Empress Calendar: Streamlining Business Operations & Time Management

Guides & Tutorials
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Introduction

Welcome to our easy-to-follow Empress Calendar guide! This guide will guide you through the utilization of the Empress Calendar, a feature designed to simplify your scheduling and event management, allowing you to focus on what truly matters for your business.

What is the Empress Calendar?

The Empress Calendar is your personal assistant within the Empress platform. It helps you effectively manage your time and events, allowing you to create, share, track, and even automate the scheduling of events. Its user-friendly interface allows you to easily view your schedule in a daily, weekly, or monthly format, as per your preference.

Accessing the Calendar

To access the Empress Calendar, simply follow the path below:

Home > Tools > Calendar

How to Create Events

Creating events in the Empress Calendar is as easy as 1-2-3!

  1. Navigate to the Calendar and click on New.
  2. Fill in the Subject and the Start Date of the event.
  3. Click Save.

You can also create an event directly from the ‘Day View’ of the Calendar. Just select the time slot for your event, enter the event’s subject, and drag the bar to the end time of your event.

Automatic Event Creation

Empress Calendar offers several ways to automatically create events:

  • Lead-Based Event Creation: While working with a Lead form, you’ll see fields labeled as ‘Next Contact By’ and ‘Next Contact Date.’ Once you fill in these fields, an event is automatically created for the specified user on the chosen date and time.

  • Job Card-Based Event Creation: Whenever a Job Card is created for a user in Empress, an event is automatically generated in the Calendar.

  • Birthday Event Creation: A Birthday Event is automatically created based on the Date of Birth specified in the Employee master record.

Scheduling Recurring Events

For regular organizational events, Empress allows you to create recurring events. All you need to do is enable the ‘Repeat this Event’ option for the event and specify the frequency (daily, monthly, weekly, or yearly) in the ‘Repeat On’ field. If you want the event to repeat indefinitely, leave the ‘Repeat Till’ field blank.

Event Reminders

Empress offers two ways to set reminders for an event:

  1. Enable Reminder in Event: By checking the “Send an email reminder in the morning” box in the Event master, a notification email is sent to all participants of the event.
  2. Create Email Digest: To receive email reminders for events, set an Email Digest for Calendar Events. You can do this through:

    Setup > Email > Email Digest

With the Empress Calendar, you can streamline your business operations, stay updated with important events, and improve overall time management. For further assistance, feel free to explore other Empress guides or reach out to our support team.