How To: Create & View Calendar Events

This guide will walk you through the steps to create and view events on the calendar.

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How to Create a Calendar Event

1. Navigate to the Calendar

   • Go to the Calendar section in the main menu.

2. Open the Event Creation Modal

   • Double-click on the desired day in the calendar.
   • An event creation modal will appear.

3. Fill Out Event Details

   • Title: Enter a name for the event.

   • Toggles (depending on access level):

     • Set Staff Unavailability: For marking staff as unavailable. (See Staff Unavailability article for more details.)
     • Telehealth Event: Toggle on if the event will occur via telehealth.
     • All Day: Toggle on if the event spans the entire day.

   • Date and Time: Use the date picker and time picker to schedule the event.

   • Repeat Schedule: Set a recurring schedule, if applicable.

   • Staff: Assign individual or multiple staff members.

   • Clients: Select individual or multiple clients.

   • Service Code, Template Type, and/or Place of Service: Choose as applicable.

   • Status: Set the event status, e.g., Scheduled, Confirmed, Canceled, Kept, Missed, or No-Show.

   • Category (if applicable): Assign a category to the event for better organization.

4. Save the Event

   • Once all details are entered, click Save.

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How to View a Calendar Event

1. Navigate to the Calendar

   • Go to the Calendar section in the main menu.

2. Hover Over an Event

   • Hover your cursor over the desired event.
   • A quick view card will appear, showing key event details:
     • Title, Date, Time, Staff, Clients, and Comments.

3. Quick Action Options

   • In the upper-right corner of the event card, you’ll see:
     • X: Close the quick view card.
     • Trash Icon: Delete the event.
     • Green Edit Button (Pencil): Edit the event details.
     • Document Icon: Begin documentation creation directly from the event.

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Note: The event creation and viewing options depend on your role and access level. If you’re unable to access certain features, please contact your Super Admin.

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CONGRATULATIONS! You have created your first event.