Before you start

This guide shows you two things: how to book an appointment on the big calendar, and how to use My Day — your list of jobs on your phone. Every step is spelled out. No experience needed.

Three tiny words we use a lot

Click

Move the arrow on screen over a button, then press the left button on your mouse once. That’s a click.

Tap

On a phone or tablet there’s no mouse. Instead you tap — touch the screen once with your finger.

Type

Click inside a white box first, then use the keyboard to write. A blinking line means the box is ready.

You cannot break anything

Feel free to click around and look. Nothing you do is kept until you press the orange Save Appointment button. If you get lost, use the menu on the left to jump back to any page.

What the two screens are for

The Calendar (Leads)

Used on a computer. The big weekly planner where the office books a customer in with a sales rep. You can see everyone’s appointments at once.

My Day

Used on a phone out in the field. It shows a sales rep just their own jobs for the day, in order, with a big Call and Directions button for each one.

They talk to each other automatically. An appointment booked on the calendar shows up in My Day, and the reverse. See How the two screens connect.