Choose the right view
Open Schedule, confirm the workspace, calendar, date range, and time zone. Switch views when needed to check both the event details and surrounding availability.
Create an event
Choose the date and time, add a clear title, select the intended participants, and include only information appropriate for everyone who can view the event. Review conflicts before saving.
Change an event
Open the existing event rather than creating a replacement. Confirm whether the change affects only your calendar or other participants, then verify the new date, time, and status.
Manage public booking
Before sharing or publishing a booking option, review its availability, duration, lead time, time zone, confirmation, and destination. Complete a synthetic test booking and verify both the public confirmation and the Workganic booking.
Verify workflows separately
A saved event, a confirmed booking, and a completed workflow step are different results. Review each visible status and investigate skipped or failed steps before assuming follow-up occurred.