Calendar

 

Setting Your Calendar Categories

You can use the calendar categories to set viewing and posting permissions on a per-category basis. (Ex. In screenshot #1, only Management users can post events under the “Building Events” calendar category, but management, non management employees, board members, and residents will be able to see events posted under this category). To view or change your Calendar Categories, click on the Manage tab and select the Calendar. Then, click on the tab at the top of your screen for Calendar Categories. Within this tab, you’ll be able to view all current categories and permissions. 

To add a new category, click the green Add New Category button in the top right hand corner. You can write in the title of your category and set your own viewing and posting permissions.

To show a category’s events on your public display, make sure you’ve selected “Residents” under “Who can view events in this category” and then check “Yes” next to “Do you want to include events of this type when the resident calendar events are shown on the Public Display.” For more on this, visit the Public Display section.

To edit or delete a calendar category, select the category name. This will take you to the calendar category details screen. To delete the category, click the red Delete category text..

Adding Calendar Events

Go to the Manage tab and select Calendar. Here, you can view all of your building’s calendar events. You can add a new event by clicking on a specific date, or using the green Add Calendar Entry button in the top right hand corner.

Once you click either a date or Add Calendar Entry, you’ll be taken to a form that will allow you to fill out all event information. First select the category of the event. Then fill in the title and description of the event.  At the bottom of this screen, select your start date/time and end date/time. If you are entering an event that doesn’t have a specific start and end time (Ex. “Holiday: Office Closed”), select “All Day Entry.” If you'd like to allow residents to RSVP for the event, click the checkbox next to "Allow Resident to RSVP." Next, click Save entry or Save Entry and Notify before leaving this page. The Save Entry and Notify button will alert your residents that a new event has been added to the calendar.

Viewing Collected RSVPs

If you've chosen to allow your residents to RSVP, we strongly recommend using the Save entry and notify option described above.  

You can view collected RSVPs by clicking on a calendar event. From the website, the RSVP will display automatically on the right-hand side. From the app, simply select the "View RSVPs" option. You may input and edit RSVPs on behalf of residents by clicking "Edit RSVPs" and can also generate a PDF of the attendee list by clicking "Export to PDF."

Recurring Events

A recurring event is an event that will occur more than once on your calendar at the interval of your choice--a staff meeting that takes place the third Tuesday of each month, for example, or a monthly movie night for residents. The recurring events option allows you to add your event only once, and set it to automatically populate your calendar on the appropriate days. To add a recurring event, go to the Manage tab and select Calendar. Then, either click Add Calendar Entry in the top right hand corner or select the date on which you’d like to add your first recurring entry.

When scheduling a recurring entry, choose the start and end time, recurrence pattern (Every second Tuesday of the month, Every Week on Tuesday, etc.) and the start and end date. For events that have no end date (such as Board Meetings), choose “Never.” Make sure to select either Save entry, or Save entry and notify.

Deleting/Editing Events

To delete or edit an event, go to the Manage tab and select Calendar. From the Calendar, click on the specific event you’d like to edit or delete.

* If it is a recurring entry, you will have the option to either “Edit this calendar entry” or “Edit this and following calendar entries.” Choosing “Edit this calendar entry” will allow you to make a one-time change to the event on the specific date you clicked on. Choosing “Edit this and following calendar entries” will allow you to globally change all the following occurrences of the event.

After clicking on an entry, you’ll be taken to an edit screen. Simply make the changes you want to make, and click either Save entry or Save entry and notify to change the entry. To remove the entry, click the red Delete entry text and confirm by clicking "OK" on the pop-up.

Viewing/Printing the Calendar

Go to the Manage tab and select Calendar. From the Calendar, click on the blue Print View button to print a copy of your calendar. To select which calendar categories are visible on your printed version, either check or uncheck the categories in the category dropdown menu to the right of the calendar Search field.

If you prefer to view calendar entries in a list format, select List View at the top of the Calendar.