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 Calendar in the main navigation to open your calendar—activities are color-coded by type.
Calendar Views
Switch between views using the view selector:
- Month — Monthly grid with each activity's time and type
- Week — Full 7-day week with hourly time slots
- Day — Single day with hourly time slots
- Agenda — Chronological list covering four weeks, grouped by day
Use the arrows to navigate forward/backward, or click Today to jump to the current date. In Month view, click any date to open that day, or click +N more when a day has more activities than fit.
On mobile devices, the calendar opens in Day view for easier navigation.
Sidebar
On larger screens, a sidebar sits next to the calendar:
- Create — Start a new activity
- Mini calendar — Dots mark the days that have activities. Click a day to open it in Day view, or use the arrows to jump a month
- Next events — Your next upcoming activities; click one to jump to it on the calendar
- Calendars — Tick or untick activity types to show or hide them
On smaller screens, the Calendars filter and the Create button move to the calendar toolbar.
Managing Activities
Creating Activities
- Click Create, double-click an empty time slot, or drag across empty time slots to pick a time range
- The New event page opens with the time already filled in
- Fill in the activity details (type, customer, time) and click Save
On mobile and tablets, a single tap on an empty slot starts a new activity.
Rescheduling Activities
In Week and Day views, drag an activity to a new time or day, or drag its top or bottom edge to change its duration. The change saves straight away.
Dragging isn't available on phone-sized screens—edit the activity instead.
Quick View
Click any activity to open a quick view with:
- Activity type, date and time
- Certified or Not certified, if check-in verification is enabled and the activity is linked to a customer
- The linked customer—click it to open the customer profile
- Edit and Delete icons
From the quick view, click View Event to open the full activity, or Add report to report on the activity (Open report once a report exists).
On the calendar itself, a green check mark shows a certified activity and a file icon shows an activity that already has a report.
Exporting
Open the … (Actions) menu in the calendar toolbar and click Export to download the activities in the current view to Excel. The export includes start and end times, type, linked customer, and segment, and respects the Calendars filter.
Map View
Plan efficient routes by seeing the day's visits on a map. Open the … (Actions) menu and click Show routes.
The map only includes Visit, Prospecting, and Visit Planning activities linked to a customer with a known location. Calls, events, and custom activity types aren't plotted.
- Date — Choose which day's route to show
- Numbered stops — Each activity appears at the customer's location, numbered in scheduled order
- Driving route — The road route between stops, with total distance and drive time, plus the distance and time of each leg in the itinerary list
- Certified visits — Green check mark markers show where the check-in actually took place
Filtering
By Activity Type
Use Calendars in the sidebar (or the toolbar on smaller screens) to choose which activity types appear. Hidden types disappear from the calendar, the mini calendar dots, Next events, exports, and the map.
Viewing Other Calendars
If enabled, you can view other users' calendars:
- Use the Impersonate dropdown in the calendar toolbar
- Search by name or email and select a user to see their calendar
- Clear the selection to return to your own calendar
This helps managers review team schedules, coordinate coverage, and plan team activities.