Events
Events are blocks in the schedule used for administrative purposes, such as meetings, lunch breaks, surgery, or training.
An event may be set as an appointment type through the Admin settings.
Drag and drop an appointment next to the event block to manually overbook it.
Click on the event to edit, delete, or see who and when it was created. Editing a reoccurring event will affect all associated events.
Click the edit pencil, then select view history to see the changelog for the event.
Create Event
There are two ways to create an event with the New Event button or select the selected date and time.
AN ALTERNATIVE TO SCHEDULING EVENTS IS TO CREATE A TEMPLATE THROUGH THE ADMIN INTERFACE.
New Event Button
Select the New Event button to the left of the calendar.
OPTIONAL: SELECT THE EVENT TYPESelect the Provider or Custom Schedule Column.
If a Provider is not selected OR the selected provider is not on the schedule, the event will move to an uncategorized column if the Show Unscheduled Providers is toggled to Yes under Admin.
Select the Custom Schedule Column if the event does not belong to a specific provider (i.e., surgery, drop-off, etc.)
The event will show in both columns if the provider and a schedule are selected.
Choose the date, then the time and length of the event.
The length of the appointment time will default to a preset time based on the event type. Click the three dots (ellipses) to edit the appointment length and end time.
Select how often to repeat the event, if applicable.
Changing any instance of a repeated event changes all events in the series.
EXAMPLE: IF A LUNCH BLOCK IS SET TO REPEAT EVERY DAY AT NOON FOR 60 MINUTES AND CHANGE THE LENGTH TO 30 MINUTES FOR ONE DAY IN THE SERIES, IT WILL CHANGE ALL EVENTS TO 30 MINUTES.
Enter the Reason for the event.
BEST PRACTICE: DO NOT LEAVE THIS FIELD BLANK.Leave the status as Planned, then click CREATE EVENT.
This feature is managed by your organization under the Admin section.
THERE IS A ROOM NUMBER FIELD BUT IT IS NOT APPLICABLE FOR EVENTS.
Selected Date and Time
Navigate to a specific day on the calendar and click on an available time slot.
Follow steps 2-5 above.
Update Event
To update an event, use the edit button. This will change all the events in the series.
DELETING A REPEATED BLOCK WILL DELETE IT FROM THE WHOLE SCHEDULE.
BEST PRACTICE: WHEN SCHEDULING AN EVENT TO OCCUR DAILY THROUGH THE WEEK, SCHEDULE EACH DAY FOR EVERY WEEK INDEPENDENTLY. THIS IS RECOMMENDED IN CASE THE EVENT IS DECLINED FOR A PARTICULAR DAY. EXAMPLE: IF A RESOURCE DOES NOT TAKE LUNCH ON TUESDAY, MARCH 8, 2022, SET THE EVENT CYCLE TO RESUME ON TUESDAY, MARCH 15 2022 SO THAT LUNCH BREAKS ARE RESUMED.