An Informal Event is an event (appointment) associated with an Informal Series. Each series can have multiple events and each event can have multiple members.
Booking an Informal Event
You will need to be logged in to Penelope with an account that has permissions to access Informal Series.
Penelope 4.19.1.0 and above – It is now possible to add a video link to an event (e.g. Service Event, Group Event, Indirect Event or Informal Event) in Penelope. This option is only available if the Worker is Accepting Video Session In ClientConnect (Worker Profile > Clinical tab). This new functionality will allow your agency to easily add a video link instead of a location (helping to avoid confusion) for sessions taking place using a video conferencing tool.
To book an Informal Event follow the instructions below:
Under Links on your My Home page click Informal Series List.
In the Results section, click the Series you would like to book an event for.
Click Book New.
Enter the Event Details and Attendees (Attendees tab) as required. If the event will be conducted via video call, the Video Session Link should be copied and pasted into the Video Session Link field. For details on booking an event and the different components click here.
Click Book.
Your Informal Series event (or events if you used the Repeat function) will be booked immediately and can be viewed within the Informal Series.
Reschedule an Informal Event
To reschedule an Informal Event follow the instructions below:
Under Links on your My Home page click Informal Series List.
In the Results section, click the Series you would like to book an event for in.
Select the Event you would like to reschedule.
Click Reschedule.
Enter the New Start Time.
Enter the New End Time.
Click Save.
The Informal Event will be rescheduled immediately and can be viewed within the Informal Series.
Delete an Informal Event
To delete a single Informal Event follow the instructions below:
Under Links on your My Home page click Informal Series List.
In the Results section, click the Series you would like to delete an event in.
Select the Informal Event you would like to Delete.
Click delete.
Click okay.
Important Information: The Informal Event will be deleted immediately. This action cannot be reversed.
Delete a Recurring Informal Event
As of Penelope version 4.18.1.0 it is possible to delete/cancel recurring Informal Events in bulk. This feature is similar to how Outlook would handle deleting a series of events.
To delete recurring Informal Events in bulk:
Under Links on your My Home page click Informal Series List.
In the Results section, click the Series you would like to delete an event in.
Select the Informal Event you would like to Delete.
A pop up will appear saying Do you want to delete this event or all events in the series?. From here you can select which Service Events you wish to delete. You can only delete events that were booked as part of the same recurring series.
Click continue.
If a password is required, enter the password (1) and click continue (2) or go to step 7.
Another message will be displayed confirming the events which have been deleted. Click okay.
Important Information: The Informal Events will be deleted immediately. This action cannot be reversed.