---
title: "Welbi Masterclass: Streamlining your Print Calendar Prep"
description: In this masterclass, we’ll walk you through some tips and tricks designed to save you time while creating stunning calendars that your residents will love.
---

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# Welbi Masterclass: Streamlining your Print Calendar Prep

## In this masterclass, we’ll walk you through some tips and tricks designed to save you time while creating stunning calendars that your residents will love.

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> *This video is a recording of a live Welbi Masterclass that took place on April 4, 2024.*

### *Before you Print*

#### **Set Yourself up for Success**

**Use recurrences:**  [Using recurrences](https://knowledge.welbi.co/kb/how-to-set-a-recurrence-for-a-program?hsLang=en) for your programs that run on a weekly, daily, etc basis helps speed up your scheduling.

**Keep program titles clear and concise:** This helps save space in your print calendar and makes it easy for residents to read your programs.

**Set a date:** Try and set a date each month to have all of your programs scheduled. This way everyone knows when they can start working on their print calendar.

 

### *Printing Multiple Calendars*

#### 'Create Copy' is your Friend

If you’re creating multiple print calendars in a month, ‘Create Copy’ is a time saving tool for you and your team. You can use the ‘Create Copy’ button to: 

- [Create a duplicate](https://knowledge.welbi.co/kb/creating-a-copy-or-duplicate-of-a-saved-print-calendar?hsLang=en) of an existing calendar
- Create your first calendar as a “template” and then use Create Copy to create the next ones 
    - The only changes you’ll need to make are updating the filters (who is the calendar for), updating the header, and editing the title to reflect who the calendar is for.

![](https://lh7-us.googleusercontent.com/xdAYhe1McSDmnnirUQpgAasS2xV7AlcFffE5R5CcETEYn9VbVCV6NLiXG94E1nW_gQvFbD6zeCdDR7L89BWdHpyIWmRITN4wD38ER8Bwn-CHaqMef7uL0HRdkICgqoXcrzVd410Y8CS_g1NuTbXQePmmhQ=s2048)

#### Filters, Filters, Filters!

Quickly and easily [narrow down the programs](https://knowledge.welbi.co/kb/selecting-which-programs-and-announcements-will-appear-on-your-print-calendar?hsLang=en)that appear on your print calendar using the filter buttons along the top left corner.

- This is helpful if you print a different calendar for different levels of care, home areas, or floors
- You can create specific calendars for different locations within your community (e.g. display a calendar outside your Activity Room)
- You can create calendars for each facilitator to have to see the programs they’re running that month

![](https://lh7-us.googleusercontent.com/WxlUSt6jZ3TGV3MQKxYYP5Rledc6YUehlz3TC5eLidbp9P866lhapbgglZJefB2r-JV5Gjn824YLOy4OGy719NSdG2cqy0m0po7K9uPOYmuICGUh5aFdEcZ5WYY-AVKyO0SZ8q9dCePLgUvn10ceJEeEeQ=s2048)

Who is Your Calendar For?

Edit the text, font style, size, and colour of your Print Calendar [Header](https://knowledge.welbi.co/kb/editing-your-print-calendars-header-or-subheader?hsLang=en)

- You can change the name to the appropriate Level of Care, Home Area, or Floor (e.g. Welbi Park Lodge - Memory Care)
- You can change the name to appropriate Location (e.g. Gymnasium)
- You can change the name to appropriate Facilitator (e.g. Sarah’s Calendar or Life Enrichment Coordinator Calendar)
  
  *![](https://lh7-us.googleusercontent.com/q92ztdnZqSutjBHGVUI2cjPx4kEWSs5qkzSexd6AVr7BYtBcC-NK7VM6OL2K9XabnUeg872Xc4tJCk-FkfsIMvIHMpAzifNMDtIF1l3RMVnC3PBBZBaZRs0Yaew3RxJzf27kdxyfGQd8iBAagNVC__NewA=s2048)*

