Adding & Editing Events

The Full Event editor offers an expanded feature set for adding repeating events or events that require additional detail. Explore tabs in Full Editor to add an event description, file attachment, event contact info or select more than one category or more than one location.

Here’s how to add a Full Event…

 

STEP 1: Choose Event Date

Click a calendar day cell or click a + to add an event on that day. Our Quick Editor appears by default. If you want to add a repeating event or more detail, click [More Event Options…] to open Full Event editor. Type or select a date from the mini calendar.

pick-date-full-editor

 

Single day events will have the same start date and end date. For example, a committee meeting on Dec 5, 7PM to 8 PM.
Multi-day events* are individual events that span more than one day, for example, a retreat, vacation or project. These events will be displayed as a colored banner across multiple day cells.
Repeating events are different from multi-day events in that they recur in a specified pattern with a start date and a repeating end date. More on repeating events.

*Multi-day Banner Events are a new feature. If you’d like this option turned on in your calendar, email support@calendarwiz.com

 

 

STEP 2: Choose Your Event Time

Next, select your event time. Choose an all day event, no end time or select a start time with end time. When you set a start time, the end time automatically “jumps” ahead for you.

full-event-selecting-time
Quick Tip: The “jump ahead” time increment (e.g. 1 hr, 30 min, etc) in your calendar is equal to the span of time between the time default values in the Admin Menu > Options > Advanced tab.

STEP 3: Select Category or Categories

You must select a category for an event. Think of categories as multiple “calendars” inside your calendar… but so much more. You can color-code and filter events by category as well as control “who can view” & “who can edit” each category.

select-primary-category


Mirror categories:
add an event to more than one category using our mirror category feature.
Primary category determines viewing permissions if your calendar has private categories.
Add categories to your calendar by clicking the gear next to the select category drop down.

STEP 4: Repeating Events

Add repeating or recurring events to your calendar. Select the repeating pattern and repeating event end date.

repeat-pattern-end-date3

Repeating Event Types:

Every day: event that repeats every day for a specified number of days.
Every # days: event that repeats every 2, 3, or more days. Select 2 for every other day.
Every # weeks allows you to set a repeating event every Monday or every Monday through Friday, just pick every 1 week.
Monthly by date allows for an event like “Expense Report Due” on the 1st of each month .
Monthly by weekday allows for an event like “Staff Meeting” on the first Tuesday of each month.
Yearly by date: events that recur on the same date each year, e.g. birthdays, anniversaries. You may also check the “never ending” option.

Quick Tip: Have an irregular repeating pattern? Edit an existing event and use the [Copy] button to create another event to a different date.

STEP 5: Save Your Event

Click [Save] to publish the event to the calendar. [Save Draft] button to save event as a draft so it’s not view-able to public.

Delete Events by clicking (edit) and then the [Delete] button at bottom of screen.

 

STEP 6: Optional Tabs

Invite & Remind tab

Use this section to send an event invitation, announcement or reminder to users or subscribers. You may also request that email recipients RSVP to your event. Learn more about RSVP and Attendance tracking.

invite_remind_setup_complete2

 

Send emails to: select recipients or everyone in my calendar. Click the [Select Recipients] button to open a list of users and subscribers. Select your recipients and click [Add Recipients].

Remove recipients: you may remove attendees by clicking the ‘X’ next to their name or click [Remove All] to delete the entire attendee list.

Quick Tip: Emails will not be sent for events saved as drafts. Event Emails are sent every 15 minutes on the quarters of the hour.

Location tab

Enter the location where an event takes place. Save a location if you’d like it to appear in the drop down list for next time.
If you selected a primary location in Quick Event, that location will be included when you branch to the Full Event editor. When you create a saved location you can filter events by that location in the main calendar views.

saved-locations-mirror-locs


Multiple Locations:
you may select multiple saved locations for event. To enable the option in your calendar go to Admin Menu > Calendar Options > Check “Enable event multiple mirror locations” > Save
More info:
Calendar administrators and managers can click the ‘Manage Locations’ button to turn on conflict prevention, maps, or weather for a saved location.


Description & Images tab

Add description text, upload an images (png, jpg, gif, etc.) or attach files (.pdf, .doc, .xls, etc) to your event. Visitors or users will see this info in the event detail popup. For more on adding images to events. For more on attaching documents to events.

Place the mouse over each button to see an explanation of the button’s function.

description_images

 


Event contact:
enter contact name, phone and email address. This information will appear in the event detail popup.
More info link: enter a web page link (also know as a URL) that will appear in the event detail popup and when clicked will open the linked web page.

