Calendar Module
The calendar module will display any and all activities to include engineer visits, deliveries, site survey and when the project was signed off.

-
Date Toggle - Toggle between month view, day view and agenda view
-
Filters - Filter to view site survey, Signed Off and Manual Booking Entries
-
Provisional Bookings - Integrators can request a calendar booking to go in as a provisional in order for the booking to become a confirmed booking the customer (you) will need to click on Confirm booking in the email notification.
-
Site Survey - Site Survey calendar entry
-
Sign Off - sign off booking entry
-
Project Booking entry - the main installation booking will go in as a green entry. The little red dot in thebottom corner signifies that the booking is still a provisonal booking. The red circle with a number means that notes have been added to the booking.
When you click on a calendar entry you will see a pop up box with more details on the calendar booking

-
Engineers - List of engineers who will be attending site
-
Booking Details - Details on the booking including date, times, description of works and address
-
Booking Type - Provisonal or confirmed, if a booking is down as confirmed this means you have accpted the booking or have confirmed over the phone that you are happy with the booking date.
-
Booking Notes - Booking Notes are added for the engineers visiting site. these could be anything from parking instructions to contact details on site.
Still stuck? How can we help?
How can we help?
A premium WordPress theme with an integrated Knowledge Base,
providing 24/7 community-based support.