Color-code your calendar

Jump ahead to

• Admin settings
• Create rules
• Examples
• Rearrange, edit & delete rules
  
  
  

Admin settings

First, go to Settings.

 

In the sidebar, go to Events > Calendar.

 

Here, you'll see a section to create event rules and another for appointment rules.

You will also notice 3 default colors: 

• Red for Private Events
• Blue for Public Events
• Yellow for Non-Case Related Events

 

Events vs. Appointments

Events refer to services added to Funeral Options and non-case related events such as meetings, vacations, etc.

Appointments refer to arrangement meetings added on the Appointments page in the case.

 

 

Create rules

Click Add rule under the correct section. Then, use the dropdowns to define the rule.

 

Case type

Select which case type(s) this rule applies to: At-need, Imminent-need, Pre-need, or All. 

You can also select Non-Case Related if this applies to events unrelated to a case.

[screenshot of dropdown]

 

Option

Use the Option dropdown to select what kind of data you want to target in this rule.

 

Condition

Narrow down your rule further with the Condition field.

Color

Click the black square to select a color for this rule. 

You can choose a preset color or create a custom one using the color-picker tool.

Then, click Choose.

 

Once your rule is configured, click the green check mark to save!

 

Examples

Below are some examples of Calendar color-coded rules.

Example 1: Color all funeral services green

Create a rule in the Event color-coding section with these settings:

• Case type: All or At-need
• Option: Events or Event types*
• Condition: Funeral Service

*Events refer to a service's name; Event types refer to its category, as set up in Events > Services. 

 

Example 2: Color branch events orange

Create a rule in the Event color-coding section with these settings:

• Case type: All
• Option: Branch
• Condition: Select branch

To give each location a color, create a rule for each branch.

 

Example 3: Color at-need arrangements with a specific director in pink

Create a rule in the Appointment color-coding section with these settings:

• Case type: At-need
• Option: Appointment with
• Condition: Select director

 

Rearrange, edit & delete rules

Rearrange

Events can only show one color at a time. If multiple rules apply to a single event, it will display the higher priority rule.

Drag rules within the list using the arrow icon to set their priority.

Rules placed higher in the list will be treated as higher priority.

 

Edit & delete

To edit a rule, click the pencil icon, make changes, then click the green check mark to save.

To delete a rule, click the trash can icon, then select Yes to confirm.

 

Need more information?

• Stay organized with Passare's calendar
• Add & edit event types
• Connect your calendar
  
  

Need help? Email us at support@passare.com or call 1-800-692-5111.