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This is what your team and your customers see — on the calendar, on bookings, on every site. Not your email.
Last updated 09/22/26 — if something on your screen does not match what is written here, that is a bug. Tell us with the lightbulb button.
You do not have to read all of this. There is a How do I… button in the bottom right corner of every screen — ask it a question in your own words and it answers from this page. It is quicker than hunting.
This calendar holds every company’s appointments in one place. Customers book from the public links; your team works out of here.
Day hour-by-hour · Week the week · Month the whole month · Team everyone side by side · Agenda a simple list (best on a phone) · Open slots who has openings right now.
Just me / Everything switches between your own calendar and every company at once. The company selector filters to one business.
Click anything to expand it — tasks and appointments open to show notes, phone, company, where the lead came from, and who referred them.
My tasks are private — only you see them. Company tasks are visible to everyone at the selected company. Type and press Enter; tap the circle to complete.
PCS Tax book.pcstaxservice.com · PCS for Business book.pcstaxservice.com/business · Title Transfers book.titletransfernearme.com · Crash Factory book.thecrashfactory.com · Renu book.renucustom.com
Always put a ?src= on the end of a link before you send it. Whatever you put there lands in Lead source on that booking, so the calendar can tell you which ad, text or flyer actually produced work — instead of everything just saying “link”.
It costs nothing and it cannot be added later. A booking that arrives untagged is untagged forever.
?src=text a text blast · ?src=facebook-ad a paid Facebook ad · ?src=fb-title-ad the title-transfer ad specifically · ?src=instagram · ?src=flyer · ?src=qr a printed QR code · ?src=email · ?src=google
Keep them lowercase with dashes and reuse the same word every time — facebook-ad and Facebook Ad count as two different sources and split your numbers in half.
PCS Tax — book.pcstaxservice.com/?src=text
PCS for Business — book.pcstaxservice.com/business?src=text
Title Transfers — book.titletransfernearme.com/?src=text
Crash Factory — book.thecrashfactory.com/?src=text
Renu Custom — book.renucustom.com/?src=text
Swap text for whichever tag fits. For a referral card also add &ref= and the person’s name — ?src=qr&ref=Maria — and they get the credit automatically.
Where it shows up: on the appointment as Came from, in the Lead source filter chip at the top, and in the Lead sources panel on the right, which counts bookings per source for the day, week or month. That panel is how you answer “did the ad work” with a number.
Left panel → Time off & blocked time. Pick how long — 15 min, 30 min, 1 hour, 2 hours, 4 hours, all day, or a whole week — then the day it starts. For several days off, choose All day and fill in the To date; one row covers the whole stretch.
You can see it now. Blocked days show a ⛔ gold mark on the month with the person’s name, and open the day to see the detail. Everything blocked is listed underneath, with who it belongs to.
Remove takes it off and those times go back on sale to customers immediately. You can remove your own; managers can remove anyone’s.
Whatever you block disappears from the customer booking page straight away — they simply cannot click it.
It opens on This month, because that is what you actually plan around. My usual week is the pattern behind it — what you normally work on a Tuesday. Set it once and it carries forward forever.
This month is where real life goes. Every date of the month is listed; change the ones that are different and leave the rest alone. A day you change is marked with a dot; anything untouched just follows your usual week.
Move between months with ‹ and ›, so you can lay out next month before it arrives.
Clocking in is only half of it. The calendar also has to know what you can take — PCS Tax, Accounting, Titles, Crash, Autos, Renu. Nothing is routed to a person who has not said.
If you clock in at STAFF, it does not ask — so the calendar asks you the first time you open it that day. Answer it once and you are in the rotation until you clock out.
You can change it any time with Change what I can take at the top.
A gold bar sits along the bottom whenever you have an appointment inside the next three hours, counting down. Open it jumps straight to that booking. It never covers your work — it is a strip, not a wall.
As each one comes inside the hour you get one sound and one message, once, so a set appointment cannot quietly arrive while you are heads-down.
On the scoreboard, Nobody assigned is clickable. It opens those bookings in the alarm — same screen, same Take it button — so the number is something you can clear rather than just look at.
The screen alarm only reaches somebody with the calendar open. Texts reach them when it is shut — which is exactly when a booking gets lost.
Put your mobile in when you clock in. Three things get sent, and only these: nobody has this booking (to everyone who covers it), this one is yours and you have not accepted it (to you), and after ten minutes so-and-so has not accepted a booking (to everyone else, by name).