*Edit the title  while in your print calendar as well to eliminate seeing four different ‘April 2024’ calendars  
![Screenshot 2024-04-08 at 7.27.24 AM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202024-04-08%20at%207.27.24%20AM.png?width=197&height=45&name=Screenshot%202024-04-08%20at%207.27.24%20AM.png)![Screenshot 2024-04-08 at 7.28.09 AM](https://knowledge.welbi.co/hs-fs/hubfs/Screenshot%202024-04-08%20at%207.28.09%20AM.png?width=225&height=160&name=Screenshot%202024-04-08%20at%207.28.09%20AM.png)*

 

### *Setting Defaults to Make Designing Quicker*

#### Set it and Forget it!

Setting defaults in your print calendar can help speed up your calendar preparation.

- With defaults set, every time you open a calendar, certain formatting can already be taken care of for you
- You can set the following as defaults in your calendar 
    - Location abbreviations
    - Formatting and colour coding (Tags, Announcements, Dimensions of Wellness, Levels of Care, Locations, Facilitators)
    - Program types (e.g. only show Group & Announcements)
    - Calendars (e.g. Recreation or Staff)
    - Spacing
    - First day of the week
    - Font and font size
    - Number of pages

*Talk to your Customer Experience rep to set defaults in your community*

### *Keeping Your Calendars Clean and Simple*

#### Don't Overcomplicate it

Creating a simple and clean print calendar is beneficial for your residents.

- A simple calendar with clean design and minimal text ensures that information is easy to read and understand, especially for residents with visual impairments or cognitive challenges.
- A clutter-free layout makes it easier for residents to navigate the calendar and find the information they need quickly, reducing frustration and confusion.
- Residents may find it overwhelming to process calendars with too many graphics or text elements. A simple design reduces cognitive load and helps residents focus on the programs rather than deciphering the calendar layout.

#### Tips and Tricks

Here are some tips and tricks for creating beautiful calendars:

- Less is more. Don’t feel like you need to add images to every cell. Keep your calendars clean and clutter-free.
- Use your own images. Do you have photos of residents in your community or special events you’ve run? Use those images on your calendar when appropriate.
- Remove backgrounds when possible. When adding a graphic to your calendar, try and find ones that [don’t have a background](https://sites.google.com/a/gapps.uwcsea.edu.sg/dover-primary-ict/resources/transparentimagesbackgrounds). This allows you to fit it more easily and cleanly within the calendar.

### *Resources*

Here are some resources for you when creating your print calendars.

- [**Canva**](https://www.canva.com/): the free version of Canva offers tons of beautiful images and graphics
- [**Vecteezy**](https://www.vecteezy.com/free-vector): free images and clipart (searching ‘Watercolor’ yields incredible results)
- [**Hex codes**](https://htmlcolorcodes.com/): more colour options for your print calendar

 

- [Training Videos](https://knowledge.welbi.co/kb/training-videos?hsLang=en#main-content)

    - [Self-Guided Training - Start Here!](https://knowledge.welbi.co/kb/training-videos?hsLang=en#self-guided-training-start-here)
    - [Welbi Introduction](https://knowledge.welbi.co/kb/training-videos?hsLang=en#welbi-introduction)
    - [Training Module 1: Program Planning](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-1-program-planning)
    - [Training Module 2: Program Attendance](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-2-program-attendance)
    - [Training Module 3: Leveraging Program & Attendance Insights](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-3-leveraging-program-attendance-insights)
    - [Training Module 4: Print Calendars & Posters](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-4-print-calendars-posters)
    - [Training Module 5: Residents](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-5-residents)
    - [Training Module 6: Personalizing your Resident's Experience](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-6-personalizing-your-residents-experience)
    - [Welbi Training Conclusion](https://knowledge.welbi.co/kb/training-videos?hsLang=en#welbi-training-conclusion)
- [What's New in Welbi?](https://knowledge.welbi.co/kb/whats-new-in-welbi?hsLang=en)
- [Welbi Masterclass](https://knowledge.welbi.co/kb/welbi-masterclass?hsLang=en)
- [Overview How-tos](https://knowledge.welbi.co/kb/overview-how-tos?hsLang=en)
- [Resident How-tos](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#main-content)

