Everything you need to know to use your Brite Calendar.
This video provides an overview of how to manage your schedule and organize appointments using the Calendar feature. You will learn how to navigate the interface, book entries, and customize your view.
How do I access the Calendar?
To get started with your scheduling, you need to navigate to the main menu and select the Calendar tab. This will open up your primary schedule view where you can see all your upcoming appointments and events in one central location.
💡 Action Steps
Locate the main navigation menu
Click on the Calendar tab
What are the different Calendar views available?
You can change how you view your schedule by using the toggle buttons at the top right of the screen. You can choose between a Day view to see your specific hourly breakdown, a Week view for a broader look at your upcoming tasks, or a Month view to plan ahead for the next few weeks.
💡 Action Steps
Navigate to the top right of the calendar interface
Select Day, Week, or Month view
How do I create a new calendar entry?
To add a new event or appointment, simply click directly onto the time slot where you want the entry to begin. A pop-up window will appear where you can enter the title of the event, set the start and end times, and add any specific notes or descriptions you need for that booking.
💡 Action Steps
Click on a specific time slot in the calendar
Enter the event title
Adjust the start and end times
Fill in the description field
How can I assign a category to an event?
When you are creating or editing an entry, you can use the Category dropdown menu to color-code your appointment. This helps you visually distinguish between different types of work, such as meetings, personal time, or specific project tasks.
💡 Action Steps
Open the event details
Click the Category dropdown menu
Select a color-coded category
How do I move or reschedule an appointment?
If you need to change the time of an existing entry, you can use the drag-and-drop functionality. Simply click and hold the event, then drag it to the new desired time slot. Alternatively, you can click on the event to open the edit window and manually change the date and time fields.
💡 Action Steps
Click and hold an existing calendar entry
Drag the entry to a new time or day
Click Save to confirm the changes
How do I delete a calendar entry?
If an appointment is canceled and you need to remove it, click on the entry to open the details view. Look for the Delete button, usually represented by a trash can icon or a red button at the bottom of the window. You will be asked to confirm that you want to remove the entry from your schedule.
💡 Action Steps
Select the entry you wish to remove
Click the Delete button
Confirm the deletion in the pop-up prompt
Can I filter the calendar by specific users?
If you are working in a team environment, you can use the sidebar filters to view calendars for other staff members. Check or uncheck the boxes next to their names to overlay their schedules onto yours, which is very helpful for finding gaps where everyone is available for a meeting.
💡 Action Steps
Locate the user filter list in the sidebar
Check the boxes for specific team members
Observe the overlaid schedules
How do I set up recurring appointments?
For events that happen on a regular basis, use the Recurrence settings. Within the event creation window, click on the Repeat checkbox. You can then specify if the event should repeat daily, weekly, or monthly, and choose an end date for when the series should stop.
💡 Action Steps
Open the event creation or edit window
Check the Repeat or Recurrence box
Select the frequency (Daily, Weekly, Monthly)
Set an end date for the series