Quick Tip: You can also set up your calendar so that your events open directly to your More Info Link. To set this option, go to Admin Menu > Calendar Options > Expert Option> Event More Info Link Options for details.

 


Private Note tab

This optional screen allows you to enter private notes for the event. Private notes are only visible by logged in user or logged-in editors.

private_note_tab
Private notes will appear in the event popup window when a logged-in user clicks on the event title in the calendar. Use private notes to enter information about room setup, equipment, or other info that you don’t want viewed by the public.

 


Review Tab

Review a summary of the event information to confirm event accuracy then click “Save” or “Save Draft.”

review_tab

Full Editor Options:

Disable Quick Event: turn off Quick Event editor go to Admin Menu > Options > Advanced tab > Uncheck Enable Quick Events > Save

Date picker format: Go to Admin Menu > Options > Advanced tab > select the “31/12/2017” or “12/31/2017” date format.

Disable event title styling: Admins may turn off event title styling options in the editor.
Admin Menu > Options > advanced > uncheck “allow custom style and colors for event titles.”

Disable mirror categories: Allow events to be added to a single category only.
Admin Menu > Options > Basic Options > uncheck “Enable event mirror categories” > Save

Location editing: Admins may limit updating saved locations to calendar administrators only.
Admin menu > Calendar Options > Options >’Only administrators can add / edit saved locations’
Administrators can also manage the calendar’s saved locations via Admin Menu > Locations.

Day cell click to add events: when you click on a day cell in month or week view, the event editor opens automatically. To disable this option
Admin Menu > Options > Advanced > UNcheck “Enable click on day box to add event”

Have questions or feedback? Please send us an email at support@calendarwiz.com

 

Email to List User Guide

Email to List makes it easy and affordable to send beautiful, engaging emails to your users and subscribers.  What’s a subscriber you ask?  Subscribers are members of your email list who can receive email newsletters, reminders, or event invites – event request an RSVP!

Our new collection of pre-built email templates make this the perfect time to use CalendarWiz for both email marketing and calendaring.   Email to List will help you send email the “right way” so you can focus on crafting an awesome email message for your audience.

 


 

Getting Started With Email to List

 

Step 1:  Click “Email to List” button

email-to-list-loggedin-nav-bar2

 


 

Step 2:  Select the type of email you’d like to send.

Simple Text: use the email editor to send a text email or create your own template from scratch.

Basic Templates:  select from basic layouts that look great on any device. Insert images, change colors, add a logo.

Themed Templates: add text to a pre-built template with images for organizations, seasons, holidays, and more.

Use the Templates tab to explore and preview the collection of templates.  Template requests are welcomed:)

 

templates-tab3

 

Step 3:  Customize with the Email Editor

Change template colors using the background, header, message and links drop down color pickers.  For a description of what the editor buttons do, just move your mouse over each button.  Here’s an example of a logo embedded in the Basic Template named Story.  We’ve also adjusted the template colors using the drop down color pickers.  Let us know if we can help you with the customization:)

basic-template-colors-logo

 

Quick Tip: get a full screen view of your email by clicking the full screen full-screen-button button. To exit the full screen mode, simply click the button again.

 

Basic Templates contain “placeholder” images where you can add your own logo or image.  Each placeholder image references a height and width that will work with that specific template.

Add Logo or Image:

  1. Click on a placeholder image to select it and click the insert/edit image  insert-image-button  button.
  2. Click the File Manager file-manager-button button to upload your image or logo to your calendar’s file manager.
  3. Click Upload > Add files  > Locate your logo or image on your computer > Upload
  4. Click to Insert the logo or image into your email. Note that the placeholder url has been overwritten. That’s good.
  5. Adjust your images dimensions as needed.
  6. Click OK.

 

All Templates include built-in social media links to encourage folks to interact with your website, Facebook, or calendar page.  Feel free to add others if you like.

Add/Update Links:

  1. Scroll to the bottom of your email template.  You’ll notice a “Keep in Touch” section where you can insert your actual website or social media links.
  2. Click on the link text and then click the insert/edit link link-button button.
  3. Replace the # in the Url field with your actual Facebook or Website Urls.   You may also delete these links if you don’t want them:)
  4. Attach a pdf, doc, or other file.  Click here to learn more.

 

Attach a Document to Your Email:

  1. Add some text to your email like, “Click Here For More Info” or something similar.
  2. Select the text with your mouse and click the insert/edit link link-button button.
  3. Click the File Manager file-manager-button button
  4. Click Upload > Add files > Locate your document on your computer > Upload
  5. Click to Insert document or file into your email. Adjust the “text to display” if you like.
  6. Click OK.  You’re done!

