The calendar shows every lead that has a day, and your reminders, month by month.
Steps
- Open Calendar (on a phone it is in the bar at the bottom).
- Look at the marks on each day:
- a green day has booked work on it;
- an amber dot is a lead with a day that is not booked yet;
- a yellow square is a reminder.
- Press a day. The list beside the month (under it on a phone) shows what is on that day.
- Press Open to go to a lead's card, or Call to ring them from your phone.
- Previous and Next change the month. Today brings you back.
Put a lead on the calendar
Open the lead's card, press Edit, choose the Job date, and press Save changes.
Good to know
- The calendar opens where you left it. The month and the day you chose come back after a reload, and the next time you open the calendar.
- "Booked" follows the stage. A lead shows green once it is in a booked or finished stage.
- Days are your business's days. A job on Nov 26, 2024 is on Nov 26 wherever you open the calendar.
- Leads in the archive or the trash are not shown.