Struggling to keep track of important dates and events? The calendar feature is your all-in-one digital planner, offering a clear view of your schedules, events, and important dates at a glance. Whether you need to check availability, plan ahead, or track your daily tasks, it’s designed to keep everything organized. Let’s start by understanding the layout and learning how to read it effectively!
๋࣭ ⭑✮💻 Portal vs. App: How We'll Guide You Through the Calendar"
Note: The calendar is accessible on both the portal and the app. For this guide, we'll use the portal view as the default for instructions. Whenever there's a difference in setup between the two, we'll zoom into the app's features, explain the variations, and help you navigate seamlessly!
Steps for accessing the calendar feature across different platforms, ensuring you're connected whether you’re using a desktop or mobile device.
How to Access on the Portal
Steps on how to access the calendar from the Parent portal, where you can manage events, view scheduled activities, and keep track of key datesHow to Access on the App- Steps on how to access the calendar from the Parent Application
This section teaches users how to efficiently access, view, and manage the calendar, ensuring they can keep track of schedules, events, and important activities.
Explore the Two Main Access Levels to the Calendar- Learn the two distinct access levels to the calendar to suit different needs (All and My Calendar)
Learn About the Two Main Calendar Views: Weekly and Monthly- Discover how the calendar displays activities in weekly and monthly views, allowing you to choose the most suitable layout based on your needs.
Weekly View
Learn about the weekly view, which provides a detailed, day-by-day look at events, offering a more granular way to manage short-term activities.Monthly View
Understand how the monthly view displays a broader perspective, showing an entire month’s worth of activities at a glance for easier long-term planning.Switching Between the Two Views
Steps for switching between weekly and monthly calendar views, giving you the flexibility to manage and view events according to different time frames.
Explore Key Features of the Calendar- An overview of key features to help you manage the calendar effectively, such as event and schedule creation
Learn what types of activities can be posted on the calendar, including holidays, special events, and recurring activities for your daycare center.
Understand who can access and view specific activities on the calendar, based on their permissions, ensuring the right people can see relevant information.
Details about permissions and restrictions for managing calendar events, explaining who has the authority to create, edit, and view calendar activities.
Navigating the Calendar: Understanding the Layout and Features ⋆˚🐝˖°
The calendar feature is designed to make managing your schedules intuitive and efficient. Let’s break down its layout and how to use it effectively:
1️⃣ Calendar Access
How to Access the Calendar ❓🐈
👩🏻💻 On the Portal
Navigate to the far-left column of the screen where the main menu is located.
Click on the Calendar option to open it.
📲 On the App
Look at the footer menu at the bottom of the screen.
Tap the second tab from the left, labeled Calendar, to access it.
This quick access ensures you can navigate to the calendar effortlessly on both the portal and the app!
Two Main Access Levels to the Calendar 🐾🐕
The calendar offers two distinct access levels to suit different needs
My Calendar:
A personalized view tailored to your specific schedule and events, showing only the items relevant to you.All Calendar:
A general view displaying schedules and events across broader categories or groups within the center.
This distinction ensures everyone sees the schedules relevant to their role while maintaining appropriate permissions for center-wide visibility.
📒Note: Only staff members with the "See the Common Calendar" permission can access the center's plans and events across the board.
2️⃣ Calendar Views
There are two formats for viewing dates in the calendar:
📅 Weekly View
Displays one week at separately.
Each weekday is organized into individual rows, making it easy to see scheduled events, activities, and bookings for a specific week.
Best for detailed planning and tracking short-term schedules.
📌 Viewing Event Details
Clicking on event and activity entries in the calendar will open a detailed popup or new screen to review important information about the event.
📌 Viewing Multiple Events in a Day
If there are many planned events on a single day, only a limited number may be visible in the calendar view.
📍 To see all events for the day:
✅ Click "Show More" to reveal additional hidden entries.
✅ This allows for easier navigation and ensures no scheduled event is missed.
📆 Monthly View
The Monthly View provides a full-month overview, making it easy to track upcoming events and schedules at a glance.
✅ Entire Month Displayed – View all scheduled events for the selected month.
✅ Days with Events Marked – Quickly identify which days have planned activities.📌 Exploring Daily Events
📍 Click on a Specific Day
When you click on a date in the calendar, a detailed list of all events and schedules for that day appears on the right side of the screen.
