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Stay organized with Passare's Calendar

Keep up with services, meetings, appointments, and more with Passare's Calendar feature.

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Calendar overview

To view your organization's Calendar, select Events from the navigation.

Events button in navigation

 

If you have events added in Passare, you will see them in colored blocks.

By default, events will appear this way:

  • Non-case events are yellow
  • Private case events are red 
  • Public case events are blue

Calendar month view with events in default colors: red, blue, and yellow

Learn more about customizing event colors for your organization.

 

Recurring events have a repeat icon, and private events have the eye-slash icon.

A staff meeting event with the repeating icon and a Family Viewing event with the eye slash icon

 

For events that span several days, the color block will stretch accordingly.

A vacation event that spreads across two days

 

To switch your view, use the month, week, day, or list buttons in the top-right corner.

Month, Week, Day, and List view buttons with "Month" selected

 

Use the arrows on either side of the header to view other months, if needed.

Then click Today in the top-left corner to jump back to today's date.

Month and year header with skip arrows on either side and a Today button on the left

 

To connect Passare's Calendar to your personal calendar (like iCal, Google, etc.), click the link icon in the top-right corner.

You can also print your calendar in a table format using the printer icon.

Link and printer icons in the top right

Learn more about connecting your calendar.

 

Create an event

You can add events directly to the Calendar page or within a case.


To create an event from the Calendar, simply click the day you'd like to add it to. 


Monthly calendar view with yellow, red, and blue colored events

 

To add events from the case, go to the Funeral Options page.

Case navigation showing Funeral Options

 

Under the Add Event section, select the type of event from the dropdown.

Then choose a date, time, and click Add Event. 

Add Event section of the case Funeral Options page

For help customizing your event type options, reach out to Passare Support.

 

Both will open the Event modal. Continue reading to learn about each setting.

Add event modal

 

Event settings

Customize your event with Event settings.

Case & non-case events

To create a case event (i.e. funeral services), 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 select and service type dropdown


To create a non-case event (i.e. staff meetings, vacations, etc.), skip the first field and name the event.

Name field for non-case events with "Staff meeting" typed in

Non-case events can only be created from the Calendar.

 

Event timing

Fill out date and time fields or check whether the event is date pending or all day.

Date pending and All day event checkboxes

 

Reminders

To be reminded of this event, select a reminder time. 

You can receive event reminders by email, text, or in-app alerts. 

Reminder dropdown with increment options

 

Repeat

Non-case events can repeat.

For repeating events, select the frequency: daily, weekly, monthly, or yearly.

Repeat dropdown

 

Then, specify when and how often it repeats.

Secondary modal for repeating events

🔁 Daily events: Event occurs every 1 day, 2 days, etc. at the same time.
Example: Every day at 8am or 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.

 

Preparation due

Case events can have a Preparation Due date assigned.

Preparation Due dropdown

 

This means that once the event is created, a corresponding Preparation Due date will be added to the Care Center.

Preparation Due date table in 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.

Location and Service Providers dropdowns with two service providers selected

 

For non-case events, the location dropdown will show any visitation rooms added to your 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.

Add another event checkbox

After all event settings are configured, click Add.

 

Manage your Calendar

To edit an event, click the event and select the pencil icon.

Staff event popover with event details and edit icon

 

If it's a repeating event, choose to either edit this event or all events.

Repeating event edit options showing "This event" and "All events"

 

To edit details, make necessary changes and save.

Edit event modal with green save button

 

To delete the event, click Delete from the bottom left of the modal.

Delete link at bottom of event modal

 

Then, confirm delete with the Delete button.

Delete confirmation message with red delete button

 

Need more information?

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