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Onsite visit schedule & annual client deadline view
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Use your Myconsult Google account.
Hours from onsite calendar appointments are generated automatically for the month shown. Add manual entries for work that is not on the calendar — backlog, audit prep, ad hoc. Overtime is anything after 17:30.
| Date | Team Member | Client | Time | Regular | OT | OT Status | Source | Notes |
|---|
A client becomes bookable through its engagements — the service types listed against it. Adding a company on its own is not enough; open it and add at least one engagement. Nothing is ever deleted: an inactive client keeps its history and disappears from the pickers.
| Client | Year end | Engagements | Status |
|---|
Activity types are never deleted, so past appointments keep their label. Retiring one removes it from new bookings and leaves existing appointments untouched.
| Name | In use | Status |
|---|
Pick a colour to fix it for that person. Anyone without one is given a
colour automatically from their account, which stays put when somebody
new signs in. Roles and capabilities are granted from the command line
with npm run users.
| Colour | Name | Capabilities | Colour source |
|---|
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