Employee Calendar

Nice to meet another caterer. I haven’t seen many of us on here yet!

Is the employee have a HB account? Or are you referring to a a google/ical situation?

If through HB it should be pretty easy to edit calendar colors/types. You may need to make a separate calendar to copy booked events onto, if that’s all yo want them to see.

Hey Whats up Than! 

Hey has his own login as I’ve added him as a team member. He just sees all inquires, not tracking on pipeline, booked events and tastings, Discovery calls, and all other sessions and they all show ups as blue on his calendar. 

I may just have to make a separate calendar. 

Great to meet you, we have been on the platform for about 2 years. It's definitely coming along. Wish it had more features but its getting there! 

this is how his calendar looks on my employees calendar. 

No wonder he has been so confused, he has no clue what events are booked or is just inquiries 

Agreed. I’m not going to pretend it’s custom built for catering, but it handles a lot of the front end well. How do you manage BEOs, prep lists, etc? Do you use an adjacent program or are you a docs/spreadsheets person?

Yeah, I think you’re right - this is a basic oversight by HB. All we can do is add a feature request. To the platform’s credit, dev has been on a bender recently and is pumping out updates all the time, so they might get to this soon.

In the meantime...the hack is just to make a separate calendar for each type of project. Which is not sustainable.