Adding an event to the staff schedule

Readysell allows you to set up single events or recurring events.

Creating an event

1. Open the staff schedule in Readysell and navigate to the date when you want to schedule the event.
2. Double-click on the schedule at the date and time when you want to schedule the event, or right-click and select New Appointment (or New Event, or New Recurring Event).

3. Enter details for the event. 

    Click to view the fields you need to enter

   Field	Notes
   Subject	The title of the event. This will appear in the calendar.
   All day	Check this if the event is an all-day event.
   Card	If the event relates to a card, you can search for and enter the card's information in this field.
   Contact Person	If you have selected a card for this event, you can use this field to select a contact person for the card.
   Service Order	If the event relates to a service order, you can search for and enter the service order in this field.
   Address	If the event relates to a card, this field will let you select from the addresses stored for this card.
   Start On	This is the start date and time for the event. For all-day events, you do not need to enter a particular time.
   End On	This is the end date and time for the event. For all-day events, you do not need to enter a particular time.
   Status	This controls how the event will appear in each staff member's schedule. This can be Free, Tentative, Busy or Out of Office.
   Label	This lets you set a label for the event.
   Recurrence	If the event will happen more than once, you can set it up to recur in the schedule (for example, a meeting every Monday at 10am). Use this field to specify when and how often the event recurs.
   Reminders...	Use the Reminders fields to set up reminders for the event. Send Scheduled Event Reminder turns reminders on. Send Scheduled Event Reminder Minutes Early specifies when reminders will be sent. Scheduled Event Reminder Sent is checked if a reminder has been sent. You cannot edit this field. Scheduled Event Reminder Method lets you specify how the reminder will be sent. If this is None, reminders will not be sent even if they have been set up. Send Scheduled Event Reminder To Contact Person sends a reminder to the contact person, even if they are not attending the event.
   Description	This is a description of the event. This field can be as detailed as you need it to be.

   
   

   
   

4. Select the staff members who will be attending this event. Note that you must set up staff members as resources before they can be added to an event.

   To add a user to the Staff Schedule turn on the Show On Schedule option in Administration>Users>Settings

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5. When you have finished, click Save and Close.