Written by our Head of Products, Adam Pepper
You’re using ArtifaxEvent to capture everything that’s happening in one place, but a single source of the truth doesn’t mean that everyone has to look at the data in the same way.
Are you and your colleagues taking advantage of the many ways Artifax enables you to view and share calendar information? Make sure you’re using the most efficient tools for the job with our top five tips, and by signing up to our webinar where we’ll be taking a deep-dive into the Calendar module.
How many of us have an array of knives in a block on the kitchen counter, but tend to use the same blade for most tasks and ignore the others? Guilty! But using the correct tools for each task provides significant improvements in efficiency once you know how to use them.
ArtifaxEvent has four radically different Calendar views, and everyone has their favourite – but if you stick with the same one for all purposes you’re missing out on time-saving opportunities, so it’s worthwhile familiarising yourself with them:
Don’t settle for the defaults, tailor each view to your requirements by using the settings in the drawer to organise the data in the way its easiest for you to understand at a glance. For example, on the Graphical view:
Filters really are you friends. Use them to restrict the data you’re viewing to specific groups of spaces, or to events based on their properties. Just meeting rooms. Just bookings made by that customer who often loses track – or perhaps your own! Just bookings that have require catering. Just bookings that are pencilled or confirmed. Just opportunities where you or your team are managing the sale. Just comedy gigs – we all need a laugh!
Simply create an Event search and turn it into a calendar filter – and administrators can share them with other users so that everyone can start with a set of useful filters without needing to set up their own.
You’re viewing a calendar that’s showing you events or availability that you need to communicate to someone else? No problem! You can configure reports to be launchable from calendars. Run it, attach it, send it.
The more accessible you make the data, the fewer queries you’ll get from colleagues about availability or their bookings, so find the ways that make it easy for them to access the data.
Of course the absolute best way to get efficiency out of your calendar is to make sure it is your ‘Single Source of Truth’. “If it’s not in Artifax, it’s not happening” is the mantra of many of our clients. To reduce the number of mistakes that can be made and improve your time efficiency you need to use ArtifaxEvent as the one place where everyone inputs the event details and the first place everyone goes to find information. Eliminate any other places where event info could be kept and really embrace the Calendar and its reports.
If you have staff members who aren’t trained on Artifax, you don’t have the reports you need or aren’t sure where to start, contact us about our Professional Services packages.
We will be doing a webinar with a deep dive into the Calendar functionality with tips and hints, sign up today.