Scheduling a Group Program

Learn how to schedule a group program on your planning calendar.

• Click into a specific day on your calendar. This will open a "New Program" pop-up window populated with your chosen date.

• Click on the + sign on the top left of your calendar. This will open a "New Program" pop-up window populated with today's date.

• Select "Group" from the program type menu along the top of the window to specify that this will be a Group Program.

• Fill out all of the information for your Group Program:
  • Title (i.e., what you'd like the program to be called on your calendar)
  • Date 
  • Start & End Times
  • Location (i.e., where the program is happening)
  • Recurrence (i.e., how often the program repeats/occurs)
  • Level of Care or Home Area (i.e., which residents the program is for)
  • Calendar (most clients have a single calendar for their recreation team, while some opt to maintain a secondary calendar for internal or staff events)
  • Dimension(s) of Wellness (depending on your company settings, you may be able to select more than one)
  • Facilitator(s) (i.e., the individual(s) who will be running the program)
  • Hobbies (i.e., hobbies or interests that relate to the program)
  • Tags, if applicable (the 'Tags' available to you are custom to your company, and allow you to further categorize your programs for reporting and calendar formatting)
  • Notes, if applicable (these notes are internal and not shown on printed calendars)
• If you'd like to get an idea of which residents are most likely to attend the program, you can click "Load Residents" in the "Residents Likely to Attend" section of the pop-up. Welbi will analyze all of your attendance and assessment data to identify residents who are likely to attend based on their past participation and hobbies/interests.

• Once you're finished entering your program information, click the "Create" button.