Calendar · Overview
Calendar: your meetings, events and tasks by month
See your month at a glance, with the events your team adds and tasks on their due dates, and put your own diary on your phone’s calendar.
What is on it
Calendar shows one month at a time. Events sit on their days: timed ones in blue with their start time, all-day ones in indigo. Tasks with a due date appear in green, if your role lets you see tasks.
What is not on it
Client appointments are not here: they live in Bookings, with their staff, services and prices. Your own appointments and shifts do go into your personal calendar feed.
Moving around
The arrows step a month back or forward, and “Today” brings you back to this month, with today’s date circled. A busy day shows its first three entries and counts the rest, such as “+2 more”; press it to see everything on that day and open any of it.
Who sees what
Your role decides whose events you see: everyone’s, your team’s or only the ones you created. Tasks follow your role for tasks.
Where to start
Press “New event” for your next meeting, and press “Subscribe” to put your own diary on your phone’s calendar.
Read next
Add, change or delete an event
Put a meeting, a reminder or a whole-day event on the calendar, and change or remove it later.
See your tasks on the calendar
Give a task a due date, and a time if it happens at a moment, so it shows on the calendar beside your events.
Subscribe to your calendar in Google, Apple or Outlook
Put your own appointments, shifts, events and timed tasks on your phone’s calendar through a private address, and replace or switch off that address if it leaks.
Tasks: the follow-ups you promised to do
Write down each follow-up with a due date and a priority, give it to whoever will do it, link it to the client, deal or invoice it is about, and tick it off when it is done.
Find your way around the appointments diary
Switch between the day, week, month and list views, filter by place, person or service, move visits by dragging, and block time for breaks.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in Calendar
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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