Calendar: week, month and list views
Find your way around the calendar: switch views, filter by team member, show canceled visits and understand the time-zone notice.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
2:50
Scenes
7
Lesson
3.1 · Calendar & homeowner messaging
File name
03-01 calendar-overview.mp4
Before you record
- A calendar with a few appointments of different types this week, one canceled.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Calendar: week, month and list views | /calendar | Title card, then the first screen of the lesson. | Let us look at the calendar: three views, one filter, and one time-zone rule worth knowing. |
| 1 | 0:2027s | Open the calendar | /calendar | Click "Calendar" in the sidebar. | This is the calendar. Week, month or list, filtered by person, with a button to book a new visit. |
| 2 | 0:4727s | Week view | /calendar | Click "week". Scroll the grid from 6 am to 9 pm. Hover an empty slot. | Week view runs six in the morning to nine at night. Click an empty slot to book straight into it. |
| 3 | 1:1427s | Month and list views | /calendar | Click "month", then "list". | Month gives the overview; list is what the crew reads on their phones: the next thirty days, each with a link to the job. |
| 4 | 1:4127s | Filter and show canceled | /calendar | Choose a team member in the assignee filter. Toggle "Show canceled". | Filter to one person to see their day, and flip Show canceled when you need the history. |
| 5 | 2:0827s | Read the time-zone notice | /calendar | If a banner says "Times here are in your computer's time zone…", read it. | If you are travelling, this notice reminds you the calendar follows your laptop, but homeowner messages follow the company time zone. Book in the homeowner's local time. |
| 6 | 2:3515s | Recap & next lesson | /calendar | Hold on the finished result, then the end card. | Next we book an appointment and see the homeowner confirmation go out. |
Narration, in order
0. Intro: Calendar: week, month and list views
0:00 · 20sTitle card, then the first screen of the lesson.
Let us look at the calendar: three views, one filter, and one time-zone rule worth knowing.
1. Open the calendar
0:20 · 27sClick "Calendar" in the sidebar.
This is the calendar. Week, month or list, filtered by person, with a button to book a new visit.
Show before cutting: Heading "Calendar" with "Inspections, estimates and installs for every job." and a "+ New appointment" button. Controls: "Today", ‹ ›, the period title, an assignee filter ("Everyone"), "Show canceled" and view tabs week / month / list.
2. Week view
0:47 · 27sClick "week". Scroll the grid from 6 am to 9 pm. Hover an empty slot.
Week view runs six in the morning to nine at night. Click an empty slot to book straight into it.
Show before cutting: Clicking an empty slot opens the booking dialog pre-filled with that time.
3. Month and list views
1:14 · 27sClick "month", then "list".
Month gives the overview; list is what the crew reads on their phones: the next thirty days, each with a link to the job.
Show before cutting: Month: click a day to book at 9:00. List: the next 30 days, each entry with "With <assignee>" and an "Open job" link; empty state "Nothing scheduled in these 30 days."
4. Filter and show canceled
1:41 · 27sChoose a team member in the assignee filter. Toggle "Show canceled".
Filter to one person to see their day, and flip Show canceled when you need the history.
Show before cutting: Only that person's visits remain; canceled visits appear struck through.
5. Read the time-zone notice
2:08 · 27sIf a banner says "Times here are in your computer's time zone…", read it.
If you are travelling, this notice reminds you the calendar follows your laptop, but homeowner messages follow the company time zone. Book in the homeowner's local time.
Show before cutting: It names your zone and the company zone and tells you homeowners see the company zone. Book in their local time.
6. Recap & next lesson
2:35 · 15sHold on the finished result, then the end card.
Next we book an appointment and see the homeowner confirmation go out.
Related lessons
Schedule an inspection, estimate or install
Book a visit from the calendar or the job page, assign it, set location and notes, send the homeowner a confirmation and reminder, and edit, complete or cancel it later.
Calendar & homeowner messagingBeginner7 min
Automations: automatic emails and texts to homeowners
Switch on the messages the app sends by itself for appointments and stage changes, set the company time zone, and understand the rules that keep homeowners from being spammed.
Calendar & homeowner messagingIntermediate8 min
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