Bookmarks & Sharing

Overview

There are two types of bookmarks in DayBack: Private Bookmarks (aka Bookmarks) and Public Bookmarks (aka Shares).

Private Bookmarks

Bookmarks allow you to save calendar filters and views, including analytics, to quickly check in on the various stories you’re following. Bookmarks can be personal or shared within your DayBack group (your company).

Public Bookmarks (Shares)

Making a bookmark public allows you to share your schedule with people who don't have access to your DayBack. A public bookmark creates a URL that reflects exactly what you see on screen in DayBack, respecting all your filters.

Any changes you make to events in DayBack will automatically sync to the shared URL, keeping your publicly shared schedule up to date.

Creating Bookmarks

To create a bookmark, click "Bookmark/Share" in the upper right of DayBack Calendar, then click "Bookmark or Share This View."

"Share with"

• By default, bookmarks are private and only visible to you, so others in your DayBack group won't be able to see them.
• Select "My DayBack Group" to share the bookmark within your group. Group Bookmarks will appear in the Bookmark/Share menu for everyone in your group.
• Select "Public" to create a public URL that can be shared with those outside your DayBack group. Public URLs are also  available to everyone in your DayBack Group.
  • For example, you may want to send a contractor their production schedule even though they don't have a license to your Salesforce org.

"Switch to this date..."

• You’ll usually want this set to OFF so the bookmark keeps your current date while applying your saved view and filter settings. This lets you quickly return to a favorite setup without changing the date you’re currently viewing.
  • For example, if your bookmark is called “Projects Due,” it will show projects due today, this week, or on whatever date you’re already looking at.
• If you’re bookmarking a specific event or project, you may want to set this to ON so the bookmark jumps to that exact date.
  • For example, if your projects start in June 2025, clicking the bookmark will always take you to June 2025, no matter which date you’re currently viewing.

Favorites ⭐️

• Mark your favorite bookmarks with a star to keep them at the top of your bookmark list. Favorites are personal and do not apply to everyone in your group.

URLs

• Navigate directly to a bookmark by entering the URL in your browser or send it as a link. When a bookmark is created or edited, you'll see the URL in the bookmark details and an option to copy that URL to the clipboard.
• Public bookmark URLs will open for anyone in a unique public view, while group or personal bookmarks will open in your DayBack account as if you clicked "Visit" in the bookmarks menu.

Here's an example of a non-public bookmark URL, where  1593203345200U3927404528    is the bookmark ID. This ID can be used with custom app actions, or custom bookmark launchers to control DayBack's behavior:

https://app.dayback.com/#/?bookmarkID=1593203345200U3927404528       

Sharing Your Schedule: More On Creating Shares

When creating a bookmark, select "Public" as the "Share with" setting and you'll see additional options:

Click "Create Share" to generate a shareable URL. You can copy and email this URL to anyone who needs to see this schedule.

Click "Visit" to preview exactly what your recipients will receive.

Tips for Sharing

When you select "Share this view," the share captures exactly what is in view. However, you can extend the view using the "Extend view" option to include events further into the future than the existing share.

Recipients will open the share to the same view you shared. For example, if you share from the month view, recipients will see the month view first. They can navigate to other views if they need to see hourly schedules or focus on individual days.

Shares respect your filters, allowing you to share just a portion of your calendar. Events that are filtered out will not be included in the share. Recipients will see your list of filters (statues and resources), and will be able to filter your share further than you have if they wish. For example:

• If you share a schedule with the resource filter set to "Dr. Thomas," the recipient can still filter by status to see just their "confirmed" appointments.
• If you share a schedule with both the resource filter set to "Dr. Thomas" and the status filter set to "confirmed," the recipient can turn off the "confirmed" filter, but no additional events will be revealed since only confirmed events were shared.

From the Share menu in DayBack, click "Manage Shares" to see all the views your organization has shared. Deleting a share here will prevent recipients from accessing it again. The share will behave as if it's expired, and users will see a note saying the share can't be found.

Behind the scenes, DayBack will delete expired shares thirty days after their expiration date.

You can also create private bookmarks that load DayBack's maps. However, maps are not available in public shares. If you need to share a map more widely, you can do so using DayBack's Salesforce Connect.

DayBack can automatically sync changes to events that were already included in a public share. However, it can’t automatically add new events created after the share was made  (see "How it Works" section below). If you create new events that match the share’s filters and want them included, you’ll need to manually update the share from the Shares menu. See Updating a Shared Bookmark for more details.

You can add custom button actions to public shares. These can allow you to create custom behaviors, such as giving recipients specific features to jump to other pages or complete simple forms. For ideas and videos, see adding button actions to shares.

Keeping Shares in Sync

DayBack is designed to be the primary place to manage your schedule. It lets you view all your calendars together, compare resources side by side, and work across longer time ranges so deadlines don’t sneak up on you.

