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Staff and Vacation Schedule Set Up Guide:
Our Shared Calendar makes it easy to keep track of staff and vacation schedules from any desktop or mobile device.
Create a Vacation or PTO Category:
Many organizations find it helpful to create a category (calendar view) that keeps staff vacation or PTO. To do this:
Click the Admin Menu button > under Calendar Settings > Categories > Add > Enter a title "Vacation Schedule" > set "Viewing Permissions" for events in the category > SAVE
Email Reminders & Invites:
Email invites and reminders to staff or team members. Create a user account for each staff member and be sure to enter his/her email address. To do this:
Go to Admin Menu > under Calendar Settings "Users and Subscribers" > Add > Enter user info including an email address > Save
Now, when you click + to add an event click the [More Event Options...] button > Invite & Remind tab >
If you are assigning a job, you can request that your staff member RSVP as Accept, Decline, or Maybe.
Prevent Double Booking of a Person's Schedule:
Click the Admin Menu button > Categories > Add > "John Doe Schedule" > select
"Viewing Permissions" > select "Prevent double booking " codes F and G > Save and repeat for other staff members.
|Quick Tip: allow a person to edit only their own category/schedule by making him/her a category manager. Go to:
Admin Menu > under Calendar Settings "Users & Subscribers" > [+ New User] >
Share your calendar link with your staff:
Insert your calendar name where it says "yourcalendaridentifier" in the link above before sharing.
Not sure how to set up your calendar to meet your needs, send us an email at firstname.lastname@example.org