10 | Calendar

10 | Calendar

Finding the Calendar Module:

Navigate to Admin>Calendar


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Adding an Activity to Your Calendar

  1. Click the "Add Activity" button in the top right corner and select "Activity."
  2. Enter the activity name and configure additional options as needed.
  3. The activity will now appear on your calendar.


Click on your activity to add more details. You can attach files, leave comments, set reminders, and assign the activity to someone in your organization


Viewing Events in Your Calendar

  1. When you add an event, it will automatically appear in your calendar.
  2. Click on the event to open the storefront and process a sale directly from the calendar.
In the Point of Sale, click on your event to access it. From there, you can open your calendar by clicking the Calendar button in the top left corner.



How to Filter Activities by User

  1. Click the "Filter" button at the top right of your calendar.
  2. Select the user to view only their activities.