Planning
Calendar and event management for your dealership
The Planning module helps you manage appointments, follow-ups, and tasks with a visual calendar interface.
Introduction
Your calendar displays all scheduled events with:
- Date and time
- Event type (Meeting, Test Drive, Task)
- Status (Todo, Pending, Complete)
- Associated contacts and vehicles
Calendar Views
Switch between views to see your schedule:
- Month - Full month overview
- Week - Detailed weekly view
- Day - Single day focus
- Agenda - List view of upcoming events
Event Types
| Type | Description | Use Case |
|---|---|---|
| Meeting | Scheduled meetings | Sales appointments, consultations |
| Test-Drive | Vehicle test appointments | Customer test drives |
| Task | Action items and reminders | Follow-ups, paperwork, calls |
Event Statuses
| Status | Description |
|---|---|
| Todo | Needs to be done |
| Pending | In progress |
| Complete | Finished |
Update status as you work through events to track progress.
Quick Actions
From the calendar:
- Add Event - Create a new event
- Click Event - View or edit details
- Drag Event - Reschedule by dragging to a new date/time
- Filter - Filter by type, status, or team member
Event Associations
Events can be linked to:
- Contacts - The customer or lead involved
- Vehicles - The vehicle(s) of interest
- Team Members - Staff assigned to the event
These associations help track customer interactions and team responsibilities.