Pilot's CRM includes calendar management, appointment scheduling, and a booking system for client-facing availability.
Calendar:
- Visual calendar with day, week, and month views
- Create events, meetings, and reminders
- Link calendar events to contacts, accounts, or projects
- Color-coded event types for easy visual organization
Appointments:
- Manage scheduled appointments with clients
- Track appointment status: scheduled, confirmed, completed, cancelled, no-show
- Link appointments to contacts and add notes
Booking Settings:
- Configure your availability for online booking
- Set business hours, appointment durations, and buffer times
- Define booking rules and restrictions
- Generate a public booking page where clients can schedule appointments
Resources:
- Manage shared resources like meeting rooms, equipment, or staff
- Assign resources to appointments and events
- Track resource availability and prevent double-booking
Access: Calendar is available to CRM client users. Appointments, Booking Settings, and Resources require uber admin access.