Calendar & Scheduling

Summary: View and manage your schedule using Day/Week/Month calendar views, create events, and keep courses and dives organized.

Audience & Prerequisites: Operations and instructors with scheduling permissions.

UI Paths:

  • Planner → Calendar (Day/Week/Month views)

  • Dive Planner (instances and sessions focus)

Step-by-step

  1. Navigate the calendar

  • Header controls: Today, Previous, Next, date picker.

  • Views: Day, Week, Month (Month may show “not yet implemented”).

  • The header shows the current date or “Week of …”.

  1. Create events

  • From the planner, open the event creation flow and choose event type:

    • Course: pick Course (from catalog), optionally Instructor.

    • Dive: set Dive Site, optional Max Depth and Max Participants.

    • Regular: general event with Title/Date/Times/Location/Notes.

  • Set Title, Date, Start/End time, Location, Notes; All-day optional.

  • Submit to create the event and refresh the calendar.

  1. Manage course instances and sessions

  • Use the Dive Planner to load Course Instances (Active/Scheduled/Completed) and their sessions.

  • Sessions reflect morning/afternoon defaults if generated.

  • If Google Calendar is connected, sessions can sync to your calendar.

  1. Inspect and edit events

  • Click an event card to view Time, Location, Type, and Staff.

  • Click Edit to open the edit modal; Save updates and closes it.

  1. Filter and plan

  • Switch Day/Week/Month to change granularity.

  • Use the date picker to jump to a target date.

Results & Where to Verify

  • New/updated events appear in the Planner’s Day/Week/Month views.

  • Course instances and sessions appear in the Dive Planner; Google Calendar shows synced sessions where enabled.

  • Course Products: configure catalog entries.

  • Course Instances: schedule runs of courses.

  • Dive Planner: plan and manage instances and sessions.

  • Assign Divers: assign people to activities.

Troubleshooting

  • Month view message: “Month view not yet implemented” indicates limited functionality; use Day/Week.

  • Missing events: check filters/date; ensure you have company access and data.

  • Calendar sync issues: verify Google Calendar connection in settings.

Last updated