Master Schedule/ Calendar Views | CloseWise Notary Support

Master Schedule/ Calendar Views

Master Schedule Page Tutorial: Organize Your Time and calendar

The master schedule is where you can go to see all your order in different views as well as download your schedule for a pdf printable copy to take with you on the road if needed. 

To navigate to the master schedule, go to the top of the left side bar on your screen. 

From here you can filter by month, day, or week. You can also filter by client and order status. 

By clicking the download button, you can download a copy of the schedule based on these filters to take with you or review.  

When clicking on any of the displayed orders, you can go directly into the orders details, and view more information. 

You can now sync your google calendar to closewise to see all of your schedule inside of your closewise account! Just click google sync at the top of the master schedule page to get started. 

Did this answer your question?
😞
😐
😁