How to Create Calendar Events

Calendar events are how you schedule and track activities, appointments, staff events, and other community happenings in ALIS. Each event lives on a specific Community Calendar and can use a custom Event Type to capture information unique to that event. This guide outlines how to create, edit, and manage events on the ALIS Calendar.

Configure the Calendar

The ALIS Calendar is available by default. The ability to create and manage events is controlled by security role permission and individual calendar access. For assistance with updating security role permissions, contact your Account Manager. 

Before creating an event, confirm the following:

• The Community Calendar you want to add the event to has been created in Calendar Settings.
• You have Manage Events or Manage Events & Access permission on that calendar.
• (Optional) The Event Type you want to use has been created and associated with the calendar.

For setup details, refer to the Calendar Settings guide.

Access the Calendar

To access the calendar, click on the Calendar Dashboard icon. 

The Calendar displays all calendars your security role and user access permit you to view.

Create Event 

To create an event:

1. From the Calendar, click directly on the day you want to create the event for. 
2. The Create Event page will open with the From and To dates pre-filled based on the day you selected. 
3. In the Event Details section, complete the following:
   • Select the Calendar the event should appear on (e.g., Community, Resident, Staff).
   • Select the Event Type from the dropdown. Available event types are based on the calendar you selected.
   • In the Event field, type a clear, descriptive name (e.g., "Bingo Night," "Doctor Appointment," "Staff Training").
   • Confirm or update the From and To dates and times. Leave All Day checked for events without a specific time, or uncheck it to set specific start and end times.
   • Optional: Check Repeats if the event should recur, then configure the recurrence pattern.
   • Optional: Check E-mail Notification to send an email to assigned staff members about this event.
   • Optional: Type a Location.
   • Optional: Update the Event Status (defaults to Scheduled).
   • Optional: Use the rich text editor to add a Description.
   • If the selected Event Type has custom fields, complete them.
4. On the right side of the Create Event page, associate people with the event:
   1. Residents: Add residents the event applies to.
   2. Staff: Add assigned staff members. If E-mail Notification is checked, these staff members will receive an email about the event.
   3. Contacts: Add contacts (e.g., outside vendors, family members, providers) associated with the event.
5. Click Create Event in the upper right corner to save.

Manage Scheduled Events

Once you've created an event, it will immediately appear on the selected calendar in the color assigned to that calendar. 

If the calendar and event type are included in the Daily Stand-Up configuration, the event will also appear on the Daily Stand-Up Report on the day of the event.

If you checked E-mail Notification, assigned staff members will receive an email about the event.

View, Edit, or Delete

• View: Click directly on the event to open a right-hand panel with the full event details. 
• Edit: Click the pencil icon and update any of the event fields. 
• Delete: To delete the event, click the trashcan icon and confirm the deletion.

Related Articles:

• How to Use the Calendar
• Calendar Settings 
• How to Configure Calendar Event Types and Custom Fields
• Daily Stand-Up Report

For more assistance: 888.404.ALIS (2547)  |  support@go-alis.com