Policyholder: How do I edit events in the shared calendar?

Updated 9 months ago by Jennifer B.

Events can be viewed by all claim team members and their companies.

Option 1

  1. Click View calendar in the My Shared Calendar card on your dashboard.
  2. Click the event.
  3. Click Edit [edit button].
  4. Edit the event information. 
  5. The original event invitees are automatically notified of the change. If you want to notify others of the event, select additional team members. 
  6. Click Save.

Option 2

  1. Click Calendar in your Main menu.
  2. Click the event.
  3. Click Edit [edit button].
  4. Edit the event information. 
  5. The original event invitees are automatically notified of the change. If you want to notify others of the event, select additional team members. 
  6. Click Save.

For a brief overview, watch the Shared Calendar video tutorial.


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