RoofCare CRM - Agenda settings

Your working week

Hours outside this pattern are shaded in the agenda and are never offered to clients.

Breaks

A break punches a hole in the working day - lunch, for example.

How clients may book you

Your colour Assigned by an administrator in your user account, so a team keeps its colours apart on the shared agenda.

Visibility

Clients may book me Until you tick this, your calendar is invisible outside the CRM. Include me in the company calendar Colleagues then see your appointments in the shared overview.

Your own booking page

A page that books YOU: the client picks what it is about, a free moment in your agenda and leaves their details. Put the link in your mail signature or hand it to a client - it only works for whoever has it.

Where your day starts

Used to sort inspectors by distance for a client's address. The company address is used when you leave this empty.

Postcode

City

Public holidays

Country

Public holidays block my bookings Untick it if you do work on public holidays - they then only show as a marker.

Notifications for me

Mail me a new appointment request The request also appears above your agenda, with a badge in the menu. Mail me when a client moves or cancels Clients do that themselves through the link in their confirmation mail. Send me the appointment reminders too The same moments the client is reminded at: the evening before and shortly before the visit.

Time off

Leave, sick days and any other period nobody may book. A whole day, several days, or just a few hours.

Whole day(s)

From

To

Leave "To" empty for a single day.

Kind

Note

Who may see my agenda

Give a colleague a look at your calendar, or let them plan in it. Clients are not involved here - that is the "Bookings" tab.

Colleague

May

Shared with me

Your agenda on your phone

A subscription link puts this agenda in the calendar app on your phone or laptop. It is read-only: you plan in the CRM, your phone only shows it. How often it refreshes is decided by your device - most check a few times a day.

Google Calendar (live)

A real two-way connection with your work Google account: appointments appear on your phone within seconds, and your own Google events block the moments clients can book here. You decide - nothing is connected until you press the button.

How to add it

iPhone / iPad: Settings - Apps - Calendar - Calendar Accounts - Add Account - Other - Add Subscribed Calendar, then paste the link.
Google Calendar: Other calendars - + - From URL, then paste the link. Google decides when it refreshes (often only every few hours).
Outlook: Add calendar - Subscribe from web, then paste the link.
Android: add the link to your Google account as above - the phone then shows it in its own calendar app.

Treat the link like a password: anyone who has it can read this agenda. Lost a phone? Press "New link" - the old one stops working right away, and you paste the new one on the devices you still use.