On-Call Windows Settings & Display

On-call windows are automatically generated for clients in Lead or Active status once a Due Date is added to their profile.

To modify the settings on your on-call window, follow the steps in each section.

Table of Contents

• On-Call Personal Settings
  • On-Call Window Settings as Displayed in the Calendar
• On-Call Business Settings

On-Call Personal Settings

1. Go to your Calendar from your Home Dashboard.

2. Click on the Settings at the bottom of the calendar.

   

3. Under the Personal Settings tab, scroll down until you reach the On-Call Windows section.

   

   1. Choose a setting from the drop down for each:
      • Personal On-Call Windows: Control how on-call windows appear for your own clients.
      • Team On-Call Windows: Control how on-call windows appear for clients assigned to other team members.
      • Client Status Filter: Choose which client statuses are included in on-call window displays.
   2. Under On-Call Client Statuses, you can choose which client type is included in your on-call view:
      • Active Only: Shows on-call windows for active clients only

      • Active & Lead: Includes both active and lead clients in your on-call view

        

4. Click Update once you're done.

On-Call Window Settings as Displayed in the Calendar

Due Date Only

This shows only the client's due date without a multi-day window.

On-Call Range

This displays the full calculated on-call window period range.

On-Call Business Settings

1. In the Calendar Settings, go to the Business Settings tab.

   

2. Proceed to the On-Call Windows section and modify the following:
   1. On-Call Window Range: Set the default on-call period for your business around a client’s due date:
• Start: Number of days before the due date
• End: Number of days after the due date
3. Click Update to apply the changes.