Log into the system as an Agency User, Owner, or Admin.

Click Other Staff under the Caregivers menu.

Click the Edit icon to enter the staff’s profile.

Click the Schedule tab.

Click the Add Staff Schedule button.

Enter the following information:

Start and end dates of the meeting

Meeting Type (Internal meeting is default, configured in Office Settings).

Pay Unit Type (configured in Office Settings).

Participant(s) (this will show all caregivers and agency staff that are active in CareSmartz360. Select those whom you want to invite for the meeting).

Click the Save button which will add the meeting to all the invited users’ calendars.