It stops the moment somebody accepts. Nothing else stops it. Reply STOP to come off texts entirely.
On Roles & Access each person shows whether they are reachable by text at all. Anyone without a number only gets told with the calendar open.
You see everyone’s bookings, not just your own — that is the default. When a customer rings and says they are meant to be speaking to somebody, you can see who has them and put the call straight through.
Anyone can change anyone’s booking. If a customer calls to move their time, whoever picks up the phone can move it. No level, no permission to chase.
Hand a booking to somebody else, or move its time, and the alarm starts again — on them — and keeps going until they say they have got it. Nobody gets work quietly dropped onto their day off the back of a phone call they were not on.
Your own private entries — personal tasks and blocked-out time — stay yours. Those are not bookings.
On Team, every person has their own row. Drag a booking sideways and you change its time. Drop it on somebody else’s row and you hand it to them. It asks you to confirm first, and it snaps to the nearest quarter hour.
Either one restarts the alarm on whoever ends up with it — the same as any hand-over. A customer must never land on somebody quietly just because a booking got dragged there.
You never have to drag. Open the booking and change it there instead — the drag is a shortcut, not the only way.
Above everybody’s rows on Team there is a gold one: Up for grabs. Those are the bookings that belong to nobody yet.
It is the same list the alarm is shouting about, laid out on the day so you can see when those customers are coming. It should be empty. Anything sitting in it is a customer nobody has accepted — drag it onto a row, or open it and hit Take it.
Bottom right of every screen there is a How do I… button. Type your question the way you would say it out loud — “how do I stop getting bookings for a couple of hours” — and it answers from this page.
It is quicker than reading, and it is there at 7pm when there is nobody to ask. If it does not know, it says so and tells you who to ask — your manager for pay, hours and expenses, Cyrus for access and anything that touches money.
Under every answer there are two buttons: Add it to Suggestions, which managers read, and Tell Cyrus privately, which only he sees. Nothing leaves your screen unless you press one of them.
What you type is not saved anywhere. It is not stored, not logged, and signing out wipes it — which matters on the shared screens.
There is a lightbulb button at the top of the calendar. Use it the second something looks wrong, reads confusingly, or would be easier another way. Your name and the time attach on their own — you only type what happened.
It is not an email that disappears. It goes on the board as Open, and stays visible until somebody marks it Acknowledged and then Fixed — so you can see it was actually picked up.
Please use it. You are the ones who run into the problems. The person who can fix them is not the one who notices them.
The Who’s on panel lists everybody, not just whoever is punched in — split into On the clock and Not clocked in, with a count on each.
For anybody off the clock it shows the hours they usually keep on a day like today, so you can tell “not in yet” from “not working today” and just call them.
Everyone sees this, not only the owner. A staff member should never have to guess whether somebody else is around.
Claim mode is how it runs now. A booking arrives belonging to nobody. It is never handed to a person automatically — it sits there, alarm going, until somebody takes it. That is deliberate: you should not find work on your plate that you never accepted.
Round robin is the other setting. The claim window still opens, but when it runs out the booking is handed to whoever is free and covers it, by rule.
Switch between them in Roles & Access → How bookings reach people. Nothing else changes — the alarm, the claim window and who covers what all work the same either way.
It runs until somebody says they have it — not for two minutes, not for thirty. If a booking lands at 4am it is still shouting when you sit down at 5pm. That is the point of it.
The sound does not stop. It calls out every few seconds, non-stop, until somebody accepts the booking. Not for a minute, not until it is nearly time — until a person takes it.
There is no hiding it. The snooze is gone. It stays on screen, saying somebody has to accept it, until somebody does.
Three reasons it is on your screen: nobody has it, you have it and never acknowledged it, or (owner only) it came and went with nobody on it. Taking it or acknowledging it is the only thing that stops it.
It no longer depends on the two-minute claim window. A booking entered by hand, or one where the alert email failed, used to alarm nobody, ever. It does now.
A booking only reaches people who cover that business. If somebody covers nothing, every booking routes around them silently and nobody is told.
Clocking in at STAFF never asks the question, so a STAFF punch lands with nothing selected. That is the usual reason a person goes quiet.
Fix it without chasing anyone: Roles & Access → What they cover. Tick what that person can take. It sticks for every future day, however they clock in, because routing reads this and not just today’s punch. Anyone covering nothing is called out in gold.
You also cannot save a blank list for yourself any more — clocking in or changing what you can take both refuse an empty list.