 


 

Step 4:   Send a Test Email and Save As…

The “Send a Test Email” button let’s you proofread your email, check email links, etc.   You’ll almost always catch something when you test:)
By default the test email will go the email address that’s associated with your user account but you can also specify a “Test” email address in the Email to List > Options tab.

The “Save As…” button provides an option to save as Draft or as a Template.  Draft emails can be found in the Mailboxes tab.  We  encourage you to save customized emails that you’d like to use again as a Template.  To open a saved template, go to Templates > My Templates tab.

 

test-save-as-buttons2

 


 

Step 5:  Verify Your From Email Address

This is a one-time step that’s both easy and important.  Verifying your “From” email address, basically confirms that you’re you.

Simply click the “Verify Now” button and we’ll send you an email.  Open the email and click the [Verify Email Address] button and you’re ready to email.

 

verify-from-email2


 

Step 6: Select Recipients

Once you’ve gotten your email crafted and tested, it’s time to send it to your recipients.
Click Recipients Tab > Select Recipients on the Left >  click the recipients-arrow to add them to the Recipients List on the Right.

recipients-list2

 

Need to add more recipients?
Sure, add or import subscribers or users via the Admin Menu > Users & Subscribers screen.  Click “Upgrade Now” if you need to add more subscribers to your account.

Interested in growing your email list?
Start building your email list with the subscriber sign up form.

 


Step 7:  Send Your Email

Click the green [Send Now] button to send your email to your recipients.  Great work.  You’re done!

Behind the scenes, we’ll remove duplicate and bad email addresses from the send.  You’ll also benefit from our built-in email tools that improve email delivery rates, manage bad email addresses, and allow recipients to unsubscribe, so you stay in compliance with the US CAN-SPAM Act.

 

email-to-list-sent-recipients

If you’d like to check who opened your email, we record the date and time a recipient opened your email.

Go to Email to List > Mailboxes > Sent > View > Recipients

 


 

Pricing

The Email to List feature is included in all plans.  You pay for the number of subscribers that you wish to email.

If you need to add subscribers or import a list, it’s easy and affordable.  Subscribers can also receive event reminders and invites with RSVP.

Add-On Subscriber Pricing:
50 subscribers – $2/mo or $24/year
150 subscribers – $4/mo or $48/year
500 subscribers – $10/mo or $120/year
1000 subscribers – $15/mo or $180/year
2500 subscribers – $20/mo or $240/year

 

It’s our hope that the Email to List builds upon the communication toolkit already provided by your CalendarWiz calendar.   We welcome your feedback and questions – just email us at support@calendarwiz.com

CalendarWiz Success Guide For Churches

If your church is like mine, it’s a busy place with weekly services, ministry events and many dedicated people working to build a welcoming and vibrant religious community.  Even with the most dedicated administrators and volunteers, there are a lot of moving parts which can make effective communication difficult.  At CalendarWiz, our 12 years of experience working with churches has provided insight into their goals.  From our customers we hear the following:

  • Bring It All Together” – many find their schedules, calendars and email lists are scattered among personal computers,  web pages and social media accounts with each group managing their own communication outlet.  There is a need to gather these separate efforts into a common communication framework that reduces confusion and overall cost.
  • Increase Member Involvement” –  getting people involved breathes life into a religious community.  Outreach  efforts need to understand the busy lives of members and the way they get information in today’s digital world.  While the weekly bulletin still has its place, more and more, members are getting their information from the web, email and on smartphones.  These new technologies open the door to two-way communication, allowing members to reply and suggest which increases involvement.
  • Better Manage Our Facilities” – on any given day there are multiple events using one or more church facility.  Whether a regular service, baptism, youth night or committee meeting it’s important to avoid double booking of the same space and ensure appropriate coordination takes place with administration and building maintenance.
  • Make My Life Easier” – a common goal shared by church administrators, clergy and volunteers is to keep things simple, reduce workload and not be dependent on technical experts.  Basically, everyone would prefer to spend their time serving rather than installing and updating software.

In the following sections we outline how to successfully implement CalendarWiz to help achieve these goals.  As you read further, keep in mind your church’s own situation, knowing that you can start small and grow over time.  As always, we at CalendarWiz are here to help.

 

Bringing It All Together

We wanted a single, centralized calendar with all the information at a glance; CalendarWiz provided the perfect package,” – Cindy Brown, Living Word Church

Churches find value in keeping one shared calendar for all church events.  If your church currently has many different calendars, on paper, PDF, outlook or other programs, you are not alone.  It’s likely that these calendars sprang up to fulfill a need, but over time have made it challenging to find out what’s going on.  CalendarWiz provides a unified shared calendar that can be used by all contributors.

