Tips for Keeping Your Calendars Organised
Our CRM offers powerful calendar management tools designed to enhance your scheduling efficiency. With features such as Calendar Groups, Customised Calendar Sequencing, and Calendar Annotations, you can organise, prioritise, and personalise your calendar experience to better fit your operational needs.
Calendar Annotations
This feature introduces visual cues and icons within the calendar view, helping users easily understand various patterns and icons. It simplifies calendar comprehension, making it easier to navigate your schedules.
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, providing clarity and enhancing usability.
Click the “x” icon to close the modal.
Calendar Groups
Calendar groups are crucial for effective time management and streamlined scheduling. They enhance organisation, improve visibility into overlapping schedules, and facilitate collaboration by allowing teams to manage and view relevant calendars collectively.
Access the Calendar Group section from the Calendar Settings in your account. Here, you can view and manage your groups.
Categorise different appointments and events into distinct groups to simplify the booking process by selecting the “Create 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 customize the appearance of your service menu. This feature is particularly useful for highlighting priority services or organising your calendars in a way that best suits your operational flow.
Click the three-dot action menu corresponding to the desired calendar, then select "Rearrange Calendars" to access the drag-and-drop feature.
Drag and drop the calendars to reorder them according to your preferences.
Maintain your changes by clicking the save button!
By leveraging these calendar features, you can significantly enhance your scheduling efficiency and operational organisation. Explore these tools to tailor your calendar management to your specific needs and streamline your workflow effectively.
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: Ensure you're connected to the internet and try refreshing the page. If the issue persists, contact our support team for assistance.