Events let you add important dates, such as public holidays, team meetings, training days, or special events, directly to the Scheduler. They appear at the top of the schedule, so you can see what’s happening before you build your week.
Why add events?
Plan around key dates. Spot holidays, busy periods, or company events before you assign shifts.
Keep everyone on the same page. Everyone viewing the Scheduler sees the same context.
Cut down on questions. Notes about training, meetings, or closures are right where your team plans.
How to add an event
There are three ways to add an event:
Option 1: From the Tools menu
In the Scheduler, click Tools > Add > Add event
In the Add event window, select the applicable date
Enter a Title for the event.
(Optional) Enter more information in Add details.
Click Save.
Option 2: Right-click a day
In the Scheduler, right-click the day you want to add the event to.
Select Add event.
In the Add event window, the date you clicked is already filled in. Modify it if needed.
Enter a Title and, optionally, some details.
Click Save.
Option 3: Click “Add event +”
In the Scheduler, hover over the events row at the top, in the column for the day you want.
Click Add event +.
In the Add event window, the date is already filled in.
Enter a Title and, optionally, some details.
Click Save.
View, edit, or delete an event
Events are shown at the top of the Scheduler, above the shifts, on the day they apply to.
To edit an event: Click it, make your changes, and click Save.
To delete an event: Click it, then click Delete event.
