The unified calendar and external calendar connections
Every dated record on one calendar: sources, month/week/list views, and two-way ICS connections with Google and Apple calendars.
One calendar, many sources#
Ohana360 does not keep separate calendars. Every kind of record that carries a date appears on the same Calendar tab, in its own color. Which sources show up depends on the apps enabled in your org: a disabled app's entries are not on the calendar either.
| Source | Where it comes from |
|---|---|
| Events | Core: the start date of Event records |
| Tasks | Core: task due dates |
| Appointments | Clinic360 |
| Hearings | Legal360 |
| Viewings | Estate360 |
| Content Calendar | Influencer360 |
| Check-ins and Check-outs | Booking360 reservations |
| Orders | Commerce360 |
| To-Dos | ToDo360 |
Views#
- Month: the classic calendar grid. When a day holds more than three entries, a "+n" appears below them.
- Week: an hour-by-hour grid. Timed entries become blocks sized by their duration, and overlapping ones split into side-by-side lanes.
- List: the fully equipped list view of events (filters, column selection, inline editing).
Your view preference is saved and comes back the next time you log in.
Filtering sources and "only mine"#
Above the month and week views there is a colored chip per source. Clicking a chip hides or restores that source. The Only my records button next to them narrows the calendar to entries you own. Both preferences are stored per user.
Adding a record straight from the calendar#
In month view, hovering a day reveals a plus sign in its top right corner. Click it to pick Event or Task; the form opens pre-filled with that day's date. The New Event button at the top of the page opens an empty event form instead.
From an entry to its record#
Every entry on the calendar is really a record. Clicking one opens that record's page: a hearing opens the hearing, a check-in opens the reservation. Completed tasks and to-dos are struck through, so finished work does not clutter the day. When you change a record's date, its entry moves to the new day on the calendar by itself; there is nothing else to do.
On narrow screens the calendar keeps the same three views; the view picker becomes a segmented control at the top and calendar connections move into an icon in the header.
Calendar Connections#
The Calendar Connections button at the top of the page manages both directions. Both are personal: the settings apply to your user, not to the whole org.
Seeing your Ohana calendar elsewhere
- Press Create Feed Address; a secret ICS address is generated just for you.
- Copy the address.
- Google Calendar: Settings > Add calendar > From URL. Apple Calendar: File > New Calendar Subscription.
The feed carries the events you own. Regenerate Address issues a new one (older subscriptions stop working) and Cancel switches the feed off entirely.
Seeing your existing calendar inside Ohana360
- Get the secret ICS address of your calendar. In Google Calendar: Settings > pick the calendar > Access permissions > "Secret address in iCal format".
- Paste the address, give it a label (for example "Google Calendar") and press Connect.
- You can connect up to 5 external calendars; each becomes its own colored source.
- External entries are read only: they cannot be edited in Ohana360 and have no record page to open.
- Entries refresh by themselves at least every 15 minutes; if you do not want to wait, press Refresh Now.
- Remove cuts the connection; nothing in your org data is deleted.