En:Calendar

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Planer

Kalender

The calendar provides an overview of your appointments for the year.

New Appointment

Click on a day or the green plus symbol to create a new appointment.

Appointment List

Under "System - Appointments - Appointment List," you can view your scheduled appointments. The appointments can be filtered by employee. Additionally, the time period for displaying the appointments can be limited, and the appointments can be downloaded as a list via the printer icon.

Individual appointments can be edited via the pencil icon, accessed in the customer file via the magnifying glass icon, and checked off once completed.

Birthdays & Preview

Birthdays and other customer appointments will also be displayed here. You can choose to have an automatic preview show when hovering over the days. To enable this, check the box at the top left next to "Show daily preview."

You can store birthdays in the Customer Profile for each client.

Export to Other Calendars

The Winestro.Cloud calendar can be exported to other calendars via ICAL. The link and access token can be found in the Settings section.

Integration with Outlook

Go to the calendar view and select "Integrate Calendar" at the top. Then click on "From the Internet."

Smartphone Calendar

For smartphones, we recommend the "One Calendar" app. Open the app, select "Add Account," and enter the link under "WEBDAV."

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Planner

The Planner provides an overview of upcoming appointments, which are also displayed on your homepage. Here you’ll see the following list:

If you don’t set any filters, you’ll see a list of your pending appointments. Appointments that are overdue will be marked with a yellow flag. This is different from the priority you’ve assigned to a specific appointment (e.g., "Priority Very High" will have a red flag). You can filter the appointment display by selecting a specific employee or restricting the date range. After making your selections, click the "Show" button, and the new list will be displayed. You can create a new appointment by clicking "New [+]". All appointments will also be shown in the Calendar.