Calendar · How-to
Add, change or delete an event
Put a meeting, a reminder or a whole-day event on the calendar, and change or remove it later.
Start an event
Press “New event” in Calendar, or click a day to start an event on that date.
Fill it in
Give it a “Title”, check the “Date”, and set “Start” and “End”; the end must be after the start. Add a “Location”, such as an office or a video-call link, if it helps.
Make it all-day
Switch on “All day” for something that fills the day, such as a training day. The times are then greyed out.
Save it
Press “Create event”. It appears on its day.
Change or delete it
Click the event on the calendar to open it; on a busy day, press the count under its first three entries, such as “+2 more”, to find it in the day’s list. Change what you need and press “Save changes”, or press “Delete” to remove it at once, with no second question.
Common questions
- Can an event last several days?
No. An event is on one date. For a few days in a row, add an all-day event for each day.
- Can I link an event to a client or a deal?
Not from the event form. To keep a follow-up with a client, create a task and link it to them.
- Can I add events on the phone?
Yes. In Setvos Business the calendar is a tab when bookings are switched off, and under More otherwise. It shows the month, with up to three dots on each day, and the chosen day’s events and tasks below; on an iPad they sit side by side. Press + for “New event”: a Title, All day, the Date, Start and End, and a Place. Tap an event to change it; Delete asks before it removes it.
Read next
Calendar: your meetings, events and tasks by month
See your month at a glance, with the events your team adds and tasks on their due dates, and put your own diary on your phone’s calendar.
See your tasks on the calendar
Give a task a due date, and a time if it happens at a moment, so it shows on the calendar beside your events.
Subscribe to your calendar in Google, Apple or Outlook
Put your own appointments, shifts, events and timed tasks on your phone’s calendar through a private address, and replace or switch off that address if it leaks.
Link a task to a client, deal or any other record
Point a task at the records it is about, so anyone reading it knows what it means and can open them in one click.
More in Calendar
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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