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Schedule

The Schedule module provides calendar management for appointments, on-site visits, and team scheduling.

Schedule Calendar

Overview​

The Schedule module allows you to:

  • View team calendars
  • Schedule appointments and events
  • Plan on-site visits
  • Manage resource availability

Calendar Views​

Navigate to PSA → Schedule to access the calendar.

Month View​

See the full month at a glance with events displayed on their dates.

Week View​

Detailed view of a single week with time slots.

Day View​

Hour-by-hour view of a single day.

Agenda View​

List of upcoming events in chronological order.

Creating Events​

  1. Click + New Event or click on a date/time slot
  2. Enter event details:
    • Title - Event name
    • Date/Time - When the event occurs
    • Duration - How long the event lasts
    • Location - Where the event takes place
    • Client - Associated client (optional)
    • Ticket - Associated ticket (optional)
    • Attendees - Team members involved
    • Description - Additional details
  3. Click Save

Event Types​

Appointments​

Scheduled meetings with clients, either in-person or virtual.

On-Site Visits​

Scheduled visits to client locations for service delivery.

Internal Meetings​

Team meetings, training sessions, etc.

Time Blocks​

Blocked time for focused work or unavailability.

Managing Events​

Editing Events​

  • Click on an event to view details
  • Click Edit to modify
  • Drag and drop to reschedule (in week/day view)

Recurring Events​

Create events that repeat:

  • Daily
  • Weekly
  • Bi-weekly
  • Monthly
  • Custom pattern

Event Notifications​

Configure reminders:

  • Email notifications
  • Push notifications (if enabled)
  • Reminder timing (15 min, 1 hour, 1 day before)

Team Scheduling​

Viewing Team Calendars​

  • View your own calendar by default
  • Switch to team view to see all team members
  • Color-coded by team member

Checking Availability​

When scheduling, see team availability:

  • Green - Available
  • Red - Busy
  • Gray - Out of office

Integration with Tickets​

Link events to tickets:

  1. When creating an event, select a ticket
  2. The event appears in the ticket's timeline
  3. Time can be logged from the event

Travel Planning​

For on-site visits:

  • View client location
  • Estimate travel time
  • Plan routes for multiple visits

Best Practices​

  1. Keep calendars updated - Reflect actual availability
  2. Link to tickets - Associate events with related tickets
  3. Include details - Add addresses, contact info
  4. Set reminders - Don't miss appointments
  5. Review weekly - Plan your week in advance