Help Center / Scheduler and calendar /
Creating events
Calendar events are created with a title, date and time, location, description, and participants. Each event can include team members, clients, and external email addresses, and notifications go out to everyone invited the moment the event is saved.
How to create an event
- Open the calendar page from the main menu on the left.
- Click on a date or time slot in the calendar view, or click the "Create event" button in the top-right corner. An event form opens.
- Enter the event title. The title is the name of the meeting or event, shown on the calendar and in all participant notifications.
- Set the start and end time. Pick the date and time for both. For all-day events, toggle the "All day" option, which removes the time fields and blocks the full day on the calendar.
- Choose a location (optional):
- Text location: type an address or location name for in-person meetings.
- Video call: select Zoom or Google Meet to auto-generate a unique meeting link. The link appears in the event details and in every participant notification, so the meeting room is ready the moment the event is created.
- Add participants (optional). Participants can be:
- Team members from your workspace
- Clients from your contacts
- External email addresses entered manually (for people not in your workspace)
Each participant receives a notification email with the event details, including the time, location, and any video meeting link.
- Add a description (optional). The description supports rich text for agendas, notes, or reference material. The description appears in participant notifications and calendar entries.
- Link to a project (optional). Linking an event to a project makes it visible in the project's calendar tab and timeline.
- Link to a contact (optional). Linking an event to a contact adds it to the contact's activity history.
- Set a reminder (optional). Reminders send a notification before the event starts, so participants get a heads-up.
- Set recurring (optional). Recurring events repeat on a schedule: daily, weekly, monthly, or custom. Each occurrence appears as its own event on the calendar.
- Click "Save" to create the event. Invitation emails go out to all participants immediately.
How to create an event from a project
- Open a project and go to the Calendar tab.
- Click on a date or time slot, or click "Create event". A new event form opens with the project pre-linked.
- Fill in the event details as described above, then save.
RSVP responses
Participants can respond to event invitations with Accept, Decline, or Maybe. RSVP responses are tracked on the event, so the organiser can see who's attending, who declined, and who hasn't responded yet.
Google Calendar sync
Events synced from Google Calendar appear on the calendar alongside manually created events. Changes made in either direction sync automatically. Events from Google Calendar are colour-coded differently, so synced events are visually distinct from events created directly here.
Event field reference
| Field | Required | Description |
|---|---|---|
| Title | Yes | The event name |
| Start time | Yes | When the event starts |
| End time | Yes | When the event ends |
| All day | No | Toggle to make it an all-day event |
| Location | No | Text address or video call (Zoom/Google Meet) |
| Participants | No | Team members, contacts, or external email addresses |
| Description | No | Rich text for agenda, notes, or reference material |
| Project | No | Links the event to a project's calendar |
| Contact | No | Links the event to a contact's activity history |
| Reminder | No | Notification before the event starts |
| Recurring | No | Repeat schedule (daily, weekly, monthly, custom) |
