🖥️Calendars Screen
Once inside the Calendars tab, you will be seeing your own calendar and all the appointments booked in it.
You can click on any of your existing appointments to find out more or make changes to the event.
How to navigate the calendar screen
You can navigate week to week by using the orange "Arrow" button on the top left of the calendar.
On the right top side of the calendar, there are 4 orange buttons labeled as followed: My Calendar, All, Weekly, Book Appointment.
There are really only 3 buttons you need to know from here.
My Calendar
This is where you can change the calendar you are looking at.
Depending on the calendar and if you can see other users in the account, you can select a specific person or calendar to look at.
All you have to do is click the button and select the person or calendar you want to see from the drop-down.
The button will change the name inside of it with the selected name or calendar once you are inside that said calendar.
Weekly
This will change your view of the calendar from weekly to daily or monthly.
Click on the button and select the view you prefer from the drop-down.
The button will change the name inside of it when you select your preferred view.
Book Appointment
When clicked the booking window will open.
You can search for the lead you want to book from that window.
To learn more about the booking process, click here to learn more!
Once inside the Calendars tab, your screen should look similar to the image below.
There are a few fun features that you can do from this screen that will help manage your calendar like a pro.
Top Half of the Screen
By default, the calendar will be open to your own calendar. If that is all you need then you are in the right place. 👍
If not, knowing how to select the correct calendar is important to see all appointments on a specific calendar or a user/person in your account.
You can tap on any day of the week to see the appointments on them.
Any day that has a dot below it will have appointments on it. Just tap on a day and the bottom half of your screen will show you the appointments on that day.
Bottom Half of the Screen
In this part of the screen, there are 2 things you should be aware of.
As mentioned above this is where you can see all the appointments for the day. You can click on these appointments and edit them if needed.
In this edit screen, you can do a lot here. To edit the appointment, tap on the top right "Edit".
You can change the appointment time and date which you can learn more about here!
When you are back on the calendar screen, you can also add new appointments from here. If you want to learn how to do this, click here to learn how!
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