Calendar View
From the calendar you can change how you view the main interface. You can change the calendar view to the following:
- By Day
- Week
- Month
- Schedule
By default the calendar will be set to a work-week view.
Changing appointment colours
The calendar in Rex offers two different modules for colouring your appointments. You can choose to:
- Use calendar colours - All appointments made for the same calendar are the same colour.
- Use appointment type colours - Appointment colour is based on the appointment types.
To change your calendar colour:
- Click on the calendar view button in the top left E.g Work Week View
- Select use calendar colours
- Under My Calendars on the right hand side, hover over the relevant calendar
- Click on the drop down arrow
- Select the colour you would like the chosen calendar to be
To change your Appointment Type colours:
- Click on the calendar view button in the top left E.g Work Week View
- Select User Appointment Type colours
- Under Types on the right hand side, hover over the relevant appointment type E.g. General appointment
- Click on the drop down arrow
- Select the colour you would like the chosen calendar to be
Any colour changes will automatically save and update any current appointments for you.
Filtering the Calendar
You can filter the calendar to search for specific appointments. To filter the calendar click on the blue Filter button in the top left hand corner.
You can filter the calendar using:
- A title
- A contact, property or listing record
- A location
Splitting the Calendars
If you are using more than one calendar you may want to view them separately to avoid confusion. You can choose to split the calendars you are viewing by:
- Day View
- Week View
To split the calendar by day view please follow the steps below:
- Click on the calendar view button in the top right hand corner E.g. ‘Work Week View’
- Click on Day - This will change the view of your calendar to be daily
- The calendar view button will now be named Day View. Click on the calendar Day View button in the top right hand corner
- To split your calendars daily tick the box next to split calendars in day view
To split the calendar by week view please follow the steps below:
- Click on the calendar view button in the top right hand corner E.g. ‘Work Week View’
- Click on Week - This will change the view of your calendar to be weekly
- The calendar view button will now be named Week View. Click on the calendar Week View button in the top right hand corner
- To split your calendars weekly tick the box next to split calendars in week view