Adding employee's Birthdays or other Events to the schedule

Modified on Tue, 15 Apr at 1:22 PM

If you'd like to make a note about your employee's birthdays we propse the following two options for you:

Add Day Note

!!! Users need "Server Setup" Permissions to be able to add Day Notes. !!!

The Day Note is visible at the top of the Hourline Day, on the Toolbox > Calendar > Day, in the Long Form and the Web Access Tiers.

You can also Import a list of Day Notes to set all birthdays in one go.

In Object Manager, select a Type and add a new Object: Birthdays (Causes Conflict = No)

Add the Object to the Hourline View. Book the Object and add the person's name as "header".