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How Do I Create and Schedule an Event in Albi?

This article walks through how to create a new event in the Scheduler, including assigning staff, linking projects, setting dates and times, and applying categories and tags.


How to Create a New Event

  1. Click the + New Event button at the top-right corner of the scheduler.
  2. A form will open where you can enter all event details, including:
    • Title
    • Start & End time
    • Time zone
    • Repeat settings
    • Required Staff Member (this is the main assigned user)
    • Optional Staff Members
    • Project (link the event to any project)
    • Address (auto-fills from project)
    • Status (Unconfirmed, Confirmed, In Progress, Complete, Hold)
    • Event Category
    • Tags (e.g., Emergency, Residential, Repeated Customer)

  1. After entering the required information, click Save.



What Happens After You Save

  • The event appears directly on the calendar in the correct time slot.
  • The assigned Required staff member receives an email notification with the event details.
  • Tags and category colors will display on the event tile so it’s easy to identify at a glance.

📝 Note:

If recipients accept the event from their email invitation, a follow-up email will be sent that allows them to add the event to an external calendar (such as Google Calendar or Outlook). This follow-up is known as an iCal invite.

Albi does not sync directly with external calendars. The iCal invite simply allows recipients to add a one-time copy of the event to their personal calendar. Any future changes made to the event in Albiware will not automatically update external calendars.