Docs section
Schedule guides
Matches the Schedule area in the dashboard sidebar for calendar planning, appointments, availability, and reminders.
Schedule overviewLearn how to use the Schedule page to plan appointments, adjust events, and track daily facility work.Use full-screen schedule displayShow the team calendar on a wall monitor or TV without dashboard menus getting in the way.Subscribe to the team calendarAdd your facility schedule to Apple Calendar, Google Calendar, or Outlook so appointments stay in sync without manual copying.Create an appointmentAdd a customer appointment, vehicle task, or facility event to the Schedule calendar.Create recurring appointmentsSchedule repeating customer visits or internal tasks so your team does not have to recreate the same event every week.Use Table view on ScheduleScan, sort, and review many scheduled events in a list when the calendar feels too crowded.Find and filter scheduled workUse search, filters, calendar controls, and view settings to quickly find the right scheduled events.Use the Whiteboard view on ScheduleSee scheduled work as cards on a board when your team thinks in tasks more than clock times.Approve or decline a customer booking requestReview online appointment requests, confirm the time, decline politely, or suggest a new time before the customer is left waiting.Update, assign, or reschedule an eventChange an event's time, duration, event type, assignee, or notes after it has been created—including dragging events on the calendar.Run event workflow from ScheduleOpen the linked workflow from a scheduled appointment to complete photos, checklists, vehicle status, and operational steps.Cancel or delete a scheduled eventSafely cancel an appointment, keep a history record, or remove an event that was added by mistake.Track work in the Progress viewUse the Progress view to see what is waiting, active, blocked, or done.