eymanage: Using events

eymanage: Using events

eymanage allows you to schedule Events for staff and children, such as contract changes, parent meetings, and so on. These events can be tracked through the calendar.

Creating event types
Before you can add an event to a child or staff member, you have to create an event type for it in settings.
  1. In the top right, click on  > System Settings.
  2. Click on Events in the sidebar.
  3. Click on the  icon in the top right to add a new event type.
  4. Type in the Name of the event type, and a Description.
  5. Type in the Title Date 1 and Title Date 2. These affect the names of the fields that allow users to pick a date. For example, you may enter "Start Date" and "Due Date". If you leave this blank, the field will not appear.
  6. Fill in the Title Description and Title Notes. These affect the names of the fields that allow users to type in any extra details you may require. If you leave this blank, the field will not appear.
  7. Tick the box next to Staff or Children, or both, depending on who you want this event type to appear for. 
  8. Click Save.
Adding events
  1. Click on  Staff or  Children in the sidebar.
  2. Click on a name to be taken to their profile.
  3. Click on Events in the sidebar.
  4. Click on the  icon in the top right to add an event.
  5. Select an Event type from the drop-down menu.
  6. Fill out the form that appears.
  7. If you want to upload a file, drop it into the grey box, or click on the box and search for your file.
  8. Click Save.

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