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Create an event

Adding a meeting, site visit, or internal review to the calendar.

Steps#

  1. Open the calendar

    From the navigation, go to Calendar. The default view is the current week.

  2. Pick the slot

    Click an empty slot at the desired day and time. The new-event dialog opens with the start time pre-filled.

  3. Fill in the basics

    Title, optional description, end time (or tick `all_day`), event type, and location.

  4. Add attendees

    Add internal employees, clients, or both. Each gets a row in the EventAttendee table with status `Pending`.

  5. Save

    On save, the event appears on the calendar of every attendee whose `show_in_calendar` is true.

Linking to a project#

If the event relates to a specific project, set the project field. The event is then linked via `ProjectEvent` and shows on the project detail page as well.

Linking is optional: a team training, an internal review, or a holiday can stand alone with no project.

Attendee flow#

Each attendee starts as `Pending`. As they respond, their status moves to `Confirmed` or `Declined`. The status is independent per attendee — declining yourself does not cancel the event for everyone else.

If a client is an attendee and you've set `show_in_calendar=true`, they receive an email notification when the event is created.