Creating Calendars for the New Year

Modified on Mon, Aug 18 at 7:40 PM

Overview


Between each operational year, you will need to create a calendar inside of Hubbe for each agency program you have. This article will teach you how to create and update Hubbe calendars for the new program year.



Written Steps


Step 1: Login as an Admin

  • Sign into Hubbe with the Agency Admin Role
  • No other role can edit these program calendars


Step 2: Navigate to your Agency Programs

  • From your home page, click the menu item titled Agency Setup and the submenu titled Agency Programs
  • From this page you will see all of the agency programs that exist for your program, reflective of the services that your agency offers
  • Click into one of the agency programs we wish to update the calendar for, by clicking the blue Actions button, then clicking View / Modify


Step 3: Create our new Program Calendar

  • Navigate to the third tab that is labeled Program Calendar
  • Click on the blue button labeled Create Calendar
  • Enter all of the details about your new calendar in the Create Agency Program Calendar modal, then click the blue Save button to create the shell of your new calendar
  • Edit the operational and non-operational days by clicking on the name of your calendar, this should be a blue hyperlink
  • From inside the calendar editor, change the operational days of the Hubbe calendar to match the operational days of your internal calendar
  • Once the days of operation / non-operational days match your internal calendar, move to step 4


Step 4: Assign the new Program Calendar to Sessions

  • From the calendar editor page click the blue Back to Grid text button
  • Navigate to the Program Calendar tab once more
  • Scroll Down to the Session Calendars section of the page
  • Click the checkboxes next to the session(s) that this calendar should be assigned to
  • Click on the blue button titled Assign Calendar to Sessions
  • Select the new calendar you just created from the drop-down
  • Click on the blue Save button to finalize this calendar assignment


Repeat steps 2-4 as many times as needed for each respective Agency Program that your agency offers.



Congrats! You have successfully created Hubbe calendars for the new year! For a verbal explanation with visuals, please refer to the tutorial video below.



Tutorial Video


This 13 minute video  will also show you how to create calendars for the new program year:




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