Schedule overview

The Schedule page is your team's daily calendar. Use it to plan customer visits, service work, pickups, drop-offs, facility tasks, and blocks of time when your team is not available.

The goal of the Schedule page is simple: everyone should know what is happening, when it is happening, who it is for, and what needs attention next.

Schedule page showing a 5-day calendar view with color-coded events including vehicle drop-offs, detail appointments, pick-ups, and customer visits spread across the week — The Schedule page displays your week at a glance. Each colored block is one scheduled event — you can see what is happening, when, and for which vehicle or customer.

What you can do from Schedule

Create a customer appointment, service visit, pickup, drop-off, or internal facility event.
Switch between calendar, table, whiteboard, and progress views.
Search for events by customer, vehicle, event type, or notes.
Filter to work assigned to you or bookings that need approval.
Open an event to see the time, customer, vehicle, notes, assignment, and status.
Edit the time, duration, event type, assignee, vendor, and notes when plans change.
Mark work as in progress or complete so the team knows what happened.
Cancel an appointment while keeping a record, or delete an event that should not remain on the schedule.

The four views of Schedule

Schedule gives you four different ways to look at the same work. Each view highlights different information, so choose the one that fits what you are trying to do right now.

Filters & Settings panel open, showing view mode choices (Table, Calendar, Whiteboard, Progress) and calendar display options like 1 Day, 3 Day, 5 Day, Month, and time range settings — Open Filters & Settings to switch between views and control how much of the calendar you see at once.

Calendar is best for seeing time and availability. Use it when you want to know "What is happening at 2 PM on Thursday?"

Table is best for sorting, scanning many events quickly, and seeing details in columns. Use it when you want to review a long list of upcoming work.

Whiteboard is best for a visual card layout of scheduled work. Use it when your team prefers a spatial view.

Progress is best for tracking work through stages like To Do, In Progress, and Done. Use it when you want to answer "What still needs to be finished today?"

Choose the right Schedule guide

Show the schedule on a wall monitor
Use Use full-screen schedule display when a TV or large screen should show today’s work without dashboard menus in the way.
Create a new event
Start with Create an appointment when you need to put new work on the calendar.
Create repeating work
Use Create recurring appointments when the same visit or task should repeat weekly, monthly, or on another schedule.
Find the right work
Use Find and filter scheduled work when the schedule is busy and you need to narrow it down.
Approve online booking requests
Use Approve or decline a customer booking request when a customer books online and the event shows Needs Approval.
Change an event
Use Update, assign, or reschedule an event when a time, person, vendor, duration, event type, or note needs to change.
Cancel or remove an event
Use Cancel or delete a scheduled event when an event is no longer happening or was added by mistake.
Track work through completion
Use Track work in the Progress view when you want a board-style view of what is waiting, active, blocked, or done.
See the schedule on your phone or Outlook
Use Subscribe to the team calendar when you want Apple Calendar, Google Calendar, or Outlook to stay in sync with your shop schedule.

Important words on the Schedule page

Event means one scheduled item. It may be a customer appointment, a vehicle task, or a facility-only block of time.

Event type means the kind of event, such as Vehicle Drop Off, Dealer Service, Vehicle Pick Up, or Calendar Block. Each event type has its own color on the calendar so you can tell them apart at a glance.

Assigned to means the team member responsible for the event. When you assign someone, that event will show when they use the "Assigned to me" filter.

Status tells your team where the event stands, such as Scheduled, In Progress, Complete, Cancelled, Needs Approval, Declined, Tentative, or Blocked (when your team uses a blocked stage on the Progress board).

Recurring means the event is part of a repeat series. Changing one date may ask whether you mean only this event or all events in the series.

Open Event appears on some events when your team should run a linked workflow (photos, checklists, or operational steps) from the event detail panel.

Related setup

Schedule uses settings created in other areas of the app:

Set up appointment names, colors, availability, reminders, and rules in Settings > Events & schedule.
Learn the setup steps in Configure event types.
Add rooms, bays, equipment, staff resources, or other bookable resources with Set up bookable resources.
Create customers in Contacts and cars in Cars before scheduling customer or vehicle work.
Let staff subscribe to the schedule in Apple, Google, or Outlook with Subscribe to the team calendar.

What success looks like

When your Schedule is healthy:

Each event has the correct date, time, customer or vehicle, and event type.
Staff can quickly see what is happening today.
Busy days are easier to manage because filters and views show the right work.
Customers are less likely to receive confusing updates because cancelled, rescheduled, and completed work is tracked clearly.