Schedule is on the web dashboard. Open it from the sidebar. Mobile has a Schedule tab placeholder; use the web calendar for now.
Views
- Month: scan the month with event dots.
- Week: seven-day grid.
- Day: timeline with drag to adjust times.
Event types
- Sales Meeting, Product Demo, Site Survey, Installation, Maintenance, Follow-up, Consultation.
Search
Search events by title or customer name from the schedule toolbar.