Create and edit an event

What this page is — the event form: the fields every event has, the fields your calendar's template adds, and how to reschedule.

What it is for — booking time, and recording the details that make the booking useful to whoever turns up to it.

The problem it solves — the lower half of this form is different on every calendar, because it comes from the template. This page explains which half is which.

Route: /org/orbits → a calendar → Add Event, or click an existing event Permission to create: Shows "Add Event" button; enables dateClick. Permission to change: Enables Drag-and-Drop (editable={true}); shows "Update" in modal. Permission to delete: Shows "Delete" button in Event Modal.

Figure 1 — The top of the event form.

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1. The two halves of the form

	Where it comes from	The same on every calendar?
Title, dates, times, All Day, Assign To, Participants	The product	Yes
Everything under Additional Details	The calendar's template	No

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2. Field reference — the fixed half

Field	Type	Required	Holds
Event Title	Text	Yes	What the event is called. Shown on the grid
Start Date / End Date	Date picker	Yes	The day, in the calendar's timezone
Start Time / End Time	Time picker	Yes, unless all-day	The times, in the calendar's timezone
All Day Event	Switch	No	Removes the times and spans the whole day
Assign To	Picker	No	Which resource is doing this. Only resources allocated to the calendar are offered — see calendar resources
Participants	Picker	No	Who is invited — see event participants

The default length of a new event comes from the calendar's default duration.

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3. Field reference — the template half

Figure 2 — Template-defined fields under Additional Details.

The fields under Additional Details are defined by the calendar's template, so they differ from one calendar to the next. On a site-visit calendar they are:

Pip	Field	Type	Required
1	Event Title (fixed half — shown for orientation)	Text	Yes
2	Phone Number	Text	Yes
3	Interested Unit/Plot	Text	Yes
—	Client Name	Text	Yes
—	Visit Type	Dropdown — First Visit, Negotiation, Final Inspection	No
—	Cab Pickup Required?	Yes / no	No

On an interview calendar the same section asks for Candidate Name, Position, Round, Resume / CV Link and a meeting link instead. See calendar templates.

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4. Step by step

1. Open the calendar and click Add Event, or click a date on the grid.
2. Give the event a title, and set its start and end.
3. Choose the resource under Assign To, and check the availability panel below it.
4. Fill in the template's fields under Additional Details.
5. Add participants if anyone needs inviting.
6. Save Event.

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5. Rescheduling

Drag an event to a new time on the grid, or open it and change the dates. Both need Enables Drag-and-Drop (editable={true}); shows "Update" in modal.

Changing an event that has participants sends them an update, if the calendar has a connection set — see event notifications.

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6. Checking availability before you save

Once a resource is assigned, the form lists that resource's other events for the same day and flags overlaps. It does not prevent you saving. Its limits are covered in calendar resources.

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7. Don't confuse this with…

Assign To vs Participants	Assign To is the person doing the work, and must be a calendar resource. Participants are invited guests, and are contacts
Deleting vs deactivating	Deleting removes the event. Deactivating applies to a whole calendar, not an event

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8. Troubleshooting

Symptom	Cause
No Add Event button	You lack the create permission, or the calendar is inactive
Dragging does nothing	You lack the edit permission
A required field you cannot fill	The template requires it. See calendar templates
Nobody to assign	No resources are allocated to the calendar
The time saved is not the time you meant	Check the calendar's timezone — see getting started

More in troubleshooting.