Overview

Calendar is free team-centric automation and collaboration tool, shipped with each HostBill version.

Calendar allows you to:

• Create events to be reminded about
• Create recurring events
• Assign events to one of following:
  • Client
  • Account
  • Domain
  • Invoice
  • Estimate
  • Order
  • Ticket
• Assign events to one or more staff members
• Create public/private events
• Assign events to the group
• Add calendar as Admin Dashboard

Activating the module

1. The plugin is free and available to all HostBill users. In order to activate the plugin go to Settings→ Modules→ Plugins → Inactive, find and activate Calendar plugin.

2. Once the plugin is activated you will be directed to Settings→ Modules→ Plugins to configure the module.

Module configuration

1. Choose module display name
2. Select if you want the widget to be accessible for all staff members or only selected staff members
3. Once the module is activated your (selected) staff will be able to add this widget in their dashboards, using Add new widget button.
4. When activated Calendar will be placed under Extras → Plugins → Calendar. Visit this section to configure the calendar:

Once installed, calendar will be also accessible in:

• Client profile - you can schedule certain events to be performed with selected customer
• Account - schedule events/reminders directly in account details section (ie.: Remind to: Check if customer updated their profile, schedule follow-up call)
• Domain - schedule domain-related tasks (ie.: Remind to: Check whether nameservers propageted)
• Order - schedule order-related task (ie.: Remind to: Cancel order if customer will not provide details after certain period)
• Invoice - schedule invoice-related reminders/tasks
• Estimate - schedule estimate-related reminders/tasks 

Check video below to see just a fraction of calendar features in action!