This guide will show you how to use the Calendar tab on your Dashboard effectively. Knowing how to use the Calendar tab allows users to interact with scheduled service jobs, set tasks for future dates like promotional campaigns, and manage customer events.
Clicking on an event reveals relevant details including customer name, sales data, and offers an option for instant text messaging. There is also the ability to add store tasks, events, and schedule employees' holidays. Scheduled marketing campaigns can also be executed through the calendar.
To learn more about this, you can watch our video for step by step instructions.
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