Copilot CRM

To-Do's

Recurring Events Tab

All Events Page Overview

Setting an Off-Season

Filtering Your Schedule by Crew

How to Skip a Visit

How To Add A Recurring Visit

Custom Meeting Categories

Creating An Off-Season For Recurring Visits

Canceling and Reactivating Recurring Events

Where And How To Access Calendar Color Options

How to Create Indefinite Recurring Visits

Setting Up Bi-Weekly Recurring Visits

Completing Visits

Rearrange Visit Orders for Each Day

How To Add Bi-Weekly Visits

How to Delete a Visit / Event

Skipping A Job In Copilot

Articles relating to the Schedule and Calendar in Copilot

Schedule & Calendar

Find answers and get help from Intercom Support and Community Experts

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