📍 Explore More Details
Click on any event in the list to open a detailed view, which includes:
✅ Event Description – A summary of what the event entails.
✅ Location – The assigned room or venue.
✅ Participants – List of children, staff, or attendees.
💡 Pro Tip: Use the Monthly View to plan ahead efficiently and quickly jump to specific days for a closer look at scheduled activities.
For days without scheduled events, the summary area will display:
📍 "No data available yet."
This indicates that no activities, schedules, or events have been planned for that day.
3️⃣ Switching Between Weekly and Monthly Views
To change calendar views, follow these simple steps:
📍 Locate the Split Button
Found at the top-right corner of the calendar screen.
✅ Left Section – Switches to Weekly View.
✅ Right Section – Switches to Monthly View.
📍 Navigation Controls
The calendar automatically starts from the current week or month by default.
To review past schedules, use the arrow buttons located above the calendar to navigate backward.
💡 Pro Tip: Use Weekly View for detailed daily planning and Monthly View for a broader overview of events.
4️⃣ Key Features for Scheduling Events
📍 Create Event
Quickly add new events to the calendar.
Allows customization of event name, time, location, and participants.
(For detailed steps, refer to the dedicated article referenced at the end of this article)
📍 Weekly Schedule
Set up weekly or daily plans for recurring activities.
Helps organize structured lesson plans, meetings, or scheduled tasks.
(For more details, refer to the dedicated article referenced at the end of this article))
💡 Pro Tip: Use weekly scheduling to save time when planning recurring activities, reducing the need for manual event entry!
Activities That Reflect on the Calendar
The calendar keeps schedules updated and accessible by organizing various activities. Here’s what you’ll find:
📅 1️⃣ Events
All events created using the "Create Event" feature, such as:
🎪 Meetings – Staff or parent meetings.
🪂 Special Days – Birthdays, themed activities, or school-wide events.
🎨 Planned Activities – Arts & crafts, sports, or educational sessions.
🔄 2️⃣ Weekly Schedules
These include recurring activities or plans set up under the "Weekly Schedule" feature:
👨🎨 Class Routines – Structured daily activities for children.
🪴 Staff Shifts – Work schedules and shift assignments.
📅 Center-Wide Recurring Events – Weekly parent meetings, special learning sessions, etc.
🍴 3️⃣ Meals
Scheduled meal plans, including:
🥪 Breakfast, Lunch, Snacks – Daily food offerings for children.
🍹 Special Dietary Arrangements – Meal adjustments based on allergies or restrictions.
🎄 4️⃣ Holidays and Closures
Officially scheduled days when the center is closed:
☃️ Public Holidays – Center-wide breaks.
❄️ Seasonal Closures – Planned long breaks (e.g., winter or summer holidays).
📣 6️⃣ Holiday Feedback Inquiries
Reflects sent inquiries to parents regarding holiday attendance feedback on the days of the holiday. This helps centers:
👩💼 5️⃣ Staff Activities & Statuses (Personal Calendars – "My Calendar" Only)
🚑 Absences – Recorded sick leave, vacation days, or other time-off.
📋 Meetings – Scheduled one-on-one or group staff meetings.
🚌 Trips – Planned outings that include staff participation.
🚍 Bus Rides – Scheduled transport assignments for staff.
This layout ensures a flexible and straightforward way to stay on top of your schedules, whether you prefer a detailed breakdown or an overview of the month. Now, let’s dive into how to make the most of these features!🗂️📝
Who Can See Which Activities on the Calendar?
The visibility of calendar activities depends on the role of user and their permissions. Here’s a breakdown of who can see what:
🎈 My Calendar
Activities visible under My Calendar are personalized and tailored to the individual user, displaying only relevant events and schedules.
👤 Staff Members See:
🚑 Absences – Their own recorded sick leave, vacations, or time-off.
📋 Meetings – One-on-one or team meetings scheduled specifically for them.
🚌 Trips & 🚍 Bus Rides – Trips or transport they are assigned to, such as supervising a trip or accompanying children on a bus.
🍭 Events & Schedules Created by Staff – Any events or schedules they have created themselves,
👩🏫 Events & Schedules Shared with Them – Activities and routines relevant to their assigned classroom or group.
