OctopusPro's video: Fieldworker Calendar Management for Admin Users

Timestamps: 00:07 - Introduction 00:25 - Viewing Modes 03:46 - Filters 07:02 - Adding New Bookings 08:59 - Adding Unavailabilities 11:18 - Adding Notes 12:11 - Editing Bookings (drag and drop functionality) 15:40 - Google Calendar Integration 18:29 - Conclusion OctopusPro is a sophisticated tool equipped with an integrated calendar designed to streamline fieldworkers' scheduling and assignments. This efficient system allows for simple drag-and-drop management of bookings, making the process straightforward and user-friendly. The OctopusPro calendar provides several viewing options to accommodate diverse needs and preferences: Month View: This feature enables users to have an all-encompassing view of their month. It includes all bookings, appointments, and events, using color coding for clear distinction. The Month View avoids scheduling errors such as double bookings and helps users stay organized. Week View: This option offers a detailed snapshot of the user's week, allowing for thorough planning and accurate execution of tasks. With a day-by-day breakdown, the Week View aids in precision management. Day View: This hourly layout of each day's schedule assists in managing demanding days when every minute counts. With each task and to-do right at your fingertips, the Day View ensures organization, punctuality, and productivity. List View: For users preferring a minimalist approach, the List View presents bookings, tasks, and appointments in an orderly list. This simplified and clear view aids in efficient management of the schedule. The OctopusPro calendar system also features appointment filtering to help users streamline their bookings. Various criteria such as service type, booking status, location, fieldworker status, and payment status can be applied. Once the filters are activated, only bookings that match the chosen criteria are displayed. The interactive calendar makes the process of adding a new booking easy. Both self-made and customer-made appointments are automatically added to the calendar, providing a real-time overview. Manual booking is also effortless with a user-friendly interface. To further boost productivity, OctopusPro allows the blocking of unavailable dates and times. This feature acts as an automatic schedule guard, preventing overbookings and allowing precise control of availability. This feature contributes to effective schedule management and improved user experience. Other functionalities include adding notes to calendar dates for personalized reminders, to-do lists, or daily task tracking. For flexibility, the system allows booking appointments without specifying an exact time. Users can select a 'part of the day' during the booking process, which is useful for tasks that do not require strict timing. The system permits adjustment of the order of non-time-specific bookings within their designated part of the day via drag-and-drop. It also allows creation and rearrangement of 'All Day' appointments within the same day. However, these can't be reordered in relation to bookings with specific times and can't be moved between different days within the list view. Lastly, the OctopusPro calendar can be synchronized with Google Calendar. This function allows seamless schedule management across both personal and professional domains without the need to switch between multiple platforms. With OctopusPro, efficient scheduling and task management are just a click away.