Creating and Editing Events

Overview

Events are the building blocks of your center's schedule. In the Planner you create events, set them to recur, edit them, copy them, and delete them. This article covers the event form fields, recurring options, editing a single occurrence, and copying.

Before You Begin

You must be logged into Seniorverse with Care module access.
You need the Care:Planner permission (or Care:FullAccess).

Steps

Step 1: Open the event form

On the Planner page, select Add Event. The event form opens.

Planner with the Add Event button

Step 2: Enter the event details

Fill in the fields:

Field	Purpose
Name	The event's title.
Content	A description or notes.
Instructors	Who leads the event.
Location	Where it takes place.
Status	Pending, Review, Approved, or Rejected.

Event form with name, content, instructors, location, and status

Step 3: Set the date, time, and appearance

Set the event's date(s) and start/end times (or mark it all-day). Choose the event type, which sets its color and icon on the calendar, and assign Groups if your center uses them.

Event form with dates, times, type, and groups

Step 4: Configure recurrence (optional)

Turn on Recurring, then choose a Recurrence:

Weekly — select the days of the week it occurs, and set per-day times.
Monthly — choose the position (first, second, third, fourth, fifth, or last) and the weekday.

Event form recurring options

Step 5: Save the event

Save the form. The event appears on the calendar, color-coded by its type.

New event on the Planner calendar

Editing an Event

Open an event to edit it. Editing the event updates the whole series for a recurring event. Use the Copy action (the copy icon) to duplicate an event to new dates, the Comments action to discuss it with your team, or the delete action (trash icon) to remove it.

Editing a Single Occurrence

To change just one date of a recurring event, open that occurrence from the calendar. The occurrence form lets you set its Status (Active or Canceled) and override its name, content, instructors, location, all-day setting, and time for that day only. Canceled occurrences remain visible, crossed out, for the record.

Tips

Recurrence is Weekly or Monthly — set up a repeating series once instead of adding each date.
Set the event type so the calendar color and icon are consistent and easy to scan.
Use Copy for one-off events that follow a similar format on a different date.

Troubleshooting

Problem	Solution
The Add Event button is missing	You need the Care:Planner permission. Ask your administrator.
Recurrence options are not showing	Turn on the Recurring toggle first; the pattern options then appear.
I only want to change one date	Open that occurrence from the calendar and edit it there; editing the event itself changes the whole series.
The event is the wrong color	The color comes from the event type. Open the event and choose the correct type.

understanding-the-planner — Understanding the Planner
approving-and-rejecting-events — Approving and Rejecting Events
printing-and-exporting-schedules — Printing and Exporting Schedules