The calendar allows you to keep track of your events and agendas. With the calendar, you can plan your schedule effectively and stay up to date on current and future events.

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Mobile

When you tap a date on the calendar, this is what your schedule will look like:

  • Events:
    • The event name.
    • The event start date and end date.
  • Agenda items:
    • The item name.
    • The item start time/date and end time/date.
    • The event that the item belongs to.
  • Hotel:
    • The hotel name.
    • The check-in date and check-out date.
    • The hotel address.
  • Flight:
    • The departure airport/city and arrival airport/city.
    • The departure time.
    • The airline name and flight number.
  • Rental car:
    • The rental company name.
    • The rental start time and end time.
    • The confirmation number.

Note:

  • Tap any of the schedule items to go to the event that they are associated with.
  • Tap the Today button to return to the current day.
  • Dates with events will have dots underneath them.
  • Travel itineraries imported from an external travel provider (ex. Concur) will have a Match travel button next to them.
  • When you click the Match travel button, you will be able to assign the travel itinerary to an event that you are attending or create a new event for the itinerary.

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Web

Calendar

  • The calendar will display the year, month and days.
  • You can switch between months by clicking the arrow buttons.
  • The current day will be highlighted in blue.
  • Days with events will have a green underline.
  • Days with unmatched travel details will have an orange underline.

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To Do List

  • When you click on a date on the calendar, the To do list will populate with whatever events and schedules are attached to that date.
  • The To do list will contain different items, depending on your event status.

All users To Do list: These are the segments that every user will see, regardless of their event role.

  • Get directions
    • This link will navigate you to Google maps as long as the event address has a latitude and longitude.
  • Feed post
    • You will see the number of comments and replies that have been posted to the event.
    • The link will navigate you to the event feed tab.
  • Agendas
    • You will only see the number of agenda items that have been assigned to them.
    • The link will navigate you to the event agendas tab.
  • Documents
    • You will see the number of documents that have been uploaded to the event.
    • The link will take you to the event documents tab.
  • Website
    • This will only appear if a website has been added to the event page.
    • The link will take you to the event website.

Creator/organizer To Do list: These are the segments that only event creators/organizers will see.

  • Unregistered attendees
    • You will see how many attendees have yet to register for the event.
    • The link will take you to the event attendee tab.
  • Change request
    • You will see the number of pending change requests.
    • The link will take you to the change request tab.
  • Export attendee list
    • The link will allow you to export the current list of attendees and will also include registration status for each attendee.
  • Export hotel list
    • The link will allow you to export the list of hotel reservations, only if:
      • You selected to manage hotel reservations for attendees.
      • A hotel has been added to the event.

Attendee To Do list: These are the segments that event attendees will see.

  • Event registration
    • This will only appear if you have not registered for the event.
    • The link will take you to the registration form on the event page.
  • Travel details
    • The link will navigate you to your personal travel details page for the event.

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User Schedule

  • The user schedule will display a list of daily event details to the user
  • The user will see the month, date and year at the top.
  • Each event schedule will be displayed as follows:
    • Schedule type: event, agenda item type or travel type.
    • All Day or Start time.
    • The Day the schedule occurs on.
    • The item name. [for agenda items]
    • The event that the item belongs to.
    • The travel agency name. [for travel items]
    • The number of events that the item is matched to.
    • The arrival and departure locations.
    • The hotel name.
    • The arrival and departure days and time.
    • The event name.
    • The event location. [for events]

Notes:

  • For travel itinerary:
    • When you click the itinerary name (flight, car, hotel), you will see
      • The travel logo and itinerary name.
      • Confirmation number.
      • Flight number. [only for flights]
      • Departure date, location and time.
      • Check-in date. [for hotels]
      • Arrival date, location and time.
      • Check-out date. [for hotels]
      • Description.
    • When you click the Matched to [#] event(s), you will see
      • The travel logo and itinerary name.
      • A list of every event that the itinerary has been matched to.
      • Event name.
      • Start and end date and times.
      • Location details.
      • Notes.
      • A link to go to the event page.
  • Travel itinerary imported from Concur will have a Match travel button next to it.
  • When travel itinerary is imported to the user schedule, it will have an orange banner.
  • When the user clicks the Match travel button, a modal will appear. In this modal, the user will be able to assign the travel itinerary to an event that they are attending or create a new event for the itinerary.
  • When travel itinerary has been matched to an event, the orange banner will become gray.
  • When an event is deleted, the travel itinerary associated with the event will remain in the user schedule.



Disclaimer: Concur is a registered trademark of Concur Technologies, Inc.