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Calendar & schedule board
How to use the Calendar for sales appointments and the Schedule & Whereabouts board for everyone's whereabouts: adding your own entries, linking them to customers and deals, approved leave, and avoiding double-booking.
6 articles
- What the Calendar and the schedule board doReal Estate・Small BusinessesSee sales appointments on the Calendar, and everyone's whereabouts, attendance and leave on the Schedule & Whereabouts board. Both are filled from the same sales activities, so nothing has to be entered twice.
- View sales appointments on the CalendarReal Estate・Small BusinessesOpen Calendar in the left menu to see the company's sales appointments month by month. Click an activity to open its details, and use the bar at the top to import meetings from Google Calendar right away.
- See everyone's whereabouts on the schedule boardReal Estate・Small BusinessesOpen Schedule Board in the left menu to see everyone's whereabouts, time out, remote days and leave, plus today's attendance and who is on site, by day, week or month.
- Add your own whereaboutsReal Estate・Small BusinessesUse Add schedule on the board to add your own outings, direct-to-site trips, business trips, remote days and so on. Link one to a customer or deal and it is saved as a sales activity that also appears in Activities and on the Calendar.
- Approved leave appears on the board automaticallyReal Estate・Small BusinessesWhen a leave request is approved, the period appears on the Schedule & Whereabouts board as all-day leave. It disappears if the request is rejected or withdrawn, and follows any change to the dates.
- Avoid double-booking (check colleagues' schedules)Real Estate・Small BusinessesBookmi does not stop you from saving overlapping entries. Before saving, check the week or day view of the board, Colleagues' availability in the activity form, and Google Calendar free/busy.