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Calendar

In this user manual, you will find the information about the Calendar's layouts and navigation. To open the Calendar, on the Schedule tab of the Main menu, go to Calendar.

Refresh the Calendar

Before making any change, select Refresh to avoid concurrency conflicts.

Import calendar data from GEM-CAR 14

Configure GEM-CAR 14 for calendar data importation

Before you can import calendar data, you need to configure GEM-CAR 14. To do so, follow the instructions below.

  1. From the GEM-CAR 14 Main menu, go to Configuration > General information.
  2. On the Options tab, select Option 129 - Use .Net Calendar, and select the Diskette button to save.

Import appointment data from GEM-CAR 14

To import appointment data from GEM-CAR 14, follow the instructions below. This procedure is optional and you only have to do it once.

  1. In the GEM-CAR 14 Main menu, go to Configuration > Company management.
  2. In the Company management window, select Transfer the history from the GEM-CAR calendar to the .NET calendar.
  3. If you want to transfer only upcoming scheduled appointments, select Transfer future appointments. If you want to transfer the whole appointment history and upcoming scheduled appointments, select Transfer all appointments.

Plan time if you import all appointment data

You can't use the Calendar while importing appointment data and, depending on the size of your history, the duration of the operation may vary from a couple of minutes to hours. Consequently, we recommend that you plan enough time if you choose to import all appointments, ideally outside of business hours.

Import new work orders and jobs from GEM-CAR 14

To import new work orders and jobs from GEM-CAR 14, follow the instructions below.

  1. From the GEM-CAR 14 Point of sale, make or retrieve an estimate.
  2. Select F9 - Apts to send the work orders and jobs to GEM-CAR 2021.
  3. In GEM-CAR 2021, select Unplanned to open boxes containing the imported work orders and jobs. See Add appointments from work orders and jobs for more information on how to add them to the Calendar.

Change the calendar views

Select a View to display resource columns on the Calendar.

Change the Calendar layout

Select Day, Week, Agenda, Month, or Timeline on the Layout bar to toggle between different layouts.

Day layout

The Day layout includes a calendar on which you can manage appointments and notifications for the selected day. The timeline is represented vertically and, depending on the view, there can be resource columns. See Schedule Settings: General for more information on how to personalize the start and end time and the minimal interval of time slots.

Week layout

The Week layout includes a calendar on which you can manage appointments and notifications for the selected week. The timeline is represented vertically and the days of the week horizontally. Depending on the view, there can be resource columns for each day. See Schedule Settings: General for more information on how to personalize the start and end time and the minimal interval of time slots.

Agenda layout

The Agenda layout includes an agenda on which you can manage appointments and notifications for the selected week. It includes a list of appointments for each day. Depending on the view, there can be resource columns for each day.

Select the Left arrow or the Right arrows to navigate through the calendar, agenda or timeline.

Go to the Mini calendar and select the date you want to display on the Calendar.

To quickly go back in time, select the month and year on the top of the Mini calendar. The view will switch to months, years or decades.

Month view Year view Decade view

Select Today to display the current day.