Manage Calendar Events

You can create calendar events, invite participants, and link events to matters.

From Matter Details

Add a Calendar Event

To add a calendar event:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots at the end of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management section, click Calendar.
5. From the toolbar atop the Calendar screen, click Add Event.
   The Add Event panel will display to the right, click on the drawer arrow to the top left to expand it to the full screen.
   Add Event Page Fields and Descriptions

   Field	Description
   Event Title	Enter the event name.
   From and To	Use the drop-down fields to select the event’s date range and time or check the All Day Event box if applicable.
   Mark this Event as Private	Marking as private blocks other users from viewing this event. Even if a user has permission to view your calendar, they will not be able to view this event.
   Link to Matter	Unchecking the box will allow you to link the event to a different matter. You can enter the matter name in the field below.
   Invite Attendees	Enter the email addresses for event attendees. From the drop-down, click the appropriate match. If no potential matches display, click the + icon to add the email address to the event recipient list. Note: If you added an attendee in error, you can click the x mark to remove them.
   Send invitation emails to attendees	Check the box if you wish to send an email inviting the attendee.
   Billing Status	From the drop-down, click the applicable status. Note: You must manually enter the time and/or expense card for a billable event once it has taken place. Then you can change the event’s Billing Status to Billed.
   Custom Labels	Type your New Label to add event labels or select one from the list, if desired.
   Firm Attendees	From the drop-down, click the user for whom you want to add the calendar event.
   Share via Client Portal	Check the box if you enabled the client portal for the client and you want to allow them to view the event.
   Add Location	Under the section, enter the location, if desired.
   Add a Reminder	Click on the + icon, to add a reminder, if desired. Use the drop-downs and entry field to add the desired time intervals.
   Description	Enter a description, if desired.

6. In the upper right corner, click Save.
   The system saves the event and emails the invitees. If you linked the event to a matter, it displays under Matter Details.

Learn how to Create a Timecard for the Event added by you.

Edit a Calendar Event

To edit a calendar event:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots at the end of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management section, click Calendar.
5. On the Calendar screen, either double-click the calendar event, or single-click and click on the three dots at the end of the row and from the drop-down, click Edit.
6. On the Edit Event screen, make your updates.
7. In the upper right corner, click Save.
   The system saves your updates.

Delete a Calendar Event

To delete a calendar event:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter or single-click it, then click on the three dots at the end of the row and from the drop-down, click View.
3. From the tabs atop the Matter Summary section, click Matter Management.
4. From the tabs on the Matter Management section, click Calendar.
5. On the Calendar screen, either double-click the calendar event, or single-click and click on the three dots at the end of the row and from the drop-down, click Delete.The Delete Event message box reads: Are you sure you want to delete selected Event?
6. Click Yes.
   The system deletes the event.

Important to Know About Recurring Events

• The application user’s time zone must match the integration calendar’s time zone.
• When linking to a matter, you can only assign one matter to the whole recurring event. 
• The Share via Client Portal option cannot be changed once you assign it to a recurring event. If you need to change that setting, you must delete the event and add a new event.
• Comments are available under Action for recurring events.
• Billing Status is not available for recurring events. 
• Recurring events from the same series cannot be updated to fall on the same date.
• Updating an event with all events will impact the entire series except those events which you previously edited.
• Existing recurring events will not automatically sync. 

View Another User’s Calendar

The administrator (main user) can view all user’s calendars.
Important: Only admin users can grant calendar access between other firm users.

To access another user’s calendar:

1. From the left navigation panel, click Calendar.
2. The Calendar tab displays your events in a calendar grid with Day, 5 Days, Week and Month view options.
3. In the left column under Calendars, check the boxes beside calendars you want to view.
   The system grants calendar access.

Calendar Entries Not Displaying

There are two potential causes for an event not displaying under Calendar.

• The event’s start and end times are identical. If that happens, the events will display only in list view from these locations:

• • Calendar > Details
  • Matter Details > Calendar
• If the start and end time is not the issue, then determine whether calendar integrations are in use and troubleshoot them.