How to Schedule Events in GES

By the end of this video, you'll know how to create and schedule a new calendar event in the web portal. There are two easy ways to add an event. Let's start on the calendar page. From here, you can switch between day, week, and month views, or view the calendar by engineer. You can also filter for specific engineers if needed. To create a new event, click on any available space in the calendar. This opens a popup where you can select an activity type, choose a customer, job address, and job. Start typing to search, or click the plus to add a new entry. Use the Activity Notes to add useful details for the engineer, such as "Boiler in the attic." Assign the event to an engineer. Select an Activity Outcome if needed, but this is usually completed by the engineer. Set the date and time. Click Save. Alternatively, you can schedule directly from a job by going to the Jobs page. Open the relevant job and click Add Appointment. This opens the calendar with the customer and job details already filled in. And that's it! Your event is now scheduled and visible on the calendar.