Keeping your calendar organized is key to staying on top of your work. Scheduling an appointment in your Olly Olly App is fast and simple. Here’s how to get it done:
Step 1: Start Scheduling
From the app menu, click “Scheduling”. Then, hit “Create” in the top-right corner to begin setting up your event.
Step 2: Set the Details
Now, let’s fill in the important stuff:
- Type: Choose what kind of event you’re setting up—whether it’s a job, an estimate or marking yourself as out of office.
- Time: Pick the date and time.
- Team members: Assign the appointment to yourself and anyone on your team. If someone’s missing from your list, head over to “My Team” to add them. (Learn more about that here).
- Customer: Add a new customer or select an existing one.
- Notes: Include any details that might be helpful for you or your team. Everyone assigned will see these notes.
Step 3: Save Your Event
Once everything looks good, click “Save” in the bottom right corner. Your appointment is now on the calendar!