With CalendarWiz, you’ll have the flexibility to create separate categories for ministries, church events, religious education, and private schedules.  Your calendar categories all roll up into one master view of “what’s going on” at your church.

Setting up your shared calendar can be as easy as the following steps:

Create Shared Calendar – Steps to Success

Enter Categories

Categories help organize events in the calendar. Examples include Church Services, Religious Education, Ministries, …

Invite Users

Add and invite users who can login as either Administrator, Manager or Private Viewer.  Website visitors can view any public category.

Add & Import Events

Easily add your events or you can import existing events from Outlook, Google, Excel, and other programs.

Success! – Start Sharing Your Calendar

Ready so share by sending your calendar link, on church website, tablet, smartphones, or feed into Google or Outlook

 

Once you are up and running any changes to the shared calendar are instantly viewable by other calendar users who have permission to view the event category.

 

Increasing Member Involvement

We’ve gotten positive feedback from the members of our congregation.  They like being able to see at a glance what is going on in the church. They also like the ability to filter activities by what they’re interested in.” – Jean Rhoades, St. John the Evangelist Catholic Church

Keeping people connected through involvement in the church community is an essential ingredient for a vibrant church.  Involvement is not limited to attendance at weekly services but extends to all of church life, from teaching religious education to committee membership, to wielding a hammer to repair the roof.  Each time a person becomes involved it creates another thread in the fabric of the religious community.

CalendarWiz has three major features that can help build member involvement.  Read below to learn how these features can help build an effective communications program:

Website Calendar and Plugins

Sharing events on your website is a simple, effective way to welcome new and existing members.  One of the reasons my husband and I picked our church was because we saw a children’s mass followed by a coffee & doughnut shop on the website calendar.  If visitors can see what’s going on at your church, they’ll know where and when they can join in.

CalendarWiz integrates seamlessly into church websites.  Using cut and paste code, you can embed the full calendar, upcoming events list, or mini calendar into any web page.  You can even theme the calendar and plugins to match a specific web page.

Your website calendar and upcoming events list automatically update each time you make a change.  No more uploading PDFs or redundantly adding events in different systems.   CalendarWiz is also easy to add to popular church website builders, like SquareSpace,  Weebly, Cloversites, eCatholic, and others.

Churches find that their website calendar becomes one of the most visited pages on their website and serves as a valuable resource for building participation and membership.

Build Your Email List

For the church on a limited budget, email is a cost-effective way to reach out to your members.  Most people are accustomed to receiving e-newsletters in their email inboxes and smartphones.  The good news is that email to a list support comes built-into CalendarWiz.  That means you can leverage calendar content and send event announcements and reminders for any event in your calendar to anyone in your email list.

You can import existing email lists and add a Join Our Email List form to your website to allow members to subscribe themselves. Emails can contain RSVP links so your members can confirm attendance with just a click.  Responses go directly to the event coordinator for their event planning.  You’ll also benefit from built-in email tools that improve email delivery rates, manage bad email addresses, and allow subscribers to unsubscribe, so you stay in compliance with the US CAN-SPAM Act.

There are many ways to use church email lists including e-newsletters, invitations to fund-raising events, and religious education updates.  It’s easy to set up your email list and start sending emails.  Here are the steps:

Build Your Email List – Steps to Success

Import Email Lists

Bring together email lists from address books and other programs

Add Sign-up Form

One click creates a ‘Join Our Email List’ button on your calendar so members can sign up themselves

Create Email Groups

Assign or import members to email groups so you can quickly send to selected lists. A member can be in more than one group but will not get duplicate emails

Design Email Template

Make your own template with your logo and colors or pick from our gallery of predefined templates

Success! – Send & Track Emails

Send emails to individuals, groups or the entire church. Track email opens and receive event RSVP’s

Engage With Social Media

Social Media offers a way to extend the reach of your calendar and website.  With one click, your members can share church events with their Facebook, Twitter,  or LinkedIn friends.  Add images to events to get your events noticed.  You can also embed the CalendarWiz plugins into your existing Facebook page so your calendar events automatically flow into Facebook – another benefit to having a CalendarWiz shared calendar.  The social media features are a great way to share events and generate enthusiasm and attendance.

 

Managing Church Facilities Schedules

We have many ministries, and all of them are looking for meeting space.  CalendarWiz enabled us to move easily among the buildings in scheduling our facilities – Jean Rhoades, St. John the Evangelist Catholic Church

Whether Sunday morning services, Wednesday night bible studies or a Saturday afternoon wedding – there is always something going on.  This constant use of facilities requires coordination, planning and scheduling to ensure that everything runs smoothly and that proper setup and maintenance is performed.  Church administrators love CalendarWiz’s location conflict prevention feature because it prevents double booking of facilities – a valuable feature when many people are reserving space.

