Calendar

The Calendar gives you a visual overview of events, deadlines, and scheduled activities.

1. Accessing the Calendar

Click Calendar in the left sidebar.

2. Navigating the Calendar

• Use the left/right arrows to move between months.
• Click Today to jump back to the current date.
• Switch between Month, Week, and Day views using the view toggle buttons.

3. Creating a Calendar Event

1. Click on any date on the calendar, or click + Add Event.
2. Fill in the event form:
   • Title (required)
   • Start Date & Time
   • End Date & Time
   • Description (optional)
   • Color — choose a colour to identify the event visually
3. Click Save.
4. The event appears on the calendar on the selected date.

4. Editing an Event

1. Click the event on the calendar.
2. Click Edit in the event popup.
3. Update the details.
4. Click Save.

5. Deleting an Event

1. Click the event on the calendar.
2. Click Delete in the event popup.
3. Confirm.

6. Event Colours

Assign different colours to different event types to make the calendar easier to scan at a glance. For example:

• Green — client meetings
• Blue — internal reviews
• Red — deadlines
• Orange — payment due dates

Tips

• Use the calendar to mark invoice due dates so you follow up on time.
• Log project milestones as events to keep the team aligned.
• Clients can view their own events in the client portal calendar.