How to book appointments and use the diary

Every appointment in Trame's diary is tied to a job, so glancing at your week tells you what you're doing and for whom, not just when you're busy.

Book an appointment from Schedule

1. Go to Schedule.
2. Select New appointment.
3. Search for the job and select it, then Next. Jobs already marked Done or Paid don't appear in this list.
4. Set the Start and End date and time.
5. Add a Description if it helps, this is optional.
6. Select Schedule.

Book an appointment from a job

1. Open the job.
2. Under Coming up, select Add appointment.
3. Set the Start and End time and an optional Description.
4. Select Schedule.

This works even on a job marked Done or Paid, unlike the picker on the Schedule page.

Reading the diary

Switch between week, day and month views. Each appointment is coloured by the job's current status, quoting, quoted, accepted, in progress, done and paid each get their own colour, so you can read the shape of your week without opening a single job. Recurring jobs' visits show in a colour of their own.

Drag an appointment to a new time, or drag its edge to change how long it runs, changes save immediately.

Editing, moving or cancelling an appointment

1. Select the appointment, either on the diary or from the job's Coming up list.
2. Select Edit.
3. Change the Start, End or Description, then Save changes.

To cancel it, select Delete and confirm.

Frequently asked

A recurring job's visits are showing on the diary, can I move just one?

Not from the diary. Visits generated by a recurring job's schedule are for reading, not for editing individually, changing the time of day or frequency they're booked at isn't available once the job is created. See setting up a recurring job for what you can change on a recurring job.

Can I see my Trame diary in my phone's calendar?

Yes, use Sync on the Schedule page to subscribe from Apple Calendar, Google Calendar or Outlook.