Add or edit events to the Passare calendar

Add or edit events in Passare to keep track of services and more.

Jump to:

Add an event in a case

Go to Arrangement > Funeral Options.

Select funeral options under arrangment

Under Add Event choose the type of event.

Select a Date and Start Time

Then Add Event.

add date and time and then add event

If you check the box for Pending Event Date, the event will not appear on your calendar app if the app is connected to Passare.

pending event will not appear on calendar app

To connect your personal calendar with Passare see Connect Your Calendar.

Then add additional details and Save!

Additional details page

The event will now appear under Service and on your Passare Calendar. 

Funeral options Service list

 

Add an Event on the Calendar:

Add events directly to the Passare Calendar by going to System > Calendar.

Calendar from System drop-down

 

 

To add an event select the Date of the event.

Calendar

 

 

A pop-up window will appear.

If it's a Case Related Event, you can select the case from the drop-down.

If it's a Non-case related event, like a Passare training 😉 or a vacation day, you can check the box for Non-Case Related Event.

Go!

Add Event pop-up

 

For a Case Related Event, select the type of event and  Go.

Add Event pop-up

 

Add the Start Time, End Time, and any other details you'd like, Save!

Add event pop-up

 

For a Non-Case Related Event, add the Start Time, End Time, and the Name of the event, and Save.

Add Event pop-up

 

The events will be color coded by:

Color codes for events

Edit Events:

The calendar will show any event that has been added by any user. However, you'll only be able to edit the events you add.

To edit a Non-Case Related Event, select the event in the Calendar.

Non-Case Related Event in Calendar

 

Make the changes and Save.

Edit Event pop-up

 

To edit a Case Related Event, hover over the event and select the case identifier.

Case Identifier on a Case Related Event

 

This will take you to the Funeral Options page within the case.

Select the event you'd like to edit, make the changes, and Save.

Funeral Options page

 

The updated event will now appear on the Passare calendar and your calendar app if it's connected to Passare.

 

Need More Information?

 


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