Events & Calendar
Use Events to schedule meetings, appointments and activities, invite employees and contacts, and view everything on a shared calendar. Events can be one-off or recurring, and attendees receive invitations automatically.
Where to find it
- Sidebar → Events
The Events module must be enabled and your role needs View Events permission.
The two views
Toggle in the top right of the page:
- Calendar (default) — a full calendar with Month / Week / Day / List buttons and prev / next / today navigation. Events are colour-coded by their Label Color; click an event to open its details.
- Table — a list view with a year filter and bulk quick-actions (delete, change status).
Filter bar: Employee, Client, Status (All / Pending / Completed / Cancelled) and a search box.
How to create an event
- Go to Events and click Add Event (visible if you have add permission).
- Complete the form.
- Save. Attendees receive an invitation notification, and any @-mentioned people are notified too.
For repeating events, use the separate Recurring Event button (requires Manage Recurring Event permission).
Event fields
| Field | Meaning | Required |
|---|---|---|
| Event Name | The title of the event. | Yes |
| Label Color | The colour used on the calendar (default red). | Yes |
| Where | The location of the event. | Yes |
| Description | Rich-text details; you can @-mention employees. | No |
| Starts On Date | Start date (defaults to today). | Yes |
| Starts On Time | Start time. | Yes |
| Ends On Date | End date (defaults to today). | Yes |
| Ends On Time | End time. | Yes |
| Department | One or more departments; choosing a department loads its employees into the attendee list. | No |
| Select Employee | Employees to invite (with a Select-All option). | Yes (in the form) |
| Select Client | Contacts to invite (shown when the Contacts module is on). | No |
| Host | A single employee who hosts the event. | No |
| Status | Pending / Completed / Cancelled. | No |
| Send Reminder | Tick to remind attendees beforehand. | No |
| Remind before | (If Send Reminder is on) A number plus a unit of Day(s) / Hour(s) / Minute(s). | If reminder on |
| Event Link | An optional link/URL (e.g. a video-call link). | No |
| Add File | One or more attachments. | No |
| Custom fields | Any extra fields your administrator defined. | Per field |
Attendees
- Add attendees through the Select Employee and Select Client lists.
- Selecting a Department repopulates the employee list with that department's members; Select-All invites everyone in the list.
- The Host is a single employee, separate from the attendee lists.
- On save, attendees get an invitation, and people @-mentioned in the description get a mention notification.
Recurring events
Use the Recurring Event form to create repeating events:
- Repeat Every — a number.
- Repeat type — Day, Week, Month, "on the same weekday each month", or Year.
- Cycles — how many occurrences to generate.
Each occurrence is created as a linked child of the original event.
Changing status
From the table or detail view you can change an event's status. Setting it to Cancelled notifies attendees, and Completed sends a completion notice. You can include a note with the status change.
Permission notes
Event permissions are scoped (All / Added / Owned / Both / None):
- View Events — see the calendar.
- Add Events — create events.
- Edit Events / Delete Events — manage events you can access (bulk delete requires All).
- Manage Recurring Event (All) — create recurring events.
Tips
- Use distinct Label Colors per event type so the calendar is easy to scan.
- Pick a Department first to quickly invite a whole team.
- Add an Event Link for online meetings and turn on Send Reminder so attendees get notified in time.