Calendar View
The Calendar defaults to a monthly view, but can be changed to any of the following:
Click Calendar View
Choose from Daily, Weekly, Monthly, or Week List.
ℹ️ Note: Week List will display the day, time, event status indicator, event name, booking status and event date
Change Calendar
The Calendar defaults to showing All Events, but can be changed to any of the following:
Click Change Calendar
Select Events Only to show only events (booked and unbooked) and hide Appointments, Date Holds, Phone Conversations, and Meetings
Select Room Calendar (if purchased) to see a view of your events across your rooms or spaces.
Select All Employees Schedule to see a view of your events showing the employees scheduled for each, their role, and shift times (in time a chart view).
Select View Employee Schedule and then choose an employee from the dropdown to select a single employee and view their time off and event schedule.
Select All Employee Time Off to see any time off requested or approved.
ℹ️ Note: Click into a Time Off request to accept or decline it if you have scheduling permissions.
Select Other Calendar Events to show only Appointments, Date Holds, Phone Conversations, and Meetings.
Calendar Settings
Click Settings next to Calendar View to be taken to your overall Calendar settings.
Calendar Integrations
Here you can copy the link to view your events in Google Calendar, Outlook Calendar or any other calendar platform that supports .ics calendar file imports.
Event Settings
Choose whether to show or hide Cancelled Events as well as Unbooked Events. This can be helpful if you want to hide activity that may not result in actual staff, budget, and resource allocation.
ℹ️ Note: Calendar settings applied here will also show/hide events within your Releventful mobile application.
Filter By Event Status
Start typing in the search bar here to filter the events on the calendar by event statuses you would like to see on the calendar. Add multiple filters by typing next to the previously applied filter.
Additional Functions
Add
Select Add in the top left to add Date Holds, Phone Conversations, and Meetings.
Reports
Scheduled Employees - See a row-based report of all scheduled employees within a date range. Click Settings within the report to automatically be sent a weekly report (check that the Event Detail Weekly report is on, choose M, W, F, and set a time, then hit Save).
Employee Time Management - See a row-based report of all scheduled employee activities within a date range. Search by employee, event, role and business name. After applying filters, click Run Report to generate the list.
My Schedule Report - Opt-in to automatically be sent a weekly report of your scheduled shifts and details for your events (check that the Event Detail Weekly report is on, choose M, W, F, and set a time, then hit Save).