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Exploring the My Calendar Module

    The My Calendar module allows you to manage calendar events from all your Care Recipients under one screen. Organize your schedule around multiple Care Recipients so you’ll never miss an event assigned to you.

    To view a more detailed tutorial of the Calendar module, visit the Calendar Module Knowledge Base.

    How to access the My Calendar Module

      To access the My Calendar Module, tap “more” in the main navigation bar and locate “My Calendar” under the list of Settings. This will take you to your Calendar.

      1. Tap the plus icon in the bottom right-hand corner
      2. Select which Care recipient the event is for
      3. Enter the name of the event in the title field
      4. Select the participants involved in the event
      5. If the Calendar event needs a Volunteer, tap on the “Exclamation point” icon
      6. Activate “All Day” event if needed
      7. Enable “Paid Event” if needed
      8. If the event is not an All-Day event, enter the event start and end time
      9. If you are creating a reoccurring event, establish the frequency settings in the Repeat field.
      10. If desired, link a location to the event by tapping the location field.
      11. Search for a location using the business name or partial address
      12. Tap the pin to confirm your selection
      13. Tap “Save” in the upper right-hand corner
      14. Set reminders before the event if needed
      15. Enter in notes or instructions in the Notes Field
      16. Tap “Save” to save the event

      To change the My Calendar view:

      1. Tap the chevron icon next to “Monthly”
      2. Select if you would like to view the calendar in a monthly, weekly, or daily view

      To filter the My Calendar view:

      1. Tap the chevron icon next to the word “Filter”
      2. Check or uncheck Care Recipients to only view events related to the selected Care Recipient

      1. Type in the name of the event in the search bar
      2. Tap “Search”

      To search for a specific event under a Care Recipient:

      1. Tap on the chevron icon next to the word “Filter”
      2. Select the Care Recipient to only view events related to the selected Care Recipients