Overview
The search feature allows you to find any scheduled event without manually scrolling through the calendar. You can search by client name, job name, or event type to locate what you need in seconds.
Step 1 — Open the Search Bar
Click the Search bar at the top of the calendar.
Step 2 — Enter Your Search
Type any of the following to find a matching event:
Client name
Job name
Event type
Step 3 — Open the Event
Review the matching events shown on the calendar, then click the event you want to open.
When you click an event directly, a details panel opens on the left side of the screen. This panel shows the full event details, including the task type, task name, date, time, attendees, location, and description.
At the bottom of the panel, you will also see three action buttons:
Edit — opens the event in edit mode so you can update any information that needs to be corrected
Send Email — lets you send a booking confirmation email in case it was not sent when the event was first created
Mark As Complete — allows the assigned person, such as a foreman or team member, to mark the event as completed once the work or appointment is finished
When Mark As Complete is selected, the system will display a confirmation message so you can choose whether to complete the event or keep it open.
This is especially useful when you need to quickly review, update, or complete a specific appointment without searching through each date manually.
