Viewing a Fieldworker’s Calendar
You can easily view your fieldworker’s calendar to track their bookings and check their unavailable times, you can also integrate your google calendar as well for better synchronization.
Visit the “Easy scheduling and dispatching” page to learn more about calendars on OctopusPro.
Table of contents:
- Viewing the fieldworker’s calendar as an admin user
- Syncing and viewing admin user’s OctopusPro calendar with their Google calendar
- Syncing fieldworker’s OctopusPro calendar with their Google calendar from the fieldworker’s app
- Viewing fieldworker’s synced google calendar as an admin user
- Viewing the calendar from the web view as a fieldworker
- Viewing the calendar from the fieldworker’s application
Viewing the fieldworker’s calendar as an admin user
From the fieldworker’s profile
You can easily view your fieldworker’s calendar to check their bookings, go to Fieldworkers from the sidebar menu on the left, and view a fieldworker profile. Click on Calendar > View local calendar.
Visit the calendar list view to learn more.
You will be redirected to the fieldworker’s calendar where you can view bookings for the current month, week or day. You can click on the booking to view its details.
From the nearby bookings and find fieldworker’s availability
When you create or view a booking, you can view a fieldworker from the nearby bookings and the fieldworker’s availability. Visit the “Nearby bookings” and “Find availability” pages to learn more.
On the booking details page, from the available fieldworkers section, click on the calendar icon next to the fieldworker.
You can check the fieldworkers’ time availability when you click on Find availability from the booking details page or from the new booking page, a pop-up window will appear where you can check each available fieldworker’s timeline. Select the date from the calendar field to view the bookings on this day.
Syncing and viewing admin user’s OctopusPro calendar with their Google calendar
You can easily sync your Google calendar with the OctopusPro calendar so you can manage your bookings smoothly. Go to Fieldworkers from the sidebar menu on the left, view the general fieldworker profile, and click on Actions > Send Google calendar integration link.
An email form will pop up so you can send a permission link and grant access to your google calendar, click on Send. After granting permission for OctopusPro to synchronize with your Google calendar you can view your calendar when you click on Calendar from the sidebar menu on the left.
Visit the “Sync Google calendar with OctopusPro” and the “View Google calendar” pages to learn more.
Syncing fieldworker’s OctopusPro calendar with their Google calendar from the fieldworker’s app
Fieldworkers can sync their google calendars with OctopusPro so they can manage their appointments easily, login into the fieldworker account on the fieldworker application, view their profile from the sidebar menu on the left, and click on the actions button from the top right of the page then select Sync calendar, a pop-up window will appear asking you to send an email with the permission link click on Send.
After granting the synchronization permission sent to the fieldworker’s mailbox, they can view their calendar with the synced google calendar on the application when they click on Calendar from the bottom of the page.
Visit the “Sync Google calendar with OctopusPro” and the “View Google calendar” pages to learn more.
Viewing fieldworker’s synced google calendar as an admin user
OctopusPro allows you to manage your Google Calendar and OctopusPro Calendar in one place by using the sync feature provided in OctopusPro. Google Calendar sync enables you to synchronize events between Google Calendar and your OctopusPro account, from where you can add, edit and delete events in Google Calendar.
If you want to sync your fieldworker’s google calendar, go to Fieldworkers from the sidebar menu and view the fieldworker’s profile then click on Actions > Send Google calendar integration link.
Visit the “Sync Google calendar with OctopusPro” and the “View Google calendar” pages to learn more.
Viewing the calendar from the web view as a fieldworker
Your fieldworker can easily view their calendar, after signing in from the web browser the calendar will be viewed on their homepage where they can view their upcoming or past booking details.
Viewing the calendar from the fieldworker’s application
It’s easier for your fieldworkers to view and update their bookings from the fieldworker’s application, simply login to the app and click on the calendar icon at the bottom of the screen. Fieldworkers can view all their past and upcoming bookings from the blue dots appearing on the dates.
Fieldworkers can also add new bookings on the calendar by clicking on Add booking, visit the calendar page to learn more.
Adding an unavailable date on the calendar
Fieldworkers can add their unavailable times on the calendar so they don’t receive bookings when unavailable, to do so, click on Add unavailable from the calendar page. A pop-up window will appear where they can select the day(s) and time.
Visit the calendar page to learn more.
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