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Add events in a case
Go to the Funeral Options page of any case.
Under Add Event choose the type of event.
Select a Date and Time, then Add Event.
If you check the box for Pending Event Date, the event won't sync to a connected calendar.
Fill out event settings in the modal.
Jump ahead for a detailed description of event settings.
Once saved, the event will appear on Funeral Options and your Passare Calendar.
Add events to the Calendar
Go to your Calendar by clicking Events from the navigation.
You might see colored events on your calendar.
If your organization has not customized event colors, you should see these defaults:
- Non-case event (yellow)
- Private case event (red)
- Public case event (blue)
Learn more about customizing event colors.
To create an event, click on the day you'd like to add the event to.
The Add event modal will appear. Continue reading to learn about each of these settings.
Event settings
Configure event settings to keep your calendar organized and accurate.
Case & non-case events
To create a case event, search and select a case in the first field.
Then select the Service type and use the Private event box to indicate if it is private or not.
Case events will also appear on the Funeral Options page of the case.
To create a non-case event, skip the first field and just name the event.
Event timing
Fill out date and time fields or check whether the event is date pending or all day.
Reminders
To be reminded of this event, select a reminder time.
You can receive event reminders by email, text, or in-app alerts.
Learn how to configure your own notifications.
Repeat
Non-case events can repeat.
For repeating events, select the frequency: daily, weekly, monthly, or yearly.
Then, specify when and how often it repeats.
🔁 Daily events: Event occurs every 1 day, 2 days, etc. at the same time.
Example: Every other day at 10am.
🔁 Weekly events: Event occurs every 1 week, 2 weeks, etc. or multiple times a week.
Example: Every week on Mondays and Thursdays.
🔁 Monthly events: Event occurs every 1 month, 2 months, etc. on specific date or certain week/day.
Example: Every month on the 25th or Every month on the 2nd Monday.
🔁 Yearly events: Event occurs annually on a specific date or certain week/day.
Example: Every October 25th or Every 2nd Monday of October each year.
Repeating events will be indicated on the calendar with a repeat icon.
Preparation due
Case events can have a Preparation Due date assigned.
This means that once the event is created, a corresponding Preparation Due date will be added to the Care Center.
Location & service providers
For case events, you can add the event location and service providers.
Select multiple service providers or delete them by clicking x next to their name.
For non-case events, the location dropdown will show any visitation rooms added to your branch.
Learn more about adding visitation rooms to a branch.
Add multiple events
Check Add another event to save your current event and create a new one.
Once you are done adding events, uncheck this setting before saving your last event.
After all event settings are configured, click Add.
Editing events
To edit an event, click the event and select the pencil icon.
If it's a repeating event, choose to either edit this event or all events.
Make necessary changes and save.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111.