04 · 10 articles
Bookings and calendar
Won jobs, run sheets, questionnaires, tasks and the calendar behind them.
- Updated 27 Oct 2026
Brief me
A one-page brief of a booking or enquiry, written by Arby, for reading before a call or handing a job over.
- Updated 27 Oct 2026
Run sheets
The on-the-day schedule on a booking, shared with your client through the portal.
- Updated 27 Oct 2026
Questionnaires
Templates of questions you send from a booking, and what happens to the answers.
- Updated 27 Oct 2026
Tasks
The team's own to-dos, on a booking or on their own, with filters, groups, due dates and tasks that wait on others.
- Updated 27 Oct 2026
Task templates
Checklists of internal tasks for each workflow, applied to a booking by hand or by an automation.
- Updated 27 Oct 2026
Calendar
One calendar holding every enquiry, booking, appointment and unavailable day in the organisation, with payments, tasks, scheduled emails and run sheets due on it, by year, month, week or day.
- Updated 27 Oct 2026
Appointments
Book calls, walkthroughs and shoots on a job, set up the meetings clients can book from their portal, and the hours each member offers.
- Updated 27 Oct 2026
Map
Every enquiry and booking with an address as a pin on a map, in its workflow's colour, for a date range or all dates.
- Updated 27 Oct 2026
Calendar settings
Timezone, availability, event previews, capacity and members' feed links.