The CRM includes calendar management tools to help you schedule more efficiently. With Calendar Groups, Customised Calendar Sequencing, and Calendar Annotations, you can organise, prioritise, and personalise your calendar to suit the way you work.

Calendar Annotations

This feature adds visual cues and icons to the calendar view, making it easier to understand the various patterns at a glance. It simplifies the calendar, so navigating your schedules feels more intuitive.

Access calendar annotations by clicking the light bulb icon in the calendar view.

Read through the annotations to familiarise yourself with the patterns and icons used, which adds clarity and makes the calendar easier to use.

Click the "x" icon to close the modal.

Calendar Groups

Calendar groups help with time management and keeping scheduling tidy. They improve organisation, give you better visibility into overlapping schedules, and make it easier for teams to manage and view the calendars relevant to them.

Access the Calendar Group section from the Calendar Settings in your account. Here, you can view and manage your groups. You can also categorise different appointments and events into distinct groups to simplify the booking process by selecting the "New Group" button.

For a detailed guide on creating a calendar group, please refer to the "How to Create a Calendar Group" article.

Customised Calendar Sequencing

Within the Calendar Group section, you can reorder and rearrange calendars to customise how your service menu appears. This is particularly useful for highlighting priority services or organising your calendars in a way that suits your workflow.

Click the three-dot action menu next to the desired calendar group, then select "Rearrange Calendars" to access the drag-and-drop feature.

Drag and drop the calendars to reorder them to your preference.

Click the save button to keep your changes!

These calendar features can make a real difference to how you schedule and stay organised. Have a look at what each tool offers and set things up in a way that works best for you.

Frequently Asked Questions

Q: How do I reset my calendar view to its default order?

  • A: Navigate to the "Rearrange Calendars" option and drag the calendars back to their original order.

Q: Can I customise annotations for my specific needs?

  • A: Currently, annotations are predefined. However, we're always looking to improve based on user feedback, so this could be a feature in future updates.

Q: What should I do if my changes are not saving?

  • A: Make sure you're connected to the internet and try refreshing the page. If the issue persists, contact our support team for assistance.