Creating, Editing & Deleting Events

Table of Contents

• Creating Events
• Duplicating an Event
• Overlap and Conflict Alerts
• Editing Events
• Rescheduling (Drag-and-Drop)
• Deleting Events

Creating Events

You can quickly schedule new events without leaving the calendar.

• Click any empty space on the calendar, or select “+ New Event”

  

• If you click directly on the calendar, the date and time will be pre-filled based on where you clicked

• If you use “+ New Event”, the event will default to the current date and time

You can also create an event from a client’s profile by going to their Journey → Visits tab and clicking “+ Log Visit”.

Filling Out the New Event Modal

1. Preset: Select a appointment preset (e.g., "Postnatal Visit") to automatically fill in the duration and description.
2. Title: Enter a name for this event.

3. Provider:  Select which team member will handle the appointment.

   Status:

   • Busy: Blocks the entered event time on a doula's calendar and prevent it from being booked.
   • Free: Keeps the time open for other appointments.
4. Clients: Search for and add one or more clients to the event.
5. Location:

   • Meeting Link: Check the box so that you can enter a virtual meeting URL (e.g., Zoom, Google Meet).

     

   • Address: Enter a physical location for in-person visits or you can choose from a client's saved address or recent locations
6. Start Date & Time: Set when the event begins.
7. End Date & Time: Set when the event ends. You will be alerted if these are set out of order.

9. Notifications: Enable Notify the client(s) to send an email as soon as the event is saved

10. Reminders: You can specify how long before an event a reminder is set in the Events and Calendar Settings.

    

    • Send reminders to client(s): Sends an automated reminder to the client(s).
    • Send reminders to provider(s): Sends a reminder to the assigned doula(s).
11. Description: Add notes or details about the event.

Duplicating an Event

To copy an existing event or set up a recurring schedule:

1. Click the event on the calendar to open its summary.
2. Click the Duplicate (copy icon) in the top-right corner.

A Duplicate Event window will open, where you can choose how the event should be repeated for future dates.

1. Start Date: Choose when the duplicated event should start.
2. Repeat Every: Set how often to the event repeats (Weekly, Monthly, or Yearly).
3. Repeat On: Choose the specific days of the week the event should occur.
4. End Date: Set when the repeated events should stop. This detail is required if a limit is not set.
5. Limit: Set how many times the event should be repeated. This detail is required if an end date is not set.
6. Enable the Notify the client(s) option to send emails for the duplicated events.

Overlap and Conflict Alerts

Doulado automatically checks for scheduling conflicts as you save an Event:

• Overlapping Appointments: If you schedule a Busy event over another existing appointment, you’ll see a warning with the conflicting events and can choose whether to proceed.

  

• Unavailability (Absences): If an event falls within a time you've previously marked as Unavailable (via the Availability settings), you will receive an alert before proceeding.

Editing Events

To edit an existing event's details (like description, location, or provider):

1. Choose an event on the calendar to modify.

2. Click the Edit icon to make changes.

   

3. The Edit Event window will open so that you can modify the previously filled out information.
4. Click on Save once you're done.

Rescheduling (Drag-and-Drop)

For quick adjustments, you can reschedule events using your mouse:

1. Click and hold an event from the calendar.
2. Drag it to a new day or a different time slot.

3. Release to save the new time. A Move Event window will open.

   

4. Enable the Notify client of update option to send an email about the change immediately upon saving.

Deleting Events

1. Click an event to open its summary.

2. Click the Delete button.

   

3. Choose whether to notify the client and check the box accordingly.

   

4. You can optionally enter a message that is sent along with the email or leave it blank to send the default notification email.
5. Click on Delete to proceed with the removal of the appointment from your bookings and calendar.