Private appointments, notes & printing

A few extra tools live in the toolbar (the row of round buttons).

The toolbar buttons

Button	What it does
Map	Switches the calendar to the map view of your appointments, and back.
My Day	Opens the phone-friendly My Day view for out in the field.
Private — Rep	Blocks out personal time for a sales rep (lunch, leave, a meeting) so no one books over it.
Private — Installer	Same, but blocks out time for an installer.
Print	Prints the schedule, or saves it as a PDF, Excel or Word file.

Making a private appointment

1. Click the person (rep) or spanner (installer) button. A small window opens.
2. Choose the person, the day and time, and type a subject — e.g. “Annual leave” or “Team meeting”.
3. Save. It appears with a 🔒 lock and a dashed edge, so everyone knows that time is taken.

Day notes

A day note is a reminder pinned to a whole day for a rep or installer (not a specific time) — like “Warehouse closed” or “Cut-off for orders”. It shows as a gold 📌 banner in the all-day strip at the top of that day.

Printing the schedule

1. Click the Print button. A window lets you choose what to print and the format.
2. Pick a format — PDF for a clean printout or email; Excel or Word to edit.
3. Print or save — follow the prompt to send it to your printer or save the file.