Events

📅 Calendar System

tDoc provides a comprehensive calendar system that helps you manage appointments, schedule callbacks, and coordinate with your team and AI receptionist:

🔍 Calendar Overview

The calendar system in tDoc allows you to:

• Schedule and Track Events: Create and manage appointments in a visual calendar
• Manage Availability: Set working hours and availability for scheduling
• Collaborate: Coordinate schedules across team members and professionals
• Integrate with Tasks: Link calendar events to specific tasks

🕰️ Timezones

Managing timezones effectively is crucial for global teams and customer interactions:

• Team Timezone: tDoc uses your team's timezone automatically for all calendar events

Learn more about Timezones

📆 Events

The core of the calendar system is event management:

➕ Add an Event

Create new calendar events quickly:

1. Click the "+ Add Event" button in the ellipsis menu next to the month view button
2. Enter event title, description, and location (physical or virtual)
3. Set start and end date and time
4. Assign to specific professionals
5. Set Event Type
6. Click "Create event" to save

An easy to remember Reference code will be generated automatically.

✏️ Edit an Event

Modify event details as needed:

1. Click on the event in the calendar view
2. Update any event details
3. Click "Update event" to update the calendar

🗑️ Delete an Event

Remove events that are no longer needed:

1. Select the event in the calendar
2. Click the "Delete" button from the event menu
3. Confirm deletion when prompted

🔍 Search Events by Reference Code

Quickly find specific events:

1. Click the search icon next to the calendar view buttons
2. Enter the reference code for the event and hit enter

The event details dialog will open with the event details.

⏰ Availability

Manage when you and your team are available for appointments. All the events in the calendar is based on availability of professional profiles.

🗓️ Setting Availability

Any event created in the calendar with a professional assigned and marked with a status of "Available" will be seen by your AI agent as a time slot for scheduling.

🚫 Blocking Time

• No event for a specific time slot will be seen by your AI agent as unavailable time slot for scheduling.
• Any event marked as "Unavailable" will be seen by your AI agent as unavailable time slot for scheduling.

🔗 Link Task to Event

Your AI Agent will connect calendar events to specific tasks for better workflow management:

1. Open an event from the calendar
2. The Tasks count will be shown on the top right corner of the event card
3. Click on the "View Tasks" link to view the tasks linked to the event when count is more than 0

🔄 Task-Event Integration Benefits

• Contextual Information: Access event details while working on tasks
• Status Tracking: Update task status directly from calendar events

👥 Filter Events by Professional

View calendar events for specific team members:

1. Use the filter menu in the calendar view
2. Select one from the list
3. The calendar will update to show only events assigned to selected team members
4. Toggle between individual and team views as needed

🔄 Sync Options

tDoc calendar supports synchronization with external calendar systems:

• Google Calendar: Two-way sync with Google Calendar
• Microsoft Outlook: Import and export Outlook calendar events
• 3rd Party Integration: Jane, Cal.com, OscarEMR, etc.

📱 Mobile Access

Access your calendar on the go:

• Responsive Design: View and manage calendar from any device
• Mobile Notifications: Receive alerts for upcoming events
• Quick Actions: Respond to event changes from notification panel

Next Steps

Now that you understand calendar management, explore these related features:

• Task Integration
• AI Receptionist Scheduling
• Client Portal Calendar View