The calendar

The calendar shows what is already in the system, read from where it lives: deliveries and pickups, consultations, tasks, shifts, time off and each order's event day. You see what your role may see. Open it from Calendar in the menu or the calendar icon at the top right.

Steps

1. Pick Day, Week, Month or List (the next 30 days) at the top.
2. Use the arrows to move back and forward, and Today to come back.
3. Press a day on the month or the week to open that day.
4. Press an entry to open its record.

Layers

Tick or untick a layer to show or hide it. Each shows how many entries it has.

• Dispatch: deliveries, pickups and the other stops on the trucks.
• Sales: consultations, site inspections, calls and meetings.
• Tasks: tasks and follow-ups with a due day.
• Team: published shifts and approved time off.
• Events: each order's event day.
• Personal: your own Google calendar, read only.

Book an appointment

1. Press Book.
2. Pick A consultation or A site inspection.
3. Fill in who it is with, when and where, and save.

Good to know

• The Anyone dropdown shows one person's calendar: their shifts, stops and tasks together. The truck dropdown shows one truck's stops. Show everything clears both.
• Weekends on the month and week view hides Saturday and Sunday.
• The week starts on your company's payroll day, set under Settings, HR, Time, Pay and holidays.
• The view, the weekends switch and the layers are remembered on that device.
• Nothing is dragged on the calendar. A delivery moves on Dispatch, a shift on the schedule, a task on its record.
• The Personal layer needs your Google Calendar connected under Settings, Me, My calendar. See Change your own settings.