How can I use the Calendar on my dashboard?

• Enabling the Calendar Tab:
  • Go to your Dashboard settings by clicking the cogwheel icon at the top right corner of the screen.
  • Enable the Calendar Tab; it will then appear on your dashboard.
• Accessing and Utilizing the Calendar:
  • The Calendar tab displays scheduled service jobs, customer events (like birthdays and anniversaries), and allows you to add new events such as store tasks, employee schedules, public events, and marketing campaigns.
  • Clicking on an event provides detailed information and options to communicate with customers directly.

Related Article: Usage of Calendar on Your Dashboard