☔ Closing Days Relevant to Their Classroom – Holidays or closure dates that directly impact their main
🥗 Meal Plans - Scheduled meals for the day
💒 All Calendar
The All Calendar is a general view accessible to users with the appropriate permissions named ("See the Common Calendar").
🌍 The common calendar Includes:
📅 Center-Wide Events – All events, planned activities, and scheduled holiday
🍴 All Meal Plans – Viewable by anyone with access to the common calendar, displaying breakfast, lunch, snacks, and dietary accommodations.
🐟 All Weekly Schedules – Regularly scheduled lessons, group time, playtime, and planned activities, such as:
🎨 Art projects
🌳 Outdoor play
🎭 Special programs📣 All Holiday Feedback Requests – Reflects inquiries sent to families regarding holiday attendance, helping centers:
✅ Plan staffing and resources efficiently.
✅ Anticipate child attendance during holiday periods.
✅ Avoid scheduling conflicts or last-minute adjustments.
💡 Pro Tip:
Use My Calendar for a personalized view of assigned tasks & events.
Switch to All Calendar for a broader look at center-wide activities! 🚀
🔐 Permissions & Restrictions for Accessing and Managing Calendar Events
Access to the calendar is tailored based on user roles and permissions, ensuring that each staff member sees only what’s relevant to their responsibilities while maintaining privacy and boundaries.
👩💼 Admins/Owners
🔹 Access Level: Full access to both My Calendar and All Calendar.
📌 Viewable Activities:
✔️ All events, schedules, meal plans, and center-wide activities. 🎂☘︎
✔️ Can view, create, edit, and delete any event across all classrooms and staff schedules.
✔️ Manage holiday closures, review meal plans, staff activities, and public events.
✔️ Full control over holiday feedback requests sent to families.
🚫 Restrictions: None—Admins/Owners have unrestricted access to all calendar functions.
🤱 Staff Without Permissions to "See the Common Calendar"
🔹 Access Level: Limited to My Calendar only.
📌 Viewable Activities:
✔️ Personal Events – Activities and schedules that directly involves them. 🌼🪴
✔️ Group-Specific Schedules – Plans, routines, or events relevant to their classrooms or assigned groups. 🖌️👩🏻🎨
✔️ Meals – Meal plans for their assigned classrooms. 🥕🍏
✔️ Closing Days Impacting Their Main Classrooms – Scheduled holidays or closures that directly affect their assigned classroom.
🚫 Restrictions:
Cannot access the All Calendar or view center-wide events unless granted the "See the Common Calendar" permission. 🪁🦕
💡 Pro Tip: Staff members without common calendar access can still see closures affecting their own classrooms and meal plans , helping them stay informed and plan accordingly! ✅
👨👨👧👦 Parents
Access Level: Limited to their child’s schedule and group-specific information.
Viewable Activities:
Child-Specific Schedules: Events, routines, and activities assigned to their child’s group or classroom. 🧩🧸
Meals: Planned meals relevant to their child’s day. 👩🏻🍳🥗
Restrictions:
Cannot view staff details such as absences, meetings, or personal schedules.
💡 Pro Tip: Staff and Admin Personal Calendars
📌 Easily Track Schedules & Activities
A staff member’s personal calendar appears directly on their profile page
📌 Who Can Access Staff Calendars?
🔐 Admin & Authorized Staff Calendar Access
Admins, Owners, and authorized staff with the "Access Staff Members' Basic Information" permission can view:
✔️ Personal Activities & Statuses – Includes absences, meetings, and personal schedules.
✔️ Plans, Events & Schedules – Displays individual staff schedules, assigned activities, and classroom events directly on their profiles.
📌 Why It Matters?
This feature ensures streamlined access for authorized personnel while maintaining organized oversight of staff calendars, making scheduling and administrative tasks more efficient.
💡 Pro Tip: Admins can quickly review a staff member’s calendar through their profile page, eliminating the need to search through the full center calendar! ✅📅
📒 Want to Master Your Calendar?
Take your scheduling to the next level! 🎯 Learn how to create, manage, and optimize your events with these handy guides:
📌 Plan Like a Pro: Your Step-by-Step Guide to Effortless Event Creation – Discover how to set up events smoothly and efficiently.
📌 Managing Weekly Schedules: Create, Edit, and Delete – Stay organized with weekly scheduling tools that make planning a breeze.
💡 Pro Tip: A well-organized calendar keeps your days stress-free—start planning smarter today! 🚀