Calendar Module User Guide

The Calendar module lets you create events, mark attendance, filter sessions, view details, organize categories, and track history, helping instructors and administrators manage schedules with ease.

Step 1: Access the Calendar

• From the left sidebar, click on the Calendar icon.
• By default, you will see the Monthly view.
• Switch between Schedule and Categories tabs at the top.
• Use the View dropdown (top right) to change how sessions appear (Month, Week, Day, or List).

Step 2: Add a New Calendar Event

1. Click the Add Event button (top right).
2. Fill in required details:
   • Tutor/Employee (who will conduct the session)
   • Students/Attendees
   • Date, Start Time, and End Time
   • Category (e.g., Lesson, Group Lesson)

    3. Optional fields:

• • Platform (Zoom, Lessonspace, etc.)
  • Notes (for tutor/admin reference)
  • Recurring Option – enable Repeat Event if the class repeats:
    • Choose the frequency (daily, weekly, monthly).
    • Saves time for regular or standing sessions.

2. Click Save to confirm.

Tip: Always set accurate start/end times for smooth scheduling and payroll tracking.

Step 3: Take Attendance for a Session

1. Click on any scheduled session in the calendar.
2. Select Take Attendance.
3. Choose the attendance status:
   • Student Present (Billable)
   • Student Absent (Billable)
   • Student Absent with Notice (Not Billable)
   • Student Late / Tutor Late (Billable)
   • Tutor Canceled (Not Billable)
4. Add notes if needed and click Save.

Note: Correct attendance ensures accurate billing and tutor payments.

Step 4: Filter Events

• Click the Filters button (top right).
• Filter by:
  • Tutor/Employee
  • Student
  • Category
• Apply multiple filters together for a narrowed view.
• Click Apply to confirm or Clear All to reset.

Step 5: Manage and Create Categories

1. Switch to the Categories tab (top left of the calendar).
2. View all existing categories (e.g., Lesson, Group Lesson).
3. Add a new category:
   • Click Add Category
   • Enter a name (e.g., Workshop, Demo Class)
   • Set Active/Inactive status
   • Pick a color code for easy identification
4. Save your changes.

Tip: Categories make it easier to identify session types at a glance.

Step 6: Review Events and Session History

• Click on any event to view its details (time, tutor, students, notes, and platform).
• Use List View to see a chronological breakdown of sessions.
• Check past sessions for attendance records, notes, or payroll verification.