Scheduling - Do you have a consistent naming convention for your bookings?

Updated by Tiago Araújo [SSW] 2 months ago. See history

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When you look at the Service Calendar, you want to be able to see, at a glance, who is working on what.

To do this, the subject field of appointments should be as follows:

Client [Project] - Name[s]

The project name (in parentheses) is optional and only used if there is more than one project happening simultaneously.

You can have 1 or many names, depending on the booking.

Go to ACME Corp
Work onsite for ACME Corp
Mehmet working at ACME Corp

❌ Figure: Bad example - All inconsistent and hard to read

ACME Corp - Mehmet
ACME Corp - Mehmet, Dan
ACME Corp (SharePoint) - Dan

✅ Figure: Figure: Good example - Consistent details