How do I create calendar events and alerts?

There are several ways to create Calendar events for your clients. The simplest way is to use the “Add New Meeting” button in the toolbar on a Parent's or Student’s profile page.

You can also add an event to your Calendar on the “Calendar” tab or in the daily view of the Calendar on the Dashboard. 

You can set up "Alerts" to be sent as reminders to yourself and also to both parents and students. Additional options allow you to set when the alert should be sent. Students will receive an email and a text message (if they’ve linked their mobile phone with their account). Calendar events created for students may also be included in the Time Tracker log.

Once the calendar event has been created, you can also send an email notification of this upcoming event to parents and students. Simply click on any meeting from your calendar or from their profile, and click "Send Email". Next, select who you would like to receive this email (student and/or parents) and press send email once more. 

Notification Settings

For the counselor:

You may control your default settings to reflect how you would like all of your notifications to be set. 

• From your account, select the "Settings" icon in the top right header to be redirected to your “Settings & Preferences" page.
• Select “Notifications” in the left-hand side menu
• In the first two sections, locate the options to disable or enable receiving an email and/or a text message when "Invitee schedules a meeting with me"

For the students and contacts:

• From your account, select the "Settings" icon in the top right header to be redirected to your “Settings & Preferences" page.
• Select “Calendar & Events” in the left-hand side menu
• In the "Notifications" section, locate options to enable or disable:
  • My calendar alert emails on by default
  • My calendar alert tests on by default
  • Student/Contact calendar alerts on by default
• You can then specify how many minutes, hours, or days before or after an event you would like alerts to be sent. (These are default options and can be overwritten and adjusted on a meeting-by-meeting basis)
• All changes made are automatically saved

Note: These settings affect all calendar event, including those scheduled via the scheduling tool. 

Next Article: How do I set up my availability in the scheduling module?