Creating Team-Wide Events

Team owners can create events that appear on all the team members' calendars, making it easy to share meetings, workshops, or other team-wide activities.

  • Team members only see the events for clients they're assigned to.

To create a team-wide event, follow these steps:

  1. Go to your calendar and select a date for the event.
  2. In the Add Event modal, ensure that the Provider field is set to "All Team Members" and set the Status to "Free".
    1. Choosing All Team Members from the dropdown shows this event across all calendars.

    2. Setting the status to Free displays the event as a reference for the team members and doesn't block the timeframe from their calendars.

  3. Fill out the rest of the required information fields with the necessary details.

  4. Set the notification settings on Page 2 and click Save.

You can also use this to indicate that no team members are available during holidays or when you are closed.

  • If the All Team Members event is marked as busy, then that timeframe will be blocked off and unavailable across all team provider's calendars.

  • Only Team Owners can add, edit or delete team wide events.
  • This feature only applies to Teams, and not for Solo Providers.