Scheduling employees

Overview

The calendar in Meistify is your scheduling tool. You can see at a glance which employee is scheduled where and when – and create new appointments with a click.

Creating a new appointment

1. Go to Calendar
2. Click on the desired day or time range
3. Fill in the form:
   • Title – e.g. "Bathroom installation"
   • Order – Link the appointment to an order
   • Employees – Select one or more employees
   • Date & time – Start and end
4. Click Save

Editing appointments

1. Click on the appointment in the calendar
2. Change the desired fields
3. Click Save

Who can schedule?

• Admins, Masters and Office can create and edit appointments for all employees
• Journeymen can only read the calendar and see their own appointments

Next steps

• Calendar views & filters
• Calendar & scheduling