Installation Company ERP / CRM


How To Book Holiday in the Diary

To do this:

  1. In your Main Menu, head to the Diary.
  2. Depending on how you’d like to view – Filter the User you’d like to book the holiday for.
  3. Use the arrows or calendar icon to find the date you need.
  4. Double-click on the all day box under the date and enter a title in the Event box.
  5. Tick the ‘All-Day Event’ box so this blocks out the whole day. Alter the dates as required and enter a description if needed. You don’t need to repeat the entry but the option is there if needed.
  6. Select ‘Holiday’ as the ‘Type’ and press Save.

Thank you for watching our how-to video on How To Book Holiday in the Diary, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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