Policyholder: How do I add an event to the shared calendar?

Updated 1 year ago by Jennifer B.

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

Option 1

  1. Click Add calendar event in your Welcome card.
  2. Enter the event information.
  3. Select the team members you want to notify of the event.
  4. Click Create.

Option 2

  1. Click View Calendar in your My Shared Calendar card.
  2. Click Add calendar event.
  3. Enter the event information.
  4. Select the team members you want to notify of the event.
  5. Click Create.

Option 3

  1. Click Calendar in your Main menu.
  2. Click Add calendar event.
  3. Enter the event information.
  4. Select the team members you want to notify of the event.
  5. Click Create.

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

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