Use the calendar and schedule meetings
See deliveries, installations and meetings on one monthly calendar, and book meetings with your clients.
On this page
The calendar shows what is happening this month across all your jobs: supplier deliveries, installations and client meetings. You don't add deliveries or installations here. They appear by themselves from the dates you enter on your orders.
Read the calendar
Click Calendar in the left-hand menu. You see one month, Sunday to Saturday. Use the ‹ and › arrows to move between months, and Today to jump back to the current month.
The colored dots at the top right explain each kind of entry:
| Color | Entry | Where the date comes from |
|---|---|---|
| Violet | Supplier delivery | The Delivery date on a supplier row of an order |
| Green | Installation | The order's Installation Date |
| Amber | Meeting | A meeting you created on the calendar |
| Blue | Delivery | The old single delivery date, only on older orders that have no supplier rows |
Supplier deliveries show a truck icon and a small badge with the balance still to pay that supplier, for example "$14,300 open", or "Paid" once it is settled.
See the details
Click any entry to open a pop-up with its details.
- For a supplier delivery, you see the supplier, category, supplier order number, client, order, status, delivery date, total cost, what you've paid so far and the balance.
- Click Open order to go to the order.
- For a meeting, click Edit meeting to change it.
Schedule a meeting
Start a new meeting
On the Calendar page, click + New meeting at the top right.
Pick the client
Search for the client and click their name. If they are new, create the client from here. Salone brings you back to the meeting form afterwards.
Fill in the meeting
- Title, for example "Kitchen design review".
- Date is the only required field.
- Time and Designer are optional.
- Context: choose A specific order, New client or New order. If you choose A specific order, pick the Order too.
- Notes for anything else: where, what to bring, what to discuss.
Save
Click Create meeting. You go back to the calendar, where the meeting shows in amber, with its time if you set one.
Change or delete a meeting
Click the meeting on the calendar.
- To change it, click Edit meeting, make your changes and click Save changes.
- To delete it, click Delete in the pop-up, then Confirm delete.
Good to know
- The calendar only has a month view. There are no filters, week or day views.
- It shows orders of every status, including Complete and Cancelled.
- Meetings don't send invitations or reminders, and they don't sync with Google Calendar or Outlook.
- Tasks are not shown on the calendar. See Tasks.
- Everyone on your team sees the same calendar.