Create and Manage Calendars

Create a new calendar

1. Click Add calendar.
2. (Optional) To connect the calendar to a team member:
– Click Connect to team member.
– Select a team member from the list.
Tip: Skip this step when creating a calendar for a room or equipment.
3. Enter a Calendar Name.
4. (Optional) To enable online booking:
– Toggle Enable for online booking ON.
– Verify that the Online booking name appears as you want it displayed on your booking page.
5. Select the Location this calendar belongs to.
6. Choose the Calendar Type:
– Individual
– Room
– Equipment
7. Specify the Disciplines the calendar will support.

Tip: Disciplines define the types of sessions that can be scheduled. You can assign one or more to a calendar.

8. Click Save.

Edit a calendar

1. In the calendar list, select the calendar you want to edit.
2. Click Options > Edit.
3. Update the calendar details as needed.
4. Click Save to apply your changes.

Delete calendar

Important: Only archived calendars can be deleted. The Delete option is not available for active calendars.

1. In the list of calendars, select an archived calendar.
2. Click Options > Delete.
3. In the confirmation prompt, click Delete to confirm.

Archive and Unarchive Calendar

Important: Archiving a calendar removes it from the scheduler, even if future shifts are assigned. An archived calendar can be restored at any time by unarchiving it, which reinstates it to its original state.

To Archive a Calendar:

1. From the list, select an active calendar.
2. Click Options > Archive.
3. In the confirmation prompt, click Archive to confirm.

To Unarchive a Calendar:

1. Open an archived calendar.
2. Click Options > Unarchive.