If you are off the clock, a large red stamp sits across the middle of the calendar. You can still see through it and every click still goes through it — it is a reminder, not a wall.
Clock in at STAFF opens the staff site, which is where the clock lives. Clock in there and this calendar picks it up on its own when you come back — it is the same punch, not a second one. Clock in here does the same thing without leaving.
Not yet hides it for twenty minutes. It comes back, because nothing is routed to you while you are off the clock.
The red screen is for one thing: a customer nobody has yet. That one never lets up until somebody takes it.
Once it is yours, it stays loud only while it is fresh (the first half hour) or nearly here (starting within two hours). After that it stops taking the screen — it is on your calendar and in the day sheet like anything else.
There is a white ✕ Hide for 5 minutes in the top corner. The alarm should never be the reason you cannot use the calendar.
A new booking arrives belonging to nobody, on purpose. Everyone who covers that work is told at once, and the alarm starts.
You get two minutes to take it. First person to hit Take it owns it. The alarm shows the countdown.
If nobody takes it, it gets handed out anyway — to whoever covers it and has the fewest that day. It is never left with nobody.
And it stays loud. Once it is on you it keeps going until you press Got it — I will handle this. That press is the whole point: it is the moment a person accepts a customer, and it is on the record.
Top of the calendar: Stop sending me bookings. New bookings go to somebody else who covers that work; anything already on your calendar stays yours. Put yourself back in with one tap.
This is different from time off. Time off blocks specific hours or days and takes those times off the customer booking page. This just takes you out of the rotation while you get on with something else.
The customer gets an email the moment they book, again the day before, and again about two hours ahead. Every one of them says “reply if you need to move it” — we would rather move an appointment than lose it.
You get an email when a booking lands with your name on it, and another about an hour before it starts, so it cannot creep up on you.
Email is now required when a customer books themselves. When you put a booking in by hand, the email box is right under the phone number — fill it in. If you leave it blank it will ask you once, because without an email that customer gets no confirmation and no reminder at all.
Text-message reminders are not built yet. Email only for now.
Top bar → 🔗 Booking links. Every business, every version — text, Facebook ad, Instagram, email, flyer, QR, Google, or plain. Hit Copy and paste.
The tag on the end is the whole point: it is what lets the calendar tell you which ad or text actually produced the booking. Copy from here rather than typing links by hand and the tags stay consistent.
Every appointment shows which. A small ⌘ in front of the name means the customer booked it themselves through a link; a ✎ means one of us typed it in after a call or a walk-in.
Open it and How it came spells it out — either “Booked online by the customer · facebook-ad” or “Put in by Tyson”.
Open an appointment → ✎ Edit this appointment. At the bottom is What happened to this appointment — the whole story in order: how it came in, who it was given to, who claimed it, every time it was moved, and how it ended.
Every line carries a name and a time. It is not there to catch people out — it is so that when something goes wrong we can see exactly where, instead of guessing.
If a filter is holding anything back, a ⚠️ gold warning sits at the top of the calendar telling you exactly what is on and how many you are seeing out of how many.
If your screen is empty while appointments actually exist, that warning turns red and pulses — because an empty calendar should never be mistaken for a quiet day. Clear all filters puts everything back in one tap.
‹ and › beside the title move you back and forward — by a day in Day/Agenda/Team, a week in Week, a month in Month, a year in Year. Today jumps back; when you’re away from today it says Back to today so you always know where you are.
On a keyboard: ← and → move, T goes to today.
The bar at the top searches customers, phone numbers, tasks and people across everything — type two letters and results drop down.
The chips beside it now really filter: Person (only their appointments), Company, Lead source (where the booking came from — Facebook, a link, walked in), and Show / no-show (showed up, no-show, we messed up, or not marked yet). A chip in blue is on; tap it again to clear it. All types clears everything at once.
Left panel → Pause a company. Pick that company in the selector at the top first, then hit Pause bookings. Its booking page immediately tells customers it isn’t taking appointments right now — every other company keeps running. Use it when Renu has nothing to show, not to block a person.
Left panel → pick a company → How many at the same time?
This is set to No limit. A time never closes because somebody else booked it — two, three or ten customers can all book 10am and the calendar will take every one of them. The only things that remove a time are blocked time and times that have already gone.
That is deliberate: we would rather have the appointment and sort the room out than turn the customer away. Every booking still gets its own owner, so nobody gets lost.
