1. Opening the Calendar
Click Calendar in your top navigation.
The current month opens by default, with today highlighted.
2. Navigating the Calendar
Use the controls at the top of the calendar to:
Control | What it does |
Left / Right arrows | Step backward or forward by one month. |
Today | Jumps back to today's date. |
3. Creating an event
There are two ways to start a new event:
From a date on the calendar
Click any day cell. The Create Event sidebar opens on the right with the date pre-filled to that cell.
From the Add event button
Click the Add event button above the calendar. The Create Event sidebar opens on the right. You'll have to manually input the date for the event.
Filling in the event
Field | Notes |
Event type | Pick from your existing event types (visitation, ceremony, graveside, etc.). |
Associated case | Search by case number or decedent name. All your cases are searchable, not just the first 10. |
Date | Pre-filled if you opened the sidebar from a day cell, otherwise pick a date. |
Time | Start time. |
Duration | Length of the event. |
Service Details (location) | Type a venue address. Suggestions appear as you type. Pick one to fill in city, state, and ZIP automatically. |
Associated case search:
Address auto-fill:
Click Save to create the event. It immediately appears on the calendar and on the originating case's Events tab.
If you click Cancel with unsaved changes, you will be asked to confirm. With no changes, the sidebar closes silently.
4. Editing an event
From the calendar
Click any event card in the calendar grid. The Edit Event sidebar opens on the right with all the fields pre-filled. Make your changes and click Save.
If you start editing and try to switch to a different event or close the sidebar before saving, you will be prompted to confirm discarding unsaved changes.
From a case
Open a case, go to the Events tab, click Open in calendar. The calendar opens with the Edit event sidebar already open and the case pre-selected.
5. Rescheduling by drag and drop
Drag any event card to a different day on the calendar to reschedule it. The new date saves immediately, no need to open the edit sidebar.
6. Deleting an event
Open the event (click its card), click Delete in the sidebar, then confirm in the dialog. The event is removed from the calendar and from the originating case's Events tab.
7. Opening the underlying case
From the edit mode of an event, click the icon next to the case to open it in a new window. The case opens on its Events tab so you can see this event in its full case context.
8. Not Scheduled events
Events that exist but do not have a date yet show up in a dedicated Not scheduled section below the main calendar grid. Every unscheduled event from every active case is listed here.
If there are more than five, click Load more to see the rest.