A Guide to Using Calendar

Edited

This feature allows care providers to schedule activities and events, manage attendance, and keep their facility's programming organized in one place. Multiple calendars can be created to separate different types of events — such as programs, staff meetings, training sessions, or health service appointments. This guide provides an overview of the Calendar feature and how to configure it to suit your organisation's needs.


Types of Calendars

StoriiCare offers three Calendar types and each one is on the system by default. Calendars can be configured and managed from Calendar Settings via the settings wheel icon at the top of the page.

  • Event Type — Does not support attendance tracking. Best suited for informational entries such as Themed Days or Staff Meetings, where participation does not need to be recorded.

  • Activity Type — Supports attendance tracking for every scheduled activity. This is the most commonly used calendar type in residential care settings and adult day services.

  • Tasks — This is not a calendar that can be created, but a default option within the Calendar feature. It displays Tasks scheduled for participants in a calendar view, making it easy to see upcoming assessments, care plan reviews, or other task-based deadlines at a glance.

Calendar Settings Overview

How to View Your Calendars

  • Select Calendar from the Dashboard

  • Use the dropdown menu at the top to navigate between Calendars

  • Use the filters available at the top of the page to narrow down your calendar view:

    • Staff — View activities being facilitated by a specific staff member

    • Participants — View scheduled activities that a selected participant has been invited to

    • Tags — Filter by tag to view activities within a specific category

    • Activity Types — View only the scheduled activities that match a selected Activity Type

    • Activity Locations — View activities taking place in a specific location (e.g. The Conservatory, The Arts & Crafts Room)

Use the Month, Week, Day, or Today options at the top of the page to switch between different calendar views.

Use the arrows on either side of the month to navigate backwards and forwards through the calendar year.

Participant Calendars

The Calendar feature is also accessible from each participant's profile.

When viewing a Calendar from a participant profile, staff will only see:

  • Activities a participant was invited to when the activity was scheduled

  • Activities and events scheduled directly to the participant's calendar (i.e., Doctor Appointment, Case Management Meeting)

How to Schedule an Event or Activity

  • Open the Calendar feature

  • Click the Add button in the top right corner

  • Type the activity or event name in the Search bar

    • If it doesn't exist yet, click +New Activity Type and fill in the details — once saved, it will be available to select and schedule

  • Click on the activity or event you want to schedule

  • This will bring you to the scheduling page

Configuring the Details

Once on the scheduling page, fill in the following:

  • Date — The date the activity or event starts or takes place

  • Recurring — Set a recurrence pattern if the activity repeats (e.g. Weekly, Monthly)

    • Toggle on Recurring indefinitely until if the pattern stops after a set number of weeks/days.

  • Location (Optional) — Select a location if applicable. Locations can be managed from Calendar Settings

  • Time — The time the activity or event takes place

    • Check All Day if the activity does not take place at a specific time (e.g. 70s Day or a Themed Day)

    • Check Duration if you want to specify and display how long the activity or event will run

  • Tags — Default activities have pre-selected Tags, but users can customize them

  • Enable RSVP — Check this box if you want Connections (participant family members) or Participants themselves to be able to RSVP for the activity or event. RSVPing is done through the Storii Family App.

    • When this box is checked, users have the option to add a limit to the number of attendees that can RSVP. This works well for something like an outing where the van has a limited number of seats.

    • Staff will be able to see how many people have RSVPd from the Today view on the Calendar.

  • Description — Enter an explanation of the event or activity. Users can upload additional files, link to websites or videos, create bullet lists, etc.

  • Add a cover picture — This adds a cover photo to the event or activity on the Calendar. It is visible to staff and those using the Storii Family App. Users can select from a default list or upload their own.

Recurring Activities

If an activity is set to recurring, it will automatically be added to the calendar at the selected interval — whether daily, weekly, or monthly — without any further scheduling required.

Please note that recurrence scheduling does not currently support relative day patterns, such as "the 4th Tuesday of every month" or "the last Friday of every month."

Activity Tags

Activity Tags allow care providers to categorise the types of activities they offer. In the Analytics section, directors can view a breakdown of activity by tag — useful for tracking how many cognitive, physical, or environmental activities were facilitated over a given period.

StoriiCare includes a default set of Tags that cannot be deleted, but custom tags can be added to suit your organisation's needs. These can be managed from Calendar Settings > Custom Elements > Tags.

How to Cancel or Delete an Activity or Event

How to Cancel

  • Open the Calendar

  • Navigate to the correct day

  • Find the activity you want to cancel

  • Click on the three dots in the right-hand corner

  • Click Mark as cancelled

  • If the activity/event is recurring, users will be asked if they want to cancel only for that day, or for all future recurrences

Marking as cancelled will leave the event visible so that others can see what was originally scheduled. 

How to Delete

  • Open the Calendar

  • Navigate to the correct day

  • Find the activity you want to cancel

  • Click on the three dots in the right-hand corner

  • Click Delete

  • Confirm your intention to delete

  • If the activity/event is recurring, users will be asked if they want to delete only for that day, or for all future recurrences

Deleting an event cannot be undone, and the event will be completely removed from the calendar.

Calendar Sharing & Export Options

StoriiCare provides several ways to share and display your calendars, whether you need a printable export or a live digital display. Calendar exports can be configured with your business logo and colours, and are accessible from the Export button in the Calendar feature.

Calendar Exports

Monthly & Weekly Calendars

  • File types: PDF, CSV, Word Document

  • Modes: Table (most common), List

Day Calendar

  • File types:

    • PDF

      • Simplified Layout — Title and time only

      • Detailed Layout — Title, time, description, tags, location, and more

    • CSV

    • Word Document

  • Modes: List

Simplified (above) and Detailed (below)

Digital Signage

Turn any smart TV or television with an HDMI socket into a dynamic digital display using the StoriiCare Digital Signage App. Care providers can display daily, weekly, and monthly calendar views alongside a slideshow of photos.

To learn more about setting up Digital Signage, see our guide: A Guide to Digital Signage.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.