Documentation

Calendars

Calendars allow you to track customer events in detail. For example, you can create bookings if you are a hair salon, or schedule in customer rentals if you are a bike rental shop. Calendars contain entries called "events". These events can be on a certain time or day, depending on your need. You can select a start and an end time to each event. Once you have created your first calendar, you can start adding events to your calendar.

 

Did you know?
  • Use Calendars for customer related functions. For employee scheduling, you should use the Schedule feature instead.


Calendars

Calendars are a placeholder for events. You can create many different calendars.

 

Adding A New Calendar
  1. Navigate to eQuate Back Office
  2. On the left navigation bar, click "Tools", then click "Calendars & Mailings".
  3. Click on "New Calendar" (see Figure A)
  4. Provide a name and description for your calendar (example: Bookings)
  5. Add event types for this calendar. Event types are a label for the event.
  6. Click "Save Changes" (see Figure B).
Figure A

Adding a New Calendar through the Back Office.

Figure B

Naming your New Calendar with a Name and a Description, pressing Save Changes when complete.


Events

Events are placed on calendars.

 

Adding A New Event
  1. Go to eQuate Back Office
  2. On the left navigation bar, click "Tools", then click "Calendars & Mailings".
  3. Click on the Calendar you want to add an event to.
  4. Click inside any of the dates to open up a New Event window.
  5. Add the details of the event and click "Save Changes" when you are complete (see Figure C).
Removing An Existing Event
  1. Go to eQuate Back Office
  2. On the left navigation bar, click "Tools", then click "Calendars & Mailings".
  3. Click on the Calendar you want to remove the event from.
  4. Click on the event you want to remove.
  5. Click the "Delete" button at the bottom to remove the event (see Figure D).
  6. Confirm that you want to delete the event.
Figure C

Adding a New Event to your Calendar.

Figure D

Removing an existing event from your Calendar.