The Events tab allows you to schedule and manage all services and gatherings connected to a case. This includes visitations, funerals, memorials, or any other event or meeting.
📹 Video Walkthrough
Accessing the Events Tab
When you first open the Events tab in a case, the page will be blank because no events are scheduled yet.
Adding a New Event
Click Add Event.
Enter the event name (e.g., "Visitation").
This is the only required field to create an event.
(Optional) Add additional details:
Date – Select from the calendar.
Start time – Type in or adjust with the dropdown arrows.
Duration – Choose how long the event lasts (e.g., 1 hour).
Location name & address – Start typing to use autofill suggestions, or enter manually.
Service contacts – Add officiant name/phone, event contact, or pallbearers.
Additional notes – Include details like printed materials, family arrival times, seating arrangements, or music preferences.
Saving the Event
Once you’ve entered your details, click Create.
The event will now appear in your case’s Events tab list.
Viewing Scheduled Events
After saving, the Events tab will display a summary of key details:
Event name
Event date & day (e.g., “September 29 | Monday”)
Time and duration
Location
