Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website. Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each appointment type, and setup automated actions that happen when a time is booked.

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Appointment Scheduling Toolkit

Staff can schedule Appointments, and Prospects/Clients can book their own Appointments if allowed

Multiple Appointment Types can be set, allowing each Staff member to be uniquely available to be booked

Appointments show on both the Staff member’s Calendar and on the Prospect/Client’s Calendar

Client or Staff can easily cancel Appointments if needed

New Clients can create an Appointment while self-registering into the platform

Bird’s Eye View of Tasks, Events, & Appointments

Easily see all of the Tasks from all Projects, arranged by due date and color coded by Priority

Any Events that are assigned to Clients will appear on the Calendar

See all Appointments, including if it’s Open, In Progress, or Completed

Intuitive Filtering

Filter the displayed Tasks by a multiple of attributes, including Status, Priority, Project, and Assigned User

Filter the Calendar by particular Task Due Date on a weekly or monthly window

All filters allow for multiple items to be chosen allowing you to get exactly the view you need to inspect and manage your Projects, Tasks, and Teams

Granular Task Management

Beyond the high-level overview power of My Calendar, you also have the capability to work on an individual Task level

With just a few clicks, you can easily create new Tasks, edit existing Task details, and drag &drop Tasks to change their Due Dates

Click into a specific Task to be automatically taken to that Task in the context of its assigned Project, letting you get a full view all from one starting point

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