Location features are integral to the calendar, allowing you to reserve a location for an event with just a click.  While you’re reserving a room or facility, you can also include setup and breakdown instructions for your building manager in the private notes tab.  Building managers can view private notes in calendar printouts or while logged into the calendar on their smartphone.  Churches find that these location management features save time and streamline facility and room scheduling.   Because locations are already available in your calendar, implementation can be accomplished in these easy steps:

Manage Church Facilities – Steps to Success

Add Locations

Enter locations to manage.  For example: Chapel, Classrooms, Hall, Kitchen,…  Each location can have details and usage guidelines.

Prevent Double Booking

Designate which locations should not allow more than one event at the same time.

Add Events with Location(s)

When adding events, choose one or more locations where the event occurs.  Location information will automatically flow to the event.

Success! – Better Facility Management

You’re Ready to go – Toss out the paper signup sheets

 

Making Your Life Easier

I’m an expert on the various types of online calendars because we used them and changed them so often.  CalendarWiz is by far the easiest to use. It’s very self-explanatory. I’m delighted at how easy it is to navigate through the system.” – Mary Miller, St. Patricks of Heatherdowns Church

Church staff and volunteers are busy people; and our goal is to make their day easier and more efficient.  We know that not everyone is a “techie” and we work hard to make CalendarWiz intuitive and user-friendly for everyone.

  1. Sharing The Work: CalendarWiz can be setup to allow more than one person to contribute to the calendar.  For some churches, it means only a church administrator and pastor can add events and others can submit events for approval.  Other churches may choose to empower ministry leaders to manage their own ministry category and reduce the bottle-neck of one person performing all the updates.
  2. Consolidate Multiple Programs: Keep it simple and consolidate your internal calendar, website calendar, room/facility scheduling, and email list management into one place. Your staff will love having just one application to consult when checking conflicts and just one application to learn!  Save time and money by consolidating your applications into CalendarWiz.
  3. Access From Office or Home: All your contributors have the flexibility of accessing the calendar from any computer, laptop, tablet or phone via your simple calendar link.
  4. No Install & Auto Update: Because CalendarWiz runs in the cloud, there is no need to install software on a server and updates appear automatically with no action required by you.
  5. First Class Backup & Reliability: Your calendar is a central part of your church and we take it seriously. With real-time database mirroring, 99.6% up time, and 24/7 monitoring, we’ve got you covered.
  6. Free Technical Support: If you do run into any issues or have questions, our support team is happy to help at support@calendarwiz.com .  We are here to guide your calendar setup and provide friendly tips along the way.

 

Why CalendarWiz?

The level of support is ‘phenomenal’, that’s what locked me in.  By the time we went live with our calendar, I knew whenever I had questions I could get an answer quickly. – Jean Rhoades, St. John the Evangelist Catholic Church

Deciding on a church calendaring solution can be hard and there are many options from which to choose.  With over a decade of experience, CalendarWiz has learned to deliver a cost-effective solution that handles the specific needs of churches like yours.  Below are answers to frequently asked questions on why CalendarWiz is the best calendar for your church.

Do we really need a new calendar?

Having a central calendar is essential to any effective church communications program because it contains the most dynamic elements of community activity.  The first step in getting people involved is communicating opportunities for participation and service.

Why not use one of the free calendars?

This is a fair question because the budget is always a consideration for a church.  Simply put, you get what you pay for.  A free calendar will not provide the support or backup and recovery options that are important for an organization.  In comparison, CalendarWiz is more than just a calendar; we are a communication and membership engagement tool with a sophisticated calendar at its core. We backup your calendar, room bookings, and email lists in real-time, with 24/7 monitoring.  In addition to all that, you’ll receive fast, friendly support and setup help whenever you need it.

How long will it take to implement?

The secret to successful technology implementation is to deliver benefits in steps. With CalendarWiz you don’t need a big project that takes forever to deliver. You can have your shared calendar running very quickly, then expand into other built-in features like room booking and email broadcast when the time is right.

Will we need our own technical expert?

With our intuitive interface and free support, creating your church’s shared calendar can be accomplished by your office staff. You’ll find that our technical support team can handle just about any questions you may have.  We are genuinely interested in helping you get the most out of CalendarWiz.

 

We wanted a calendar that could be accessed by several of the staff. We tried other calendars, but they weren’t church friendly like CalendarWiz. – Rev. Angela Galanis Price, Palmdale United Methodist Church