If a particular business genuinely cannot double up — one bay, one chair, one room — set a number here and that time will close once it is full. Then the last free slot shows the customer 1 LEFT, which is true rather than invented urgency.
Watch your day view when it is busy. With no limit, several appointments can sit on the same time, and somebody has to actually be there for each one.
If a booking comes in and nobody has it, a red screen takes over the calendar and it makes noise. It gets louder-more-often the closer the appointment is — every 25 seconds normally, every 6 seconds inside 15 minutes.
There is no dismiss button, and that is on purpose. It goes away when somebody takes it. Hit Take it, or hand it to someone with the dropdown. If you’re not clocked in, Take it clocks you in first.
If your browser blocked the sound you’ll see “Tap here to turn the alert sound on” — tap it once and it works from then on. The browser tab title flashes ⚠ UNCLAIMED too, so you see it from another tab.
Why it’s this aggressive: a customer drove to us and nobody was there. That is the thing this exists to stop.
At the top of the calendar there’s a bar. If it’s gold and pulsing, you are not clocked in.
Hit Clock in and check what you can take today — PCS Tax, Accounting, Title Transfers, Crash Factory, Autos, Renu. It remembers your usual set, so most days it’s one tap.
This is how bookings find you. A new booking is only handed to someone who is clocked in and checked that box — so a tax appointment never lands on someone who only does titles.
Off the clock you can look at everything, but you can’t claim, assign, or mark showed/no-show. If you try, the clock-in screen opens right there and finishes what you were doing — you never lose your place. Clock out when you’re done and bookings stop routing to you.
Who’s on right now in the left panel shows everyone currently clocked in and what they’re covering.
It’s one clock — the same punch STAFF will use for hours. Clocking in here is clocking in, period.
Tap an appointment anywhere — Day, Week, Month or Agenda — and it opens that day and expands it. It is no longer Month-only.
Open the day, tap the appointment, then ✎ Edit this appointment. You can change the customer name, phone, date, time, how long, in-person/phone/Zoom, the company, and who it’s for.
Wrong company? That’s the Company field — if something came in as PCS and it was really a car deal, switch it there and it moves.
Every appointment ends one of five ways. Marking it is not paperwork — it is the only way we learn anything.
Your numbers, top right: “60% show · 67% closed · 1 on us”. Show rate says they turned up. Close rate says it was worth it. And what we dropped is counted on its own instead of hiding inside the no-shows.
Changed your mind? Open the appointment → ✎ Edit and set it to anything else. Every change is kept in What happened to this appointment, with a name and a time.
Cancel appt marks it cancelled. It stays on the record; nothing is ever deleted.
If a save doesn’t work you will now SEE it. A red bar comes up at the bottom telling you what went wrong. If a button ever seems to do nothing, that means it truly did nothing — report it.
Customers can book today. The only limit is the notice window — the owner sets it in Roles & Access → How soon can customers book? (default: 1 hour). Times sooner than that show as PAST and can’t be clicked, so nobody books a slot that already went by.
When today is used up, the booking page says so and moves them to the next open day. It never shows a dead grid.
If a booking ever fails to save, the customer is told to call us — and you get an email with a red “THIS BOOKING DID NOT SAVE” banner. Call them and put it in by hand. You will never again see a customer who thinks they’re booked when they aren’t.
Bookings that come from the public links start out unassigned. Open the day, tap the appointment, and use Assign to — or hit Take it to put it on yourself.
The calendar opens on Everything — you see it all unless you choose otherwise. Just me narrows it to appointments assigned to you. Everything shows all of them, including unassigned. If something looks missing, check Everything.
Left panel → Money. Three links, all going to the Revenue board:
🧾 Create a receipt — took a payment? Write the receipt the same day. This is the one we’ve been missing.
💵 Enter expenses — put in what you spent, while you remember it.
📊 Open Revenue — the numbers board for every company.
These work for any company — the Revenue board covers all of them.
Use the 💡 button, bottom right. It goes straight to the owner. Don’t sit on a problem.
?src= so every ad, text and flyer reports its own bookings.What can you take today? Bookings only get routed to you for what you check here.
This doesn’t go away on its own. Somebody has to take it — that’s the whole point.
Every link, every version. Tap Copy and paste it straight into the text, the ad or the post — the tag on the end is what tells the calendar where the booking came from.
Handing someone a referral card? Add their name on the end: &ref=Maria — they get the credit automatically.
Set your hours for every day to the end of this month and save. Nobody can book you, and nobody knows when to reach you, until this is in.