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How to add events to your calendar

An event is your own time on the Schedule: a team meeting, a case review, a client call you run outside Genaya, lunch, a training day, a day off. It shows on the calendar next to your appointments so nobody books over it.

infoAn event is not an appointment. It has no client, no line items, no invoice and no number. For work you do for a client, create an appointment instead.

Create an event

  1. 1
    Click an empty time

    On the Schedule, click an empty time on the calendar. What would you like to create? opens with that date and time. You can also click + at the top of the menu and pick Event.

  2. 2
    Pick Event

    Event is the first choice and already selected. Click Continue. The other choices start an appointment, a campaign, a room, a task or a reminder the way they always have.

  3. 3
    Type a title

    Give the event a name, for example "Team standup" or "Out of office".

  4. 4
    Set the date and time

    Pick the date, the start and the end. A new event lasts one hour unless you change the end.

  5. 5
    Add the details you need

    Add guests (teammates or any email), a location, a Genaya video room, notes, a color, a reminder, a repeat, or mark it private. Every one of these is optional.

  6. 6
    Save

    Save the card. The event shows on the calendar right away, and on the calendar of every guest.

All-day events

Turn on All day for something with no clock time, like a day off, a holiday or a conference. An all-day event can cover one day or several days in a row: pick the first and the last day.

Repeat an event

Open Repeat and choose how often the event comes back:

  • Does not repeat
  • Every day
  • Every weekday (Monday to Friday)
  • Every week
  • Every month
  • Every year

You can also set an end date. The event repeats up to that day and then stops. With no end date, it keeps repeating.

Invite guests

Click Add guests and start typing. Teammates who match show in the list; pick one to add them. To invite someone outside your team, type their full email address and pick Invite with that address. You can add up to 50 guests per event, teammates and emails together.

A teammate
Gets a notification that you added them, and the event shows on their Genaya calendar.
An email address
Gets an email invitation with the time, the place and the video link, plus a calendar card so they can add it to Google Calendar, Outlook or Apple Calendar. Replies go to you. If you later change the time or the place, they get an updated email.

Location, video call, notes and color

Location
Where the event happens. Start typing an address and pick one of the suggestions, the same as on an appointment, or type any place, like "Conference room B".
Video call
Click Add a Genaya video room. The room is made right away for the event's time, and the card shows Join with Genaya Room, the link and a copy button. Save the event and the room is kept; if you change the time first, the room moves with it. Close the card without saving, or click the X, and the room is removed. The saved event shows a Join button.
Notes
An agenda, a dial-in number, anything the guests should read first.
Color
Click the colored dot in front of the title and pick one of eight colors so the event stands out on the calendar.

Reminders

Pick a Reminder and Genaya adds a reminder to your own Reminders list for that time. It rings like any reminder, and you mark it resolved the same way. The reminder is for the organizer, the person who created the event. Guests see the event on their calendar but get no reminder.

EventReminder choices
An event with a timeNo reminder, when it starts, 5, 10, 15 or 30 minutes before, 1 or 2 hours before, or 1 day before
An all-day eventNo reminder, on the day at 9 AM, or the day before at 9 AM

When you move the event, its reminder moves with it. When you delete the event, its reminder goes too. A repeating event gets a new reminder for each date in the series.

Private events

Turn on Private when the details are nobody else's business. Teammates who are not on the event see only Busy at that time: no title, no notes, no location. You and your guests still see everything. Only you can change or delete a private event.

See events on the calendar

Events show on every calendar view: Day, Week, Month, Timeline and the agenda list, each one as long as it really is. To hide them for a while, click Filter Results at the top of the Schedule and uncheck Events under Show on schedule. Check it again to bring them back.

Open, join, edit or delete an event

  1. 1
    Click the event

    Click an event on the calendar to see its time, guests, location and notes.

  2. 2
    Join the call

    If the event has a video call link, click Join.

  3. 3
    Edit it

    Click Edit to change anything, then save.

  4. 4
    Delete it

    Click Delete to remove the event from your calendar and from your guests' calendars.

One date or all dates of a repeating event

Delete
Genaya asks what to delete. This event removes only the date you clicked; the rest of the series stays. All events removes every date.
Edit
A change to a repeating event applies to every date in the series.

Ask Genaya AI

Genaya AI can add an event or move one for you. Just say what you need:

  • "Block my calendar Friday afternoon"
  • "Add a team meeting tomorrow at 3"
  • "I'm off next Monday"
  • "Move my standup to 9:30"

Genaya AI shows you what it will do and waits for your yes before it saves. It works on your own events, with the same permissions you have in the app. Guests are added on the event card in the Schedule.

On the phone

In the Genaya mobile app, open Schedule and tap an empty time or the + create menu, then pick Event. The same card opens with the same choices: time or All day, repeat, guests, location, video call, notes, color, reminder and private. Tap an event to see it, join the call, edit it or delete it.

Your next events on Home

Add the Upcoming Events widget to your Home dashboard (Customize, then Add widgets) to see your next events for the coming seven days: the ones you organize and the ones you are invited to. Click a row to open that event on the Schedule.

lightbulbCalendar events are on every plan, including the free trial. There is nothing to switch on. What each person can see and change is set in Settings > Roles and permissions > Calendar events.

Frequently asked

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