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Calendar (Agency)

The Calendar at /admin/calendar aggregates events and calendar requests across all clients.

Views

Switch between month, week, and day views using the controls in the top right of the calendar.

Event types

TypeCreated byDescription
EventAgency or clientA scheduled item (meeting, deadline, campaign launch, etc.)
Calendar requestClientA client-submitted request for a new event — requires agency review

Handling calendar requests

When a client submits a calendar request it appears in a Pending Requests queue alongside the calendar. To action a request:

  1. Click the request.
  2. Review the details (title, proposed date, notes from the client).
  3. Click Confirm to create the event, or Decline to reject it.

Confirmed events appear on the calendar and are visible to the client. Declined requests are removed from the queue.

Creating events

Click any date on the calendar or click New Event to create an event. Choose which client the event belongs to — this scopes its visibility to that client's portal.

Client-specific view

Each client's detail page has a Calendar tab showing only their events and requests.

Client Portal Help Documentation