You can create calendars for the company within the ClientBAY platform. This is a great tool for reminding agents of upcoming office events, such as Sales Meetings, CE Classes, and more!
There are two types of calendars you can create:
π Event Calendar: Alerts your agents of upcoming events happening within your company.
βοΈ Sign Up Calendar: Allows staff and agents to RSVP to events.
Select the Settings icon βοΈ in the upper right-hand corner of ClientBAY.
Select Company Calendar under the General section.
Select the + Calendar β button in the upper right-hand corner.
Fill in the Details: Enter the name and a description.
Set Defaults & Moderators: Designate if this is a default calendar and if it requires a Moderator. (Moderators must approve events before they become visible to users).
Set Access: Dictate the Access Level of this calendar to choose who you want to see it. π
Select Type: Under the Type section, designate if it is an Event Calendar or a Sign Up Calendar.
You can even choose a default event color for this calendar.
Assign Visibility: Specify if this calendar is for certain Offices or Agents.
Press Finish. You can now toggle between your calendars using the dropdown menu.
Ensure the correct calendar is selected in the dropdown menu.
Select the + Event β button in the upper right-hand corner.
Fill out the details: Enter event info and set your reminder preferences, then press Next.
Review Summary:
Select Finish and Notify to add the event and email every agent in the office.
Select Finish to add it to the calendar.
Moderation: If a moderator is attached, they will receive an email to review and approve the event before it appears for agents.
If you are using a Sign Up Calendar:
Select an event to see a list of agents who have RSVPβd.
Every event generates a Check-In Page with a unique code for easy attendance tracking!
π BONUS: All calendar events will automatically populate under the Upcoming Events widget on the ClientBAY Dashboard for everyone with access!
On the Calendar Dashboard, select the calendar you wish to delete from the dropdown menu.
Select the Delete icon ποΈ in the upper right-hand corner.
Verify the deletion when prompted by the system. β