Calendar & Hearings
Schedule hearings, set reminders, and sync with your calendar.
How to Add a Hearing
Schedule and track court hearings
Prerequisites
- You must be logged in to the OctoGenie Partner Portal
- The relevant Case/Matter should already be created
Adding a Hearing
Follow these steps to add a new hearing to your calendar
Open Calendar
From the left-side menu, click on Calendar. The calendar view (Day / Week / Month) will open. Select Week or Day view for better time selection.
Click on New Event
Click the + New Event button on the top-right corner of the calendar. A New Event / Hearing form will open.
Enter Hearing Details
Fill in the required information:
Pro Tip
- Event Title
- Event Type: Select Hearing
- Date & Time: Select the hearing date, start time and end time
- Related Case / Matter: Select from dropdown
- Client Name (if applicable)
- Court / Location: Enter court name or hearing location
- Description / Notes (optional)
Save the Hearing
Review all entered details. Click Save / Create Event.
Verify Hearing Entry
The hearing will now appear on the Calendar. You can click the event to view details, edit or delete if required.
Expected Outcome
Hearing is successfully scheduled and visible in the Calendar, linked to the relevant Case/Matter for easy tracking.
You're all set!
Hearing is successfully scheduled and visible in the Calendar, linked to the relevant Case/Matter for easy tracking.
How to View Upcoming Hearings
Access and review scheduled hearings
Prerequisites
- User must be logged in to OctoGenie
- Hearings/events should already be added to the calendar
Viewing Upcoming Hearings
View all scheduled upcoming hearings
Log in to OctoGenie
Log in to the OctoGenie platform.
Navigate to Calendar
From the left-hand menu, click on Calendar. The calendar screen will open (default view is usually Week view).
Select View Type
On the top-right of the calendar, choose Week, Month, or Agenda view to see upcoming hearings.
Navigate Dates
Use the left (<) and right (>) arrow buttons to move to upcoming weeks or months. Click Today to return to current date.
Expected Outcome
All upcoming hearings are displayed in the selected view format.
You're all set!
All upcoming hearings are displayed in the selected view format.