How to Use Calendar Blocks in the CRM
Watch this video or scroll below for step-by-step instructions:
Viewing Calendar Blocks
All calendar blocks are visible in the CRM, making it easy for you to keep track of your schedule. To view your calendar blocks, from the Main Menu click Guests, then CRM. Once in the CRM click on Listing Blocks in the sub-menu to view all of your blocks.
Searching for Specific Blocks
If you are looking for a specific detail about a block, you can easily search for it using the Search bar. This can be helpful if you have a lot of blocks and need to find a specific one quickly. Simply type in the keyword or detail to display all relevant blocks.
Filtering Blocks by Property
If you want to view blocks for a specific property, you can use the Select Listings feature. This allows you to search for blocks by property. Select the property you want to view and all blocks associated with that property will be displayed.
Viewing Specific Types of Blocks
In addition to filtering by property, you can also use the Type feature to view specific types of calendar blocks. This can be helpful if you want to see all blocks for a certain type of event or task. Select the type you want to view and all relevant blocks will be displayed.