Setting up and editing your calendar settings

Customising your settings

Active slider and tabs

The first thing to review is what event types should appear in your calendar. Under the different tabs (inspection due, report due, tasks) you can use the ‘Active‘ slider to set if that event type should show in your calendar or be hidden. Making an event type inactive will stop that event type from appearing in your calendar.

 

Event title

You can set a custom event title for each event type. This can be a mix of hardwired text and short codes to customise the data shown. Click on each tab to set the title for each event type. As examples:

• Inspection due tab: “Inspection – [Postcode] – [Survey Type]”
• Report due: “Submit report for [Survey ID]”
• Task: “[Task Title]”

This helps you to set up titles to differentiate between event types and to add data into the title that makes it easy for you to know what it’s about.

 

Colour codes

You can set colour codes either by job type or by user.

Click on the palette icon to select a preset colour or to enter a hex code for any colour you like.

 

Days to display

Set which days of the week are visible on your calendar. For example leave weekends unticked so you only see Mon-Fri listed to help declutter your calendars.

 

Press Save and then refresh your calendar page to view changes.

Other customisations

Event length

Under Settings > Survey settings > Select service you can use the appointment length column to set your event length by job type.

On setting the event we will automatically set the end time based on this setting.

 

Icons

When viewing your calendar the events show 3 icons. These help you to quickly see if certain steps are complete:

• Pencil icon = terms have been signed or set to not required
• Credit card = shows the job is marked as paid
• Document = shows the job is complete