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Scheduler Overview
Scheduler Overview

Scheduler is a calendar manager made specifically for EA's, allowing for an ideal scheduling experience.

Paige McPheely avatar
Written by Paige McPheely
Updated over a week ago

How to Navigate Scheduler

Navigate to Scheduler using the feature selection menu, or by clicking this link.

To change the visible calendars, use the Calendar Selection on the right side of the screen.

NOTE: If your calendar is not displayed, you may also click "+ Add" to add calendars from Workspace Settings > Calendars.

View your month at a glance using the month view, located just above the Calendar Selection.

To jump to today's date, click "Today"

To move forward or backwards (depending on your current view) click the arrows towards the top of the screen.

To change your current view (Day, 3 days, Week, 2 weeks, or Month), as well as to toggle the display of weekends, click the dropdown on the top right of the screen.

Use the arrow next to "+ New" to collapse or expand the month view and calendar selection.

How to schedule a meeting

  1. Navigate to Scheduler using the feature selection menu, or by clicking this link.

  2. Click "+ New" in the upper left hand corner of Scheduler.

    NOTE: To Quick Add an event, find the desired time slot and click within the calendar.

  3. Enter the details of your event, including:

    1. The Title.

    2. The desired calendar to which you'd like to add this event.

    3. The color for this specific event. If left empty, the default calendar color will be applied.

    4. Date, Time, and Timezone.

    5. Whether or not this event will repeat.

    6. All guests you'd like to be invited, using their email addresses.

    7. A video conferencing link

      1. Note: Currently, only Google Hangouts are supported via a one-click integration. Check out this article for information on how to schedule Zoom meetings.

    8. The location for the meeting.

    9. An event description.

  4. Add any necessary attachments to the event.

  5. Add a tag and Priority using the icons at the top of the event modal, if you'd like.

  6. When ready, click "Save" in the top right of the event modal.

  7. To remove an event, find and select it on the Calendar. Click the three dots at the top of the event modal, and click "Delete."

    NOTE: You'll have a couple of seconds to Undo an accidental delete.

    You've just scheduled your first event using Scheduler!

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