PrevarroHelp

The Schedule

Plan who's going where and on what equipment, by day, week or month, and subscribe to your schedule from your own calendar app.

Schedule is where you plan who's going where, on what equipment, and when. It shows by default for businesses that deliver work as jobs. If your business runs members, it's hidden unless someone turns it on in Settings → Modules.

Each piece of planned time is a schedule block, with a type, a time, and the people and equipment it needs. Your appointments show beside your blocks.

Views

Pick Day, Week or Month. Use the arrows and Today to move through dates. In Month, select +1 more (or however many) under a busy date to open that day.

Day and Week have a density switch. On Day:

On Week:

In the views drawn to length, tick Hide empty to hide rows with nothing booked. On a small screen, those views aren't offered.

On Day, in By job, select Print runsheet to print the day. Closed days and public holidays show a banner, and anyone booked past their daily capacity is flagged.

Filter the view by Person, Team, Equipment or Type.

Add a block

If your role allows it:

  1. Select New schedule block, or press N. You can also click an empty spot on the grid to open the form on that date - where the grid shows hours, for an hour from where you clicked. In By time, on an empty day in By job and in the views drawn to length, drag across the grid to set the time, and in By resource · stacked, drag across a row to cover those days. The form opens with the time, the days and the row's person or equipment already filled in.
  2. Give it a Title and choose the Type: Work, Meeting or Travel.
  3. Pick the job it belongs to, if any.
  4. Set When. Tick All day if it has no times.
  5. Under Resources, select Add people or equipment. Picking a team adds its members.
  6. Add a Location, Notes, or a Video link for a meeting.
  7. Turn on Tentative to pencil it in. It shows with a dashed border.
  8. Select Create schedule block, or press Enter.

To start from an earlier block, select Copy from another schedule block at the top of the form.

Repeat a block

Turn on Repeat in the form, choose a pattern such as Weekly or Weekdays, and set when the series Ends. The form shows how many blocks it will create, and the first and last dates.

When you delete one block in a series, or change anything but its date, Prevarro asks whether it applies to that occurrence only, to it and the ones after, or to the whole series. Changing one block's date moves that occurrence alone.

Change a block

Select a block to open it, and click a field to edit it. If your role allows it, you can duplicate or delete it from the top of the panel, or drag it to move it. Undo and redo in the toolbar step back through your changes.

Dragging an appointment asks you to confirm with Reschedule. If the appointment's calendar sends reschedule notices, the customer is sent one with the new time.

Find a time

Select Find a time and pick who or what needs to be free, the Duration and the Search window. Prevarro lists Available windows within your working hours. If your role can add blocks, select Use this to start one there.

Your schedule in your calendar app

Select the calendar button in the toolbar to subscribe. Select Copy URL and paste it into your calendar app, or select Subscribe to open the app directly. The feed is read-only and updates every hour. Don't share the address. Anyone who has it can see your schedule.

If the address gets out, select the regenerate button beside Copy URL and confirm with Regenerate. The old address stops working, so subscribe again with the new one.

If your role doesn't include Schedule, the page shows My schedule instead - your own blocks and appointments, read-only.

Settings

If your role allows it, select Settings at the right of the view tabs: