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Event Scheduling Basics

What Is an Event? Understanding the Basics of Event Scheduling

An event is an appointment scheduled for a specific day, time, and length. Here is what makes structured event scheduling essential — and what happens without it.

Tied to a Specific Date, Time, and Duration

Every event is anchored to an exact date, start time, and duration. Whether it's a 1-hour meeting or a full-day appointment, the calendar always knows exactly when and how long.

Schedule Days, Weeks, or Months in Advance

Event scheduling supports planning as far into the future as needed. Use the Calendar Sidebar to navigate to any month and create events months before they occur.

Visible on Personal Agenda and Shared Calendar

Events appear on both your personal My Agenda view and on shared team calendars — giving everyone visibility into commitments without separate tools or communication.

Include Others via Invitations or Copy Notifications

Invite users who must attend, or copy those who need awareness. Both groups have the event automatically added to their calendar — no manual sharing or forwarding required.

Supports Reminder Messages and Notifications

Send a notification message to all invited and copied users when saving a new event. Leave the field blank for no notification — giving you full control over communication volume.

Auto-Syncs Across All Attendee Calendars

Any edit or deletion is pushed automatically to every invited user's calendar. No manual updates needed — the moment you save a change, everyone's schedule is current.

Creating a New Event

How to Create a New Event: Step-by-Step

Adding a new event to your calendar is quick and straightforward. There are two paths to reach the New Event page, and both take only seconds.

1

Choose Your Path to the New Event Page

Via My Agenda: Click Home → click Add Event next to My Agenda. Via Calendar Sidebar: Navigate to the desired month → click the target day → click any hourly time slot on the Day View page.

2

Fill in Event Details

Enter event name, date, start time, and duration in the Event Details section. Required fields are highlighted in red with an asterisk.

3

Invite or Copy Users

In the Invite Others section, use Add/Remove to build your invitation list. Use the separate Copied Users list for stakeholders who need visibility only.

4

Add a Description and Notification Message

Use Description Information for agenda items, prep notes, or meeting links. Type in the Notification Message box to send an automatic message on save — or leave it blank.

5

Click Save Event

Click Save Event to confirm and publish. The event is added to all invited and copied users' calendars automatically. Any notification message is delivered immediately.

Click the Home button at the top of the page. Scheduled events are listed under the My Agenda section. Use the Current Events drop-down to filter events for the next 7, 14, 30, or 365 days. Click the date or title of any event to view its full details.

Select any day on the sidebar calendar to see all events for that day. Use the Today, This Week, or This Month icons at the bottom of the calendar for broader views. Navigate to any future or past month to review scheduled events.

Locate the event via My Agenda or the Calendar Sidebar and open its detail page. Click the Edit button at the top or bottom of the event. Make your changes on the Edit Event page, then click Save Event to apply — or Cancel to discard. All invited users' calendars are automatically updated.

Open the event detail page via My Agenda or the Calendar Sidebar. Click the Delete button at the top or bottom. A confirmation prompt will appear — click OK to confirm deletion or Cancel to keep the event. Once deleted, the event is removed from all invited users' calendars automatically and immediately.
Team Collaboration

Collaborating Through Event Scheduling: Inviting and Copying Users

Event scheduling becomes even more powerful when your whole team is aligned. Invite colleagues or copy them for visibility — with flexible control over who attends and who simply needs to be aware.

Best Practices

Event Scheduling Tips to Keep Your Team Aligned

Getting the most from event scheduling means using every feature intentionally. These best practices help you stay organized and ensure nothing slips through the cracks.

Use Clear, Descriptive Event Titles

Always set a descriptive event title so invitees know what to expect before opening the details. Vague titles like "Meeting" create confusion — "Q3 Pipeline Review with Sales Team" does not.

Use the Description Field for Context

Share agendas, prep materials, or meeting links in the Description field. Attendees who review the event before it occurs will be better prepared — reducing meeting time and increasing output.

Send Notifications When Action Is Required

Use the Notification Message when the event involves preparation, action items, or attendance confirmation. For routine recurring events where attendees already know the details, skip the message to reduce inbox noise.

Use Copy for Stakeholder Visibility

For events where leadership or other departments need awareness without attendance, use the Copy feature instead of a full invitation. This keeps their calendar informed without implying obligation.

Edit Events Promptly When Details Change

Update time, location, or agenda details as soon as they change. Since edits auto-sync to all attendee calendars, acting quickly prevents confusion and double-bookings caused by outdated event information.

Delete Outdated Events to Keep Calendars Clean

Remove cancelled or irrelevant events immediately. Cluttered calendars with stale events reduce trust in the scheduling system — keeping things current ensures your team can rely on what they see.

Understanding User Roles in Events

Invited Users, Copied Users, and Event Owners

Every person connected to an event has a defined role. Understanding the difference ensures the right people are informed, committed, or simply kept in the loop.

📋

Event Owner — Creator and Manager

The person who creates the event owns it. The event owner can edit details, update the invitation list, send notifications, and delete the event at any time. All changes made by the owner auto-sync to all attendee calendars.

Only the event owner has full edit and delete access. Invitees and copied users see the event on their calendar but cannot modify the original record.
👥

Invited Users — Expected Attendees

Invited users have the event added to their calendar as a commitment. They are expected to attend. When the event is edited or deleted by the owner, their calendar is updated instantly without any action required on their part.

Use the Invite Others section with Add/Remove buttons to build and manage your full attendee list before saving the event.
🔔

Copied Users — Awareness Only

Copied users have the event added to their calendar but are not expected to attend. They receive the same auto-sync updates on edit or deletion as invited users — keeping them informed without obligation.

Use the Copied Users list with its own separate Add/Remove buttons. This keeps invited and copied groups clearly distinguished within the New Event page.
Common Questions

Frequently Asked Questions About Event Scheduling

Everything you need to know about creating, managing, and sharing calendar events — answered clearly.

Invited users are expected to attend the event and have it added to their calendar as a commitment. Copied users also have the event added to their calendar, but they are not expected to attend — they are included for awareness only. Both groups can be notified via the Notification Message field.

Yes. Event scheduling supports planning as far into the future as needed — days, weeks, or months ahead. Use the Calendar Sidebar to navigate to any future month and create your event directly on the target date.

Any changes you save to an event are automatically reflected on the calendars of all users who were invited to it. You do not need to manually notify them — the update is pushed system-wide the moment you click Save Event.

Yes. When you delete an event, it is automatically removed from the calendars of all users who were invited. The deletion is immediate and cannot be undone once you confirm with OK on the prompt.

Click the Today icon located at the bottom of the Calendar Sidebar Panel. This filters the view to show only events scheduled for the current day. You can also use the This Week or This Month icons for broader timeframes.

No. The Notification Message field is optional. If you leave it empty, no notification will be sent to invited or copied users. If you type a message and click Save Event, the notification is delivered automatically to all selected users.

Yes. Navigate to the desired month using the arrow icons at the top of the Calendar Sidebar Panel. Click the specific day to open the Day View page, which shows hourly time slots. Click any time slot to open the New Event page pre-filled with that exact date and time.
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