Create your first schedule

Use a personal schedule for appointments and everyday tasks. Use a work schedule when you need customer details, a work form, or records from the job.

Create a schedule

1. 01

   Tap Add in the center of the bottom bar

   It appears as a + from other tabs. Once you open Add, the same button changes to a checkmark.

2. 02

   Check where the schedule will be saved

   The current calendar appears in the top-right corner. If you have team calendars, tap the calendar name to choose a different one.

3. 03

   Choose Personal or Work

   You can use either type in My Calendar. Choosing a team calendar automatically switches the schedule to Work.

4. 04

   Set the date and time

   Tap the date area to choose a start date and time. You can also add an end time, select multiple dates, or set a repeat from the same date screen.

5. 05

   Enter the schedule details

   A title is required for a personal schedule. For a work schedule, choose a form first, then complete any required fields shown by that form.

6. 06

   Tap the checkmark to save

   Use the checkmark in the top-right corner or the center of the bottom bar. After saving, ILJI opens the new schedule. Going back returns you to that date on the calendar.

Optional details you can add

• A personal schedule can include a location, checklist items, and notes.
• A work schedule using Quick form can include a title, location, checklist items, and notes.
• A custom work form may include a name, phone number, email, address, amount, and additional fields.
• A work schedule in a team calendar can also have assignees.

Good first schedules to try

• A medical visit or workout: Choose Personal, then add a title, date, and reminder.
• A simple errand or work task: Choose Work with Quick form, then add a title, location, and checklist.
• A customer visit: Choose a work form and enter the customer details, address, and items to check on site.
• Work shared with a team: Choose the team calendar, review the shared form and assignee, then save.

What to review after saving

• Make sure the schedule was saved to the intended calendar and date.
• Review the all-day setting, start and end times, or repeat rule.
• For a team schedule, confirm the team calendar and assignee.
• If you need a reminder, check both the schedule reminder and your device notification permission.