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ClientManagerBlazor · How To · extracted from source, not guessed

Use Event Scheduling

Event Info's calendar (Events → Event Info) shows every event on the site by default. This guide covers the left-side filter panel that narrows what you see, how to add/edit events, and the tenant-wide scheduling defaults an admin sets up once for everyone.

Viewing & filtering
1

Switch between Calendar and List

Two buttons at the top of Event Info toggle the whole page between a visual month/week/day Calendar and a sortable, filterable List grid. Both views respect the same filter panel on the left.

2

Your own events always show

The checkbox at the top of the left panel is your own name, checked by default. While it's checked, every event you own shows up, no matter which Event Types are checked below — unchecking it stops that automatic override, and your events then follow the same filters as everyone else's.

3

Show a coworker's events

The Employees checklist lists every other employee (not you — you're already covered by the checkbox above). Check one or more to add their events to the calendar, on top of your own.

4

Narrow by Event Type

The Event Types checklist is checked-all by default. Uncheck a type to hide it — this applies to everyone else's events shown via the Employees list, and to events with no owner at all, but never to your own events while your name is checked (see step 2).

Adding & editing events
5

Create a new event

Click New Event. Owner defaults to you, and (if your admin has set one up) the timezone defaults to the tenant's own default timezone — both are just starting points you can change before saving.

  • Duration (hours) steps by half-hour increments.
  • Location includes an Online - Web Session option alongside the physical addresses, for anything that isn't happening at a site.
  • Event Notes is a free-text field for the event itself — not a description of the location.
6

Edit an existing event

Either click an event to open its quick-info popup and click Edit, or just double-click the event directly to jump straight to the edit form.

Colors and business hours (admin setup)
7

Give each Event Type its own color

Go to Reference Admin → Event Type, open a type, and use the color picker to assign it a color. Every event of that type then renders in that color on the calendar. A type with no color assigned falls back to an automatically-assigned distinct color, so nothing ever looks unstyled.

Administrator role required — same rule as every other reference list in Reference Admin.
8

Set the tenant's default timezone and business hours

Go to Site Settings → Site Info and scroll to Scheduling Defaults:

  • Default Time Zone — what new events default to.
  • Business Hours Start/End — restricts the time-of-day someone can pick when adding/editing an event, and shades out-of-hours time on the calendar itself.
  • Business Days — which days of the week count as working days on the calendar.
Shared across every site — this lives on the same Site Info tab every tenant already uses, not a separate Event Info-only setting. Leave any of it blank and that particular restriction simply doesn't apply.
!

Worth knowing: Recurrence doesn't repeat the event yet

The Recurrence field on an event (Hourly, Daily, Weekly, and so on) is currently just a descriptive tag — leaving it blank means "does not repeat," but picking a value doesn't yet generate the actual repeat occurrences on the calendar.