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The calendar gives your team a time-based view of all active work. Orders appear as events, staff shifts appear as background blocks, and any external busy time is visible to avoid double-booking. Everyone on the team works from the same picture of the day.
The Calendar screen showing scheduled orders, staff assignment colors, and the team schedule.

Calendar view — scheduled jobs, staff assignments, and busy blocks in one shared schedule.

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What appears on the calendar

Orders show the customer name, order number, status badge, and assigned staff at a glance. Clicking an order opens the full order record.

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Role-based calendar access

What you see on the calendar depends on your role and permissions: Owners and admins typically have full team access. Technicians usually see only their own schedule unless the workspace has enabled broader visibility.

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Managing shifts

Shifts define when a staff member is working. They appear as background blocks on the calendar and feed the team load calculations on the dashboard.
1

Create a shift

Open the Shifts section (Settings → Staff & Shifts → Shifts tab) or click an open time slot on the calendar. Select the staff member, enter the start and end time, and add notes if needed.All times are entered in your workspace timezone and displayed to each user in their local context.
2

Edit or delete a shift

Click the shift event on the calendar to open it. You can edit the start/end times, notes, or delete the shift entirely. Staff members can manage their own shifts; managers and admins can manage others’ shifts based on their permissions.

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Managing external events (busy blocks)

External events represent time that’s unavailable for scheduling — a personal appointment, a training session, or anything synced from a connected calendar.
  • Create a busy block by clicking an open slot and selecting External Event
  • Set a title, start time, and end time
  • These events appear on the calendar alongside orders and prevent that slot from appearing as available on the booking page
Google Calendar sync automatically imports events from your connected personal calendar as external busy blocks. Team members see that the slot is occupied without seeing the details of the personal event.

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Scheduling conflict detection

When you assign an order to a staff member and schedule it at a time they already have a conflicting order or busy block, the CRM flags the conflict before saving. You can:
  • Resolve the conflict — change the time or reassign to a different staff member
  • Override — acknowledge the conflict and schedule anyway if your workflow allows it
This prevents accidental double-booking without requiring you to manually cross-reference the calendar before every assignment.

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Calendar sync

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Google Calendar

Connect your Google Calendar under Settings → User & Security → Calendar Sync. Once connected:
  • Your Google Calendar events import as external busy blocks
  • New orders assigned to you can optionally sync to your Google Calendar
  • Changes to orders update the corresponding Google Calendar event
The CRM provides an .ics subscription link for Apple Calendar. Add it to Calendar on Mac or iPhone to see your CRM schedule in read-only mode alongside your personal calendar.
Ask your whole team to connect their calendars. The more complete the team’s availability picture is, the better the conflict detection and booking page availability calculations will be.
Use the view switcher to toggle between day, week, and month views depending on your planning horizon. The day view is most useful for a busy single-day operation; the week view helps with capacity planning; the month view gives a high-level overview.

Orders

Manage the jobs that appear on the calendar.

Staff & Roles

Set up staff members, roles, and shift permissions.

Booking page

The booking page uses shift and external event data to show customers accurate availability.

User & Security

Connect Google Calendar or get your Apple Calendar subscription link.