How To Manage Your IKOL Calendar

Stay on top of your daily operations by utilizing IKOL comprehensive calendar. This guide will show you how to effectively schedule tasks, meetings, and services to keep your business running smoothly. Click the image below to view our YouTube tutorial on managing your calendar.

Plan and schedule tasks

From your dashboard, go to the Task tab to view all the scheduled tasks for yourself and your team. You can navigate your calendar by selecting daily, weekly, or monthly views. Creating a task is simple: just click on a time slot, or add one from scratch by entering details such as task type, assigned team members, and clients. You can also choose to link the task to a specific service or label to keep everything organized.

Track tasks and automate scheduling

Once your tasks are set, you can manage additional details like task status, invoicing, and notes. You can also create automatic tasks when clients book services, with all the information pre-filled. Additionally, leads can be converted into tasks, streamlining your workflow and ensuring nothing falls through the cracks.

Read more:
support.ikol.com/tasks