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Calendar Appointments
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Knowledgebase Bookings Calendar Appointments

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Introduction to Calendar Appointments

  This provides a centralized view of all scheduled tasks and service appointments. This tool allows you to easily track and manage appointments across various teams and job types, ensuring efficient scheduling and resource allocation. With a visual overview of upcoming tasks, you can quickly identify available time slots, reschedule appointments if needed, and monitor workload distribution. This organized calendar view helps streamline operations, maintain accountability, and ensure that all team members stay on top of their assigned tasks and deadlines.Unlike Job Appointments, which are linked to specific job types and business units, Calendar Appointments offer a broader view, capturing all scheduled activities in one place for comprehensive planning and oversight.     Prerequisites: Au...

Creating Calendar Appointments

  Calendar appointments can be created and managed easily with a click of a button on the Calendar page. You can create appointments, edit them and reschedule them with a ‘click and drag’ in an instant.     Prerequisites: Authorised Users.     Instructions     From the main Dashboard, click the Calendar tab.

Managing Calendar Appointments

  Calendar appointments can be created and managed easily with a click of a button on the Calendar page. You can create appointments, edit them and reschedule them with a ‘click and drag’ in an instant.     Prerequisites: Authorised Users.     Instructions     Click Calendar on the menu.