Schedule

View and manage activities in a visual calendar. Plan visits, calls, and events with drag-and-drop scheduling, multiple calendar views, and route visualization on a map. Click Schedule in the main navigation to open your calendar—activities are color-coded by type.

Calendar Views

Switch between views using the view selector:

• Day — Single day with hourly time slots
• Week — Full 7-day week view
• Work Week — Monday through Friday only
• Month — Monthly overview showing activity counts

Use the arrows to navigate forward/backward, or click Today to jump to the current date. In month view, click any date to drill down to that day.

On mobile devices, the calendar defaults to Day view for easier navigation.

Managing Activities

Creating Activities

1. Click the Create button, or double-click an empty time slot
2. Fill in activity details (type, customer, time)
3. Save the activity

On mobile, a single tap on an empty slot opens the create dialog.

Viewing Activity Details

Click on any activity to see:

• Activity type and description
• Linked customer
• Scheduled time
• Form status

Click an activity to see quick actions: Open and Add Form (or View Form if one was already submitted).

Exporting

Export your schedule to Excel using the Export button in the calendar toolbar. The export includes activity times, types, linked customers, and segments for the current view.

Map View

Map View is primarily useful for visit-type activities where customer locations are relevant. Visualize scheduled activities on a map to plan efficient routes. Click Show Routes in the calendar toolbar to open the map.

• Activity pins — Each activity appears as a numbered marker at the customer's location, showing the visit sequence
• Verified visits — Green checkmark markers show where GPS tracking confirmed actual visit locations
• Route lines — See the path connecting your activities in order
• Date picker — Select a date to view that day's planned route

Use the map to identify geographic clusters and optimize travel between stops.

Filtering

By Activity Type

Use the activity type dropdown to show only specific types:

• Select one or more activity types
• Only matching activities appear on the calendar

Viewing Other Calendars

With appropriate permissions, you can view other users' schedules:

1. Use the Impersonate dropdown
2. Select a user to see their calendar
3. Clear the selection to return to your own calendar

This helps managers review team schedules, coordinate coverage, and plan team activities.

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