Article Content:
Overview
The Schedule feature in Rebolt lets you create, view, and manage appointments directly; all in one place.
It’s designed for service-based businesses that need a simple, centralized way to:
Track appointments
Assign jobs or estimates to team members
Manage availability and time off
View schedules across different time ranges
You can schedule different types of appointments, assign team members, and switch between day, multi-day, week, or month views.
At the moment, the Schedule feature works independently inside Rebolt.
External calendar integrations (such as Google Calendar) are planned for a future version.
What you can schedule
When creating a new appointment, you can choose from different appointment types, including:
Estimate: Assessment or quote visits
Service Call: Scheduled service appointments
Out of Office: Time off, breaks, or unavailable periods
Follow Up: Internal or customer follow-up appointments
Each appointment includes:
Date and time range
Appointment type
Assigned team member
Views available
You can switch between multiple calendar views depending on how you prefer to plan your schedule:
Day view: Focus on a single day
4-day view: Short-term planning
Week view: Weekly workload overview
Month view: High-level scheduling view
You can also filter appointments by:
Team member
Appointment type
Steps (Create a New Appointment)
Go to CRM → Schedule in your Rebolt dashboard.
Click New Appointment in the top-right corner.
Select:
Date
Start and end time
Choose an appointment type (Estimate, Service Call, Out of Office, etc.).
Select or Create the Customer.
Assign the appointment to a team member.
Click Continue and save.
The appointment will immediately appear on the schedule.
Important notes (Calendar integrations)
At this time:
The Schedule feature does not sync with external calendars (such as Google Calendar or Outlook).
All appointments are managed inside Rebolt only.
We’re actively working on external calendar integrations for version 2 of the Schedule feature.
Tip
Use Out of Office appointments to block availability for vacations, breaks, or unavailable hours. This helps keep schedules accurate and avoids double-booking.