An Overview of the Diary within Loop

Navigating and Using the Loop Software Diary

Overview

Welcome to the Loop Software Diary guide. This article provides a quick overview of how to navigate and use the diary effectively.

Accessing the Diary

1. On the left-hand side of your navigation panel, select Diary to open the diary screen.
2. The diary provides multiple customization options, allowing you to set it up according to your preferences.

Diary Features

Left-Hand Panel

• View Offices and Staff Members.
• Toggle visibility options for diary elements.

Top Navigation

• Use quick lists for easy access.
• Navigate through days using left and right arrows.
• Click the Today button to return to the current date.
• Use the calendar icon to jump ahead by weeks.

Viewing Options (Right-Hand Side)

• Team View: View all team members' schedules.
• Daily View: See one day's schedule.
• Weekly View: View the week's schedule.
• Monthly View: Get an overview of the month's appointments.
• Schedule View: Displays all upcoming appointments in list format.

Managing Appointments

• Team View is recommended for tracking multiple schedules.
• Select other staff members to view their appointments.
• Print the diary by choosing specific days, staff members, and appointments. A PDF will be generated for printing.

Booking and Modifying Entries

• Click on a time slot to book an appointment, task, or meeting.
• Drag and drop appointments to adjust durations.
• Hover over viewings to see a popup with key details.
• Move viewings by clicking and dragging to a different time or staff member’s diary.
• Upon time changes, send automated email notifications to buyers and sellers.

Support

For any additional queries, contact the Loop Software Support Team at support@loop.software.

Thank you for using Loop Software!