    - [Adding & Removing Residents](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#adding-removing-residents)
    - [Resident Profiles](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-profiles)
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    - [Resident Care Circle](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-care-circle)
    - [Resident Posters & Birthday Posters](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-posters-birthday-posters)
    - [Friend Matching](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#friend-matching)
- [Program Library How-tos](https://knowledge.welbi.co/kb/program-library-how-tos?hsLang=en#main-content)

    - [Monthly Program & Activity Ideas](https://knowledge.welbi.co/kb/program-library-how-tos?hsLang=en#monthly-program-activity-ideas)
- [Planning Calendar How-tos](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#main-content)

    - [Creating Programs & Announcements on your Planning Calendar](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#creating-programs-announcements-on-your-planning-calendar)
    - [Editing, Deleting and Cancelling Programs](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#editing-deleting-and-cancelling-programs)
    - [Planning Calendar Filters & Views](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#planning-calendar-filters-views)
    - [Other Planning Calendar How-tos](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#other-planning-calendar-how-tos)
    - [Registrations](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#registrations)
- [Printing Calendar How-tos](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#main-content)

    - [Showing & Hiding Programs on your Print Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#showing-hiding-programs-on-your-print-calendar)
    - [Formatting Programs on Printed Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#formatting-programs-on-printed-calendar)
    - [Adding Text & Pictures to Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#adding-text-pictures-to-calendars)
    - [Adding Legends to Print Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#adding-legends-to-print-calendars)
    - [Adjusting Font on your Printed Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#adjusting-font-on-your-printed-calendar)
    - [Printing your Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#printing-your-calendar)
    - [Saving & Creating Copies of Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#saving-creating-copies-of-calendars)
    - [Deleting Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#deleting-calendars)
- [Attendance How-tos](https://knowledge.welbi.co/kb/attendance-how-tos?hsLang=en)
- [Insight How-tos](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#main-content)

    - [Summary Page](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#summary-page)
    - [Goals Page](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#goals-page)
    - [Program Insights](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#program-insights)
    - [Assessment Insights](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#assessment-insights)
    - [Resident Profile Insights](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#resident-profile-insights)
- [Contact Tracing How-tos](https://knowledge.welbi.co/kb/contact-tracing-how-tos?hsLang=en)
- [Community Portal](https://knowledge.welbi.co/kb/community-portal?hsLang=en#main-content)

    - [Integrations](https://knowledge.welbi.co/kb/community-portal?hsLang=en#integrations)
- [Settings How-tos](https://knowledge.welbi.co/kb/settings-how-tos?hsLang=en#main-content)

    - [Employee & User Account Management](https://knowledge.welbi.co/kb/settings-how-tos?hsLang=en#employee-user-account-management)
    - [Calendar Settings](https://knowledge.welbi.co/kb/settings-how-tos?hsLang=en#calendar-settings)
- [Integrations](https://knowledge.welbi.co/kb/integrations?hsLang=en#main-content)

    - [PointClickCare](https://knowledge.welbi.co/kb/integrations?hsLang=en#pointclickcare)
    - [Calendar Tools](https://knowledge.welbi.co/kb/integrations?hsLang=en#calendar-tools)
    - [MED e-care](https://knowledge.welbi.co/kb/integrations?hsLang=en#med-e-care)
    - [MatrixCare](https://knowledge.welbi.co/kb/integrations?hsLang=en#matrixcare)
    - [Nxtgen Care](https://knowledge.welbi.co/kb/integrations?hsLang=en#nxtgen-care)
    - [PowerBI Reporting](https://knowledge.welbi.co/kb/integrations?hsLang=en#powerbi-reporting)
    - [FullCount](https://knowledge.welbi.co/kb/integrations?hsLang=en#fullcount)
    - [Eldermark Legacy](https://knowledge.welbi.co/kb/integrations?hsLang=en#eldermark-legacy)
    - [SCIM and SSO](https://knowledge.welbi.co/kb/integrations?hsLang=en#scim-and-sso)
- [Image Library](https://knowledge.welbi.co/kb/image-library?hsLang=en)

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