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. Switching between Month, Week, and Day views
The calendar offers three ways to view your schedule. Click the view switcher at the top of the calendar and select Month, Week, or Day.
View | What it shows |
Month | The full month at a glance, the way the calendar has always worked. |
Week | All 7 days of the current week in an hour-by-hour grid. Today's column gets a teal header pill, and a teal line marks where you are right now in the day. Events that have already started appear slightly faded so upcoming events are easy to spot. |
Day | A single day in the same hour-by-hour format. Use it when you need to focus on one day's schedule in detail. |
Your view preference is saved automatically. The next time you open the calendar, it opens on the same view you used last.
4. Creating an event
There are several ways to start a new event, depending on the view you're in.
With the quick-create popover (Month, Week, and Day views)
In Month, Week or Day view you can create an event directly on the calendar without opening the full sidebar.
Click any empty time slot.
A small popover opens, anchored to a temporary event card at that time slot.
Fill in the fields:
Field | Notes |
Event name | Required. |
Case | Links the event to a specific case. |
Date | Pre-filled from the slot you clicked. |
Start time | Pre-filled; choose from 15-minute intervals. |
Duration | Choose a preset or type a custom value. |
Category | Appears only if event categories are enabled (see Section 7). |
Click Save. The event is created and the calendar returns to today.
To cancel, click Cancel or press Escape — the temporary card disappears.
To access more fields (location, notes, etc.), click More options. This opens the full event sidebar with all your typed values already filled in.
If you click a different empty time slot while the popover is open, the popover moves to the new slot. Your event name, case, and duration are kept; the date and start time update to match the new slot.
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 (full sidebar)
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. |
Category | Appears only if event categories are enabled (see Section 7). |
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.
5. 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.
6. Rescheduling by drag and drop
You can reschedule an event by dragging its card to a new spot. How it works depends on your view:
Month view: Drag any event card to a different day. The new date saves immediately, no need to open the edit sidebar.
Week and Day views: Click and hold any event, then drag it to a new time slot. The event snaps to 5-minute increments during the drag. Release to save the new date and time automatically.
In Week and Day views, dragging an event up into the all-day strip at the top of the grid makes it an all-day event. Dragging it back down into the timed grid restores the time field.
7. Setting up event categories
Event categories let you color-code events so your team can see what kind of work fills each day at a glance.
Navigating to event categories
Go to Admin → Calendar → Event categories.
Adding a category
Click Add category.
Enter a name (for example: Service, Visitation, Pickup, Transport).
Click the color swatch to open the color picker and choose a color.
The category saves automatically.
Reordering categories
Drag categories up or down in the list to control the order they appear in event creation forms.
Enabling event categories
The Enable event categories toggle stays disabled until you have at least one category. Once you've added a category, flip the toggle to turn on color-coded events across the calendar.
After enabling, refresh the page to see existing events update with category colors.
Disabling event categories
Flip the toggle off and confirm the prompt. Category colors disappear from the calendar. All category assignments on existing events are preserved, so re-enabling restores the colors exactly as they were.
Deleting a category
Click the action menu next to any category and select Delete.
8. Assigning categories to events
Once event categories are enabled on your account, a Category dropdown appears in:
The quick-create popover
The full event sidebar editor
The create/edit event modals on a case's Events tab
Select a category when creating or editing an event. The event will display on the calendar with a pastel background and a colored left border matching the category.
Events in the Not scheduled panel also show category colors.
Note: The Events tab on a case page does not yet display category colors. The category is saved and shows on the global calendar, but the list view on the case Events tab will show colors in a future update.
9. 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.
10. 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.
11. 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 event categories are enabled, these events show their category colors too.
If there are more than five, click Load more to see the rest.
FAQ
Do I need to set up event categories to use Week and Day views?
No. Week and Day views work for everyone and don't require any setup. Event categories are an optional feature that layers color-coding on top.I enabled event categories but the colors aren't showing on the calendar yet. What do I do?
Make sure that you have your events categorized, meaning an event category must be applied to the event. Refresh the page to pick up any changes.I changed a category's color but my existing events still show the old color. Is something broken?
No, nothing is broken. Category color updates appear on your next page refresh or view switch. Refresh the calendar and the updated color will show.Can I drag events to reschedule them in Month view?
Yes. In Month view you can drag an event to a different day. In Week and Day views you can also drag events to a specific time, snapping to 5-minute increments, and drop them into the all-day strip to make them all-day events.