About the Calendar Tab/Page

This document provides an overview of the information you’ll find in the Calendar tab, and the calendar-related actions you’ll be able to take on the page. (This is also known as the Calendar module.)

Click the Calendar tab in the Syncro header to display the Calendar page:

Note: If you don't see the Calendar tab, it may be under the More menu. Customize which tabs display and in which order using the Tabs Customization option from your Syncro User Profile menu.

From any of the Calendar Views, you can:

• Drag and drop an appointment to change it. (This won't notify the customer.)
• Hover the mouse over an appointment to see basic information (e.g., Subject, Location).
• Click an appointment to see a Summary page, which also allows you to Edit or Delete the appointment, or view the Details Page for the Organization linked to the appointment.
• Click All Appointments to display Upcoming Appointments (30 Days) as in the List View.
• View the Color Legend.

Note: Appointments that originated in Google Calendar (prefixed with G) can't be edited in Syncro, including by dragging and dropping to reschedule them. Edit these appointments in Google Calendar instead.

About Calendar Colors

Note: Admins can edit Syncro Users' color assignments in Admin > Syncro Administration - Users using the “Calendar Entry Color” field. See User Fields Reference for details.

The Color Legend

Regardless of which calendar view you're looking at, you'll see a Color Legend button. 

Click it to be reminded of the colors associated with each User/technician shown on your calendar:

Calendar Availability Indicators (EA Only)

The calendar uses color and shading to show technician availability at a glance:

Notes: 

• Out-of-office data is read from time blocked on a technician's connected calendar, Outlook or Google, not from an email automatic reply or vacation responder. Non-working hours data is only available for Outlook synced calendars; Google Calendar's API doesn't support working hours settings. Technicians must have a calendar integration connected for these indicators to appear. See Microsoft Outlook Calendar Integration or Google Calendar Integration for setup details.
• Color stylings work in both light and dark modes.

Default View

The default calendar view displays your calendar on the left, and the SCHEDULE APPOINTMENT sidebar on the right (as shown above). 

The upper right corner has a group of buttons that provide information and allow you to change to different calendar views:

Note: If your Syncro account has set and enabled Business Hours, this is noted on the calendar. If not, click the Enable Business Hours button to navigate to that page in Admin.

List View

Click List View to display the calendar as a list of Upcoming Appointments for the next 30 days (by default):

Use the buttons at the top of the Upcoming Appointments (30 Days) page to view:

• All: Every appointment ever created in Syncro. When there are many appointments, these are shown 30 appointments/page.
• Past: Any appointments that occurred prior to today's date. When there are many past appointments, these are shown 30 appointments/page.
• Upcoming (All): Any appointments scheduled for a day/time that's later than when you're viewing the calendar, in the order they will happen.
• Upcoming (30 Days): Any appointments scheduled for a day/time that's later than when you're viewing the calendar, but with a limit of 30 days.

Note: Recurring appointment sync behavior depends on whether the calendar integration was set up before or after the appointment was created. See Microsoft Outlook Calendar Integration or Google Calendar Integration for details. (This doesn't apply to those participating in EA.)

Click Calendar View to return to the Default View.

Tip: Click the icons to edit or delete appointments in the List View. When you edit an appointment, Syncro displays the Appointment Detail page in edit mode, and when you click Update Appointment, displays a page summarizing your changes. You'll need to click All Appointments to return to your calendar's List View.

Toggle View

Click Toggle View (Calendar) to change to a horizontal view that doesn't include the SCHEDULE APPOINTMENT sidebar, and gives you options to view appointments assigned to all Syncro User/technician accounts (depending on your permissions):

• If they're not already enabled, click Enable Business Hours to navigate to the Admin > Business Hours page where you can define and enable these. Once you do, the text "Business Hours Enabled" reminds you.
• Click New Appointment to open the NEW APPOINTMENT pop-up window. You can also click into a calendar cell/square to display this.
• In the upper right corner of the calendar, use the buttons to toggle the calendar by Month, Week, (upcoming) 3 Days, or (current) Day. Then, when you use the < (previous) and > (next) arrow buttons, the calendar will skip based on that increment. Click Today to return to the current day:
  
  
• In the Technicians column, check the boxes next to each Tech to see their appointments. You can specify which Technicians display here using the Security Groups dropdown menu:
  
  Tip: (EA Only) Each technician listed in the Technicians column displays a last-synced indicator showing when their calendar data was most recently updated. Hover over the indicator to see the exact timestamp. The indicator is display-only and does not trigger a manual sync:
  
• Click Toggle View (Calendar) to return to the Default View.

Calendar Only View

The Calendar Only View displays your Syncro calendar with no sidebars, headers, or footers. 

Given appropriate permissions, this can be useful on a larger, public monitor set to full screen: you can display a calendar and appointments to everyone in the office.

To access the Calendar Only View, add /calendar to the end of the URL that displays when you first click the Calendar tab. 

For example: https://XX.syncromsp.com/field_jobs/calendar (where XX is your subdomain).