Use the Week, Month, and Agenda calendar views

How to do it

These steps are for PlanWell on the web.

1. Open Calendar and choose Week, Month, or Agenda in Calendar view. Use the previous and next controls to move through dates, or Today to return.
2. Choose Add schedule item or an available slot in the grid. Enter Title, Starts, Ends, Type, and Connected event when relevant.
3. Choose an Assigned team member if needed. Select Show in client portal only when the item should be shared, then choose Save schedule item.
4. Open an existing item to edit it. For recurring items, review Apply changes before choosing Save schedule item.