Event & Availability Scheduling – Forth

Effective Date: 8/23/2021;

This article includes the following topics:

Scheduling an event
Availability Scheduling
Editing and deleting events
Dismissing events

Calendar events can be used to keep track of phone calls or in-person meetings that have been scheduled with contacts. You can set up preset event types or create free-form events.

Scheduling an event

There are two ways to schedule an event:

Using the Calendar tab
Creating the event from the Client Dashboard

Using the Calendar tab

From the Calendar tab, click Schedule Event
The Schedule Event window opens. Click to enlarge.
Search and select the contact you want to schedule the event for.
Complete the appropriate fields as needed.
- The user scheduling the event will be defaulted as the assigned user for the event.
```
NOTE
Depending on permissions of the user scheduling the event, they may change the assignment to another user if needed.
```
- Making the event Public or Private affects whether other users will be able to see the event on calendars.
- Select an option from the Event Type menu. Event types can range from general terms such as meetings and phone calls to initial contact phone calls, follow-up phone calls, etc.
```
NOTE
A location and description is not required but can be used to provide extra information about where the event takes place or what the event is scheduled for.
```
Click Schedule when finished.

Creating the event from the Client Dashboard

From the Client Dashboard, click the Events tab.
Click Schedule Event.
The Schedule Event window opens with the contact's name already inserted. Click to enlarge.
Complete the appropriate fields as needed.
- The user scheduling the event will be defaulted as the assigned user for the event.
```
NOTE
Depending on permissions of the user scheduling the event, they may change the assignment to another user if needed.
```
- Making the event Public or Private affects whether other users will be able to see the event on calendars.
- Select an option from the Event Type menu. Event types are can range from general terms such as meetings and phone calls to initial contact phone calls, follow-up phone calls, etc.
```
NOTE
A location and description is not required but can be used to provide extra information about where the event takes place or what the event is scheduled for.
```
Click Schedule when finished.

Availability Scheduling

From the Calendar tab, click Availability Schedule. Click image to enlarge.

The Users Availability window opens. Click image to enlarge.
Select a date range using the Start Date and End Date pickers.
Select the time range you are available from the Times menus.
To specify the types of events that can be scheduled during these types, click the desired options under Event Types.
If desired, in the Exclude Days section, add any dates you do not want to be shown as available.
Click Add To Availability.

Editing and deleting events

Deleting events is used when the event hasn't happened yet and you no longer need it.

From the Calendar tab and navigate to the date of the event you want to edit.
In the left-side panel, click Edit next to the title of the event.
The Schedule Event window opens. Click to enlarge.
Do one of the following:
- Edit the event as needed > click Schedule when finished; or
- Click Delete to remove the event from your calendar.

Dismissing events

Dismissing events is used to change the status of an event and add notes to it. It can be used to trigger an action in a workflow if one has been assigned to it. You can also set up a form to pop up when dismissing certain types of events.

From the Client Dashboard, go to the Events tab.
The Events tab displays Upcoming and Past events.
Click the icon for the appropriate event.
The Dismiss Appointment window opens.
```
NOTE
Depending on the event type you will have different dismissal options.
```
When finished, click Update Event.