Articles
Calendar Navigation
Learn basic calendar navigation tools.
Accessing the Calendar
Click "Calendar" at the top of the page.
Filter Employees
If you would like to view events for select employees, enter an employee's name into "Select Em...
Add New Event
Add New Event
Double click on a blank space on the calendar around when you would like the event to be scheduled.
an Event Page will appear.
*Note: Fields will be pre-populated based on the date, time, and technician (...
Edit an Event
Edit an Event
Double click on an event to begin editing (this applies to all types of events).
If the event is recurring, select if you would like to edit this event only or the entire series of events.
Edit Fields
A page will ap...
Miscellaneous Event
Information on adding a miscellaneous event. Please read "Adding a new Event" before continuing.
Miscellaneous Event Type
To schedule a miscellaneous event, such as an office meeting, select "Misc" from the dropdown box next to the "Type"...
New Recurring Work Order Appointment
Recurring Work Order
If you would like to set up recurring work order appointments select "Recurring Work Order" from the dropdown box in the "Type" field.
Fill Out Fields
Title
Fill out the appointment title
Start
...
New Work Order Appointment
How to add a new work order appointment to your calendar.
Work Order Appointment
If you would like to schedule a work order appointment, select "Work Order" from the dropdown box in the "Type" field.
Fill Out Fields
Title ...