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    Using the Calendar

    The calendar is the shop's single schedule. Much of it fills in automatically from your claims, so promised dates and task deadlines appear without anyone entering them twice.

    app.claimory.io/calendar
    The Claimory calendar in month view, with color-coded deliveries, deadlines and customer appointments across the shop's schedule
    1. Step 1
      1

      Open the calendar

      Click Calendar in the left rail. Switch between Month and Week, and use Today to jump back to the current day.

      app.claimory.io/calendar
      The Claimory calendar in month view, showing deliveries, deadlines and customer appointments across the shop's schedule
    2. Step 2
      2

      Read the colors

      Events are color-coded by type: deliveries (promised dates), deadlines (task due dates), appointments, and follow-ups, plus any manual entries you add.

    3. Step 3
      3

      Add an event

      Press Add Event, or click an empty day. Fill in the details and save. Click a busy day to see everything scheduled on it.

      app.claimory.io/calendar
      The Add Event dialog for scheduling an appointment on the shop calendar.
    4. Step 4
      4

      Let claims fill the calendar

      Promised dates and task deadlines flow onto the calendar automatically from your claims and tasks, so the schedule stays accurate without double entry.

      Pro tip

      Keyboard shortcuts speed things up: arrows move by day or week, T jumps to today, and N starts a new event.

    Good to know

    Common questions

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