Calendar & appointments
Your daily work: the calendar, the appointments overview, invitations and recurring appointments.
- Using the calendarReading and working the calendar — views, colours, opening, dragging or right-clicking an appointment, and viewing a colleague's calendar.
- Schedule an appointmentPut an appointment in the calendar yourself — customer, service, time, staff, location and price.
- Schedule several appointments in a rowBook several services back to back for one customer at one place, by one colleague or a team — with one confirmation for the whole row.
- Find appointment optionsA customer on the phone asks "when can you come?" — the planner finds the times that fit the existing routes best, with the driving time beside each one.
- The appointment screenEverything about one appointment on one screen — the details, your own fields, add-ons, the place, the internal note with its photos, and what has been sent to the customer.
- Change or cancel an appointmentMove, edit or cancel a booked appointment — and above all, who is told about it automatically and who is not.
- The appointments overviewSearch, filter and manage every appointment in one list — and delete several at once.
- Send invitationsLet the customer pick a time instead of you picking one for them — and follow what happens next.
- Several appointments in one invitationLet one customer book several services back-to-back on one day, with one invitation and one staff member — at one address or at several.
- Recurring appointmentsLet Schedulinq offer a repeating appointment on its own — from a yearly service to a fortnightly check-up.