Calendars in CoreBridge provide a shared, centralized view designed for team collaboration and streamlined scheduling. With this feature, you are able to coordinate tasks, manage resources, track key deadlines, and stay aligned across departments, ensuring everyone is on the same page and working efficiently.
Note: Multiple Calendars can be viewed together using the Scheduling Feature. This can be managed in Sales / Scheduling. For more information on the Scheduling Feature, please see Scheduling Overview.
Table of Contents
- Adding Calendars
- Calendars Overview
- Adding an Event
- Linking Estimates or Orders
- Calendar Categories
- Related Articles
Adding Calendars
Navigate to Settings / System / Calendars.
1. Click the Green Plus button.
2. Name - This name is visible to all users and should be used to differentiate between other calendars.
3. Description - This should explain clearly what the calendar will be used for.
4. Click Save.
After clicking Save, the page will refresh with the option to use an integrated calendar if you have one installed in your system. For more information on Calendar Integrations, please see Google Calendar, or Microsoft Calendar.
5. Use the dropdown to select which Calendar Provider you would like to use and sign in to the appropriate integration as directed.
Calendars Overview
To locate a Calendar, navigate to My Profile / Calendars.
1. Click into a calendar to view details and add events.
a. The dropdown allows you to switch which calendar you would are to viewing.
b. Clicking the Green Plus button allows you to add an event to the calendar.
Note: A pop-up will appear where you can enter the necessary information. See below for more information.
c. The arrows adjust the schedule forward or backward. The amount of time the view shifts depends on the option you’ve selected on the right (month, week, day, etc.)
d. This button resets the view to the current day.
e. This heart will designate this calendar as a favorite and will be visible on the previous screen.
f. Here you can select how the calendar is displayed, with options for month, week, day, or list views.
Adding an Event
Note: Calendar events can also be added using the Scheduling Feature. For more information, please see Scheduling Overview.
Navigate to My Profile / Calendars.
1. Click into the appropriate calendar.
2. Enter in the necessary Details.
a. Give this event a short, recognizable name.
b. Use the dropdown to select which linked Calendar this event belongs on.
c. Use the dropdown to select a Category.
Note: Categories can be managed in Settings / System / Calendar Categories. For more information, see Calendar Categories below.
d. Use the dropdown menus to populate the dates and times for the event, including whether this is an all day event and if it repeats in the future.
e. Provide an address, if applicable.
f. Provide a short description, if desired.
3. Click on Add Linked Record to link an Estimate or Order to this event.
Note: See below for more details.
4. Quick Custom Fields will show here. For more information on creating Custom Fields, please see Custom Fields.
5. Select either Save & Continue or Save & Close.
Note: Clicking Save & Continue will give you further options. For more information, see the example below.
Example:
a. Statuses can be managed in Settings / Workflow / Statuses / Calendar Events. Statuses added there will populate in this dropdown.
b. Substatuses can be managed in Settings / Workflow / Substatuses. Substatuses must be linked to a Status in order to populate in this dropdown. For more information on this, please see Statuses Overview.
Linking Estimates or Orders
Linking Estimates or Orders to an event is quick and easy, allowing you to see important details directly on the schedule.
1. In the Event Details tab, click Add Linked Record.
2. Use the dropdown to select the Estimate or Order.
Note: Utilize the Search Field to quickly find the necessary Estimate or Order.
3. Click Save.
4. Select Save & Continue or Save & Close.
Note: Save & Continue will give you the option to add a Status and/or Substatus to this event. See example above.
Calendar Categories
Calendar Categories are color-coded tags that let you assign custom categories to events
To manage Calendar Categories, navigate to Settings / System / Calendar Categories.
1. Click the Green Plus button.
2. Use the dropdown to select a color.
3. Type the name of this category.
4. Select the Green Checkmark to save, or the X to cancel.
Note: You can apply Calendar Categories when creating an event in either the Calendar or the Scheduling feature, or by editing the event at any time afterward