Organise your people, protect their capacity, and keep everyone in the same calendar.
Creating teams, nesting, leads, and how teams drive assignment and reporting.
Capacity, allocation, heat view, and rebalancing work.
Sources, filters, colour coding, and creating events from records.
Availability, buffers, booking page branding, and the booking flow.
Internal messaging vs the shared client inbox, assignment and SLAs.
Guest invites, scope, expiry and audit.
Notes, linking to records, sharing and search.
Uploading, folder structure, sharing, versions, and storage limits.
30 questions. Pass at 80 percent to complete this module's check.