Calendar views are made up of the View Type and the Calendar Settings you select.

• Always have your preferred calendar view at your fingertips
• Save multiple views for different parts of your business
• Easily update your saved calendar views with a few clicks
• Share calendar views with other users.

New AroFlo users can start scheduling straight away with the standard calendar view included with your site. This view is not customizable but will automatically include yourself and the next 9 users you add, as well as remove deleted users.

The standard calendar view is designed to automatically refresh so you get the latest information about your scheduled tasks for that day (see Auto-Refresh Calendar Every setting).

In addition, the view includes a slot called All-Day when you want your team to be aware of a company-wide event which you might want to separate from your job schedule. 

If you have more than 10 users, the calendar will prompt you to create your own customized view:

Once you're ready, use the instructions below to create your own view.

We recommend saving your preferred calendar settings by creating a customized calendar view.

When you create a new calendar view, the Standard layout described above is used as the base, and you can then customize it as you see fit.

To change the name or description of a calendar view:

1. Click the down arrow to the right of the view name.
2. Click Manage.
3. Click the (pencil icon).
4. Make your changes.
5. Click Save.

If you want other people in your company to be able to access a calendar view you have created, set the view to 'Shared'. This will allow other users to use this view, but not edit it.

You can do this when you create the view, or when you edit it.

• A tick in the Shared column means you own this view and have made it available to other users.
• The (Share icon) means the view belongs to someone else, and you have added it to your list of views. Changes you make to a shared view are temporary and will not affect the original owner's version of this view. Click (pencil icon) to see who the owner of the calendar is.

 

To access a calendar view that someone has made shareable:

1. Click the down arrow to the right of the saved views dropdown (top left of calendar).
2. Click Manage.
3. Click Add Shared Views.
4. Select a calendar view from the Search Shared Views window and click Select Views > OK. The view will now be available in your saved views dropdown.

You can either:

• use the shared view as is, remembering that changes that the view owner makes to their version (e.g. color settings) will be reflected in yours,
• make temporary changes that will not be saved if you navigate to a different view or another part of AroFlo, or
• save a copy of the shared view (see Duplicate a calendar view, below) and make any permanent changes you need to.

If you've saved multiple calendar views, you may want to set one of them as your default view. If you don't set a default view, AroFlo will use your last-used view as the default.

Set a default view for all Business Units

To set a default view that will apply to all Business Units:

1. Click the down arrow to the right of the view name.
2. Click Manage.
3. Click the radio button beside the view you want to set as the default.

Set a Business Unit specific default view

To override the default you have set for all Business Units and set a different default for an individual Business Unit:

1. Click the (pencil) icon on the relevant view.
2. Click Select.
3. Click the checkbox beside the relevant Business Unit, and click the x in the top right to close the Search Business Units window.
4. Click Save.

To remove a Business Unit specific default view, click Select, deselect the Business Unit, close the window, and Save.