Calendar
Learn how to create and manage your appointments.
As a busy tradesperson, you need to stay on top of your commitments in order to deliver a reliable, customer service that your clientele can trust. Toolbot helps you manage your jobs and other appointments with a built-in calendar.
To open your calendar, click Calendar from the main menu in the Toolbot window. This takes you to the monthly view.
Add Appointment
Click Add Appointment to open the Add Appointment pop-up.
Client
If you want to make an appointment with a client in your Address Book, select their name from the Client list.
If you select a client, you can then select an address from the Client Address list.
Title
Enter a Title for your appointment. This will be visible on your calendar.
Description
Optionally, you can add further details to the appointment. Enter them in the Details box.
Location
If you have already entered an address for a client, this box will disappear. Otherwise, you can optionally add in a location for your appointment.
Start Date & Time
Next, add a date and time for your appointment. Click the datetime picker and select the date. Click the clock icon to open the time picker, select the appropriate time, then click Select.
End Date
Then set an end time. Click the datetime picker and select the date. Click the clock icon to open the time picker, select the appropriate time, then click Select.
Click Save to confirm, or Cancel to exit without saving.
If you create an appointment for today, you will see a count of today's appointments in the main menu on the left-hand side of the Toolbot window.
Edit Appointment
In the calendar view, click on an appointment to open the Update Appointment pop-up. Make your changes, then click Save to update it, or Cancel to exit without saving the changes.
Delete Appointment
In the calendar view, click on an appointment to open the Update Appointment pop-up. In the top right-hand corner, click the three-dots menu to open the menu, then select Delete.
In the confirmation pop-up, click Yes to continue., or Cancel to return to the calendar without deleting the appointment.
Viewing Appointments
In the calendar view, click Show Appointments to open the appointments slider window. Here you will find a list of upcoming appointments with today's appointments, and future appointments. From here, you can edit each appointment by clicking the three-dots menu next to an appointment, which enables you to edit or delete it.
Your upcoming appointments will also be visible on your Dashboard page.
Switching Views
By default, the Calendar displays the Month view, however, you can change how you see your appointments.
Today
Clicking on Today in the date selector will return the view to the current day, the week in which today falls, or the month in which today falls, depending on which view you have selected.
View
Click the View selector to change the view to Day, Week, or Month. You can then use the left and right arrows on the Today selector to scroll forwards or backwards.
Video Tutorial
Need some help?
🙋 If you need help at any time, simply drop us a line and one of our friendly support team will be on hand to advise. We want you to love Toolbot as much as we do and get the most out of it.
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