Use the participant Schedule tab to create and maintain appointments and activities. You need Edit Participant permission. Archived participants are view-only.
Open the schedule
Open Participants → Participant Profiles.
Select the participant.
Select the Schedule tab.
You can switch between Day, Week, Month, and List views. Use Filters under Show on the calendar to include All, Shifts, Appointments, or Activities.
Add an event
Select Add Event, or select a time slot on the calendar.
In Create Event, choose Appointment or Activity.
Complete Event details, When, and optional For staff instructions.
Add Attachments if needed.
Optionally set Repeat. See How to Create Recurring Schedule Events.
Save the event.
Edit, complete, cancel or delete
Open an event on the calendar.
Use Edit to change details, then save.
Use Mark as completed when the event is done, or Edit outcome to update outcome notes.
From the menu, use Cancel event or Delete event when required.
Details may also show Shifts during this event when roster shifts overlap.
Related guides
How to Create Recurring Schedule Events — Repeating events.
How to View Shifts on a Participant’s Schedule — Shifts on the calendar.
Understanding Participant Schedule — Concepts and statuses.