How do I edit my calendars or create events?
You can edit your calendar through the Service Delivery Console
You can edit the basic details or you can add/change modes on your automatic calendar
Step by step guide
Accessing Calendars
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
Select the Service Delivery Console
Click on the Calendars tab
When you access the list of Calendars you will see this table
For a brief introduction, see our Calendars Overview guide
Editing Calendar Details
Navigate to the Calendars list in the Service Delivery Console
Identify the calendar you want to edit from the Calendar table
Click on the blue pen Edit button
This will enable you to edit the name and opening/closing times of your calendar only
Change the Name of your calendar
Change the opening or closing times of your calendar
If the opening times are different throughout the week you will have to change them through Advanced Calendar Settings
Save your changes
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
Cancel will close the window without making any changes
Advanced Calendar Settings
Modes can be added to Calendars to create an event. The messages and actions for that Mode can be set in the call flow. See our guides on X-flow.
There are standard Modes created on Surgery Connect with pre-set messages, however, you can create new Modes if extra options are required.
Your calendar runs automatically. Modes can be added to the calendar in advance and when it is time for the event, the call flow will automatically follow the designated call route for that Mode
For example, the Holiday Mode will advise that the practice is closed for Public Bank Holidays, and that patients should dial 111 if they need assistance before the practice opens, or 999 if it is an emergency
The call will then disconnect so that the patient can dial another number. All of the pre-set messages and actions can be modified in X-flow
Adding a Mode to a Calendar
Single Event
Navigate to the Calendars list in the Service Delivery Console
Identify the calendar you want to edit from the Calendar table
Click on the teal Advanced Calendar Settings button
Use the Navigation Arrows to move to the date needed on the calendar
Drag and drop the required Mode from the left-hand side on to the correct date and the approximate time on the calendar
The Event Manger will pop up
Check or change the Start and End Time of your event and check or change the Event Date
Toggle Full Day on if the event is for the full day
You can change the Event Date here if you need to
Check or change the Assigned Mode. The mode showing will be the mode you dragged onto the calendar
To change the mode click on the dropdown menu and select a different mode
Save your changes
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
Cancel will close the window without making any changes
Repeating Events
Navigate to the Calendars list in the Service Delivery Console
Identify the calendar you want to edit from the Calendar table
Click on the teal Advanced Calendar Settings button
Use the Navigation Arrows to move to the date needed on the calendar
Drag and drop the required Mode from the left-hand side on to the correct date and the approximate time on the calendar
The Event Manger will pop up
Toggle Repeat on
The Event Manager will change. In the Repeat area of the Event Manager you can change the Repeat settings for your event
You can set the event for specific days of the week, Daily, Monday to Friday or Weekends
Or you can make the event Monthly or Annually by selecting those tabs
You change change your events dates here
If you do not select and End Date the event will run indefinitely
Toggle Full Day on if the event is for the full day
Check or change the Assigned Mode. The mode showing will be the mode you dragged onto the calendar
To change the mode click on the dropdown menu and select a different mode
Save your changes
The changes will be saved automatically and you will see the green Success or a red Error message at the top of the screen
Any issues will be detailed in the Error pop ups
Cancel will close the window without making any changes
You can also create new calendar modes, see our guide on Adding Calendar Modes