Add Event
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What this page is for:
Create Appointment, Production, Event, Holiday, or Block (including a series). Optional link to an opportunity or job. Company Calendars only — Production Calendar has no Add Event.
Where: Calendars → Add Event
Dialog: Add Event
Steps:
Details: Employee (* unless company-wide), Event Type (): Appointment, Production, Event, Holiday, Block. Title () (Event title). Location (Search address or place…). For Event / Holiday: Visible to everyone (show on all calendars) — Company-wide events don’t need an assigned employee. Holiday turns that on by default. Placeholder when optional: Optional when visible to everyone.
When: Start Date (), End Date. Quick: All Day, AM 9-12, PM 1-5, PM 5-8 — All Day defaults to 8:00 AM – 5:00 PM. Duration: 30m, 1 hr, 2 hr, 4 hr. Start Time / End Time (). Invalid range: Start date cannot be after end date.
Repeat: Does not repeat, Daily, Weekly, Monthly. Then Repeat every N day(s)/week(s)/month(s). Weekly On days Sun–Sat. Ends: After N occurrence(s) or On date. Preview: Creates N events. (capped at 52).
Link to Opportunity / Job (optional): Search opportunity or job… → Search (Searching…). Badges Opportunity / Job.
Notes: Enter additional notes (optional).
Incomplete: Please complete: Employee, Start Date, … Cancel or Add Event (Saving…). Success: Event Created. Fail: Error — Failed to create event. Please try again.
Related articles
Other guides in Scheduling & Calendar
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