Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Configuring your calendar

Each user has a calendar that will show any scheduled tasks, appointments, or sales opportunities. The calendar settings can be configured to ensure smoother daily operations.

How to do it...

  1. Hover over the person symbol in the upper-right corner of the page and select Edit My Profile.

  2. Click on the Preferences tab to display the available user options.

  3. In the Calendar section toward the middle of the page, we can configure the following:

    • Default Calendar View: This is what is displayed when you click on Calendar by navigating—the day when you log in (Day), the Week, or the Month

    • Default Start Hour: This indicates the time when the workday typically begins

    • Default End Hour: This indicates the time when the workday typically ends

    • Time Zone: This is the local time zone for the user; Infusionsoft assumes Eastern Time Zone by default

  4. Click on Save at the bottom of the page.

How it works...

Depending on your job function, you may rely heavily on the calendar to plan and take action. By setting up the calendar to the user's specifications, it ensures that they will have the best user experience while performing their daily activities.

There's more...

While looking at a user's calendar, there are visual cues to inform what kind of item is in a time slot. A task will be symbolized by a checkmark. An appointment will be symbolized by a tiny calendar symbol. A sales opportunity will be symbolized by a $ sign.

The following screenshot shows the three items in a time slot: