Support

Set-Up Events/Appointments 10

• Overview of the Calendar section
• How to set up and add an event or an appointment
• How do I create a new calendar?
• How to set up a recurring weekly appointment
• How do I send out a calendar event invitation or reminder email?

View all 10

How to Set Up Calendar Event Reminders 6

• Tutorial Video - Calendar - Advanced Guide - recurring appointments and reminders
• Setting up calendar reminders and times for reminders
• How do I set up SMS calendar reminders
• How do I set up an on screen pop up reminder for a calendar event?
• Can I customise appointment invitations and reminders/confirmations with our company logo?

View all 6

How to Manage Calendars - Hide, Share and Set Permissions 6

• How to set up read-only access to a calendar
• How to hide or restrict the view of calendars from other users?
• How do I hide a calendar from other users but share with only certain people?
• Publish CRM Calendars on a Website with URL Link
• If I remove a calendar from my CRM account will I still be able to see previous appointments for that calendar?

View all 6

Search Calendar Events 1

• Can I search calendar events inside the calendar section?

Print off calendars and job sheets 3

• Can I print off CRM calendars?
• Can I print individual calendars for the relevant people?
• Can I set up and print off a daily job sheet?

Customised Booking Features 3

• Book appointments directly from a contacts record into the calendar and automate email and SMS reminders
• Online booking widget for Health and Beauty Sector
• Customised booking and reservation system

Calendar Synchronisation on Mobile, Tablet and Mac etc 8

• What calendars can I sync with my CRM account? Issue still with iPhone/iPad/Mac
• Sync your CRM account calendar with your Android mobile calendar
• View your CRM account calendar on an iPhone or iPad
• Set up Microsoft Outlook calendar 2-way sync with your CRM account
• See your Google Calendar inside your CRM Calendar

View all 8

Give Read-Only Access to Calendars for Engineers/Cleaners etc 1

• Give URL Access to Calendars for Remote Staff

Calendar - Frequently Asked Questions 16

• How to change the colour of a calendar?
• Is there a cost for keeping an expired users calendar on our CRM account?
• How can I insert the name and address of a customer from a task into the calendar?
• Can I access my CRM account calendar on other devices?
• How do I change an appointment?

View all 16

Calendar Troubleshooting 17

• Calendar events that I create and save are then not shown on the calendar - why?
• I created an all day event but I just see a coloured line - why?
• I cannot see all the calendars listed on the main Calendar page inside my CRM account, why?
• The options on the Calendar to Create Event, Manage Calendars etc are not displayed correctly, why?
• I cannot view my calendar in a different view - a message displays saying loading please wait, why?

View all 17