Once you create a share, any changes made to the shared events within DayBack will automatically stay in sync. However, this applies only to changes made through DayBack’s interface, since DayBack needs to track which events are being updated in order to synchronize your publicly shared data.

Changes made outside of DayBack, such as in other Salesforce pages or in Basecamp, won’t be synced until the event is edited again in DayBack or you manually update the share.

This saves your current view and filters to the share and re-syncs all events in view, refreshing the share with any changes made outside the DayBack interface. For more details, see Updating a Shared Bookmark.

To confirm that changes have been synced, you can open the share at any time from Share / Manage Shares to see it exactly as the recipient would.

Under The Hood: How Public Bookmarks (Shares) Work

When you create a public share, DayBack sends each visible event to its servers—similar to exporting your events. At the same time, it records the current view, date range, and filters you have applied. This export process applies only to public bookmarks (shares), not to personal bookmarks or bookmarks shared within your DayBack group.

When someone opens a shared URL, DayBack loads the events from the version stored on our servers rather than from your original data source (such as Google, FileMaker, or Salesforce). Share recipients never have access to your original data source or to any events that were not visible at the time the share was created.

Only the information visible in the shared view and in the event popover (what you see when you click an event) is included in the share. Other event details, or data from related records, are not exported.

As you edit events in DayBack, the calendar checks whether the event is part of a share. If it is, the updated event is re-exported to the server, keeping the share in sync. However, shared views do not automatically refresh. Anyone viewing a share while you make changes will need to refresh their browser to see the updates.

Opening A Bookmark By Default

You can specify a bookmark in an app action to control what users see when DayBack first opens. This allows you to set a company-wide default bookmark or assign specific bookmarks for different workflows.

Embedding Public Shares in a Web Page

You can embed any public share you have created in your web pages using an iframe   . The embed code is available under the Public URL sub-menu once you have created your share:

Frequently Asked Questions

Can recipients edit shared events? 

No. Recipients of a share URL cannot edit those events.

Do recipients need to have accounts in my Salesforce org?

No, recipients do not need any information from your Salesforce org, and DayBack does not access Salesforce when someone opens a share.

If an event is linked to a contact, is that contact information shared? 

The share includes only the information visible in DayBack. If a contact is linked to an event, the recipient can see the contact's name when they click on the event, but no other details about the contact will be shared unless included in the event's display.

Can I password-protect a share? 

No, anyone with the share URL can open it. If you share something by mistake, you can delete the share from Share / Manage Shares. Share URLs are not guessable and contain random elements, so others are unlikely to find your shares without the URL.

If you need to share schedules with technicians or contractors who require appointment details but aren't Salesforce users, consider using our Salesforce Connect solution. This solution provides password-restricted, real-time access to your Salesforce event data without needing to purchase an additional Salesforce license for each external contractor.

Who can create a share? 

By default, only DayBack administrators can create shares. However, administrators can enable sharing for everyone or turn off sharing completely.

Can I remove the share menu for all users? 

Yes, in Administrator Settings, go to the "Views" section and enter "Share" beside "Hide menu items" to remove the share menu.

Can I prevent my users from creating public bookmarks and just have them be able to create private bookmarks for themselves?

Yes, we can use CSS to hide the public bookmark/share options so that your users are only able to create private bookmarks for themselves. Here's our blog post that guides you on how to accomplish this.

What timezone are shares shown in?

Shares usually display in the recipient's timezone. For example, if you share an event at 2 pm PST, a recipient in New York will see it as a 5 pm EST event. That's normally the way you want things to work for meetings, phone calls, and appointments.

Sometimes you may wish to share to show in a certain timezone. For example, say you're sharing a conference schedule for a conference in California, and you want all events to show in local California time. You can lock a share to a specific timezone by using the "show in timezone" switch when creating the share. This setting cannot be changed after the share is created, but recipients can manually choose a different timezone if needed using DayBack's timezone selector in the sidebar.

Can I style shared views differently from how they appear in my DayBack?

Yes, by default, shares will inherit any CSS modifications made to DayBack. You can also apply styles that affect only shared pages by using the class .share-only       

Can I filter a share?

Yes. Filters work in public shares much like they do in DayBack, with a few important differences:

• If no filters are selected when the bookmark is created, all resources and statuses will be visible in the share.
• If specific filters are selected, only those filters will appear in the share’s left-hand sidebar.

There is one key difference when using the text filter by calendar name. In your regular DayBack view, individual calendar names appear in the Calendar tab of the left-hand sidebar. In a shared view, however, all events are grouped under the name of the share, and the original calendar names are not exposed.

Because of this, you can’t filter a public share by calendar name. Instead, filter by a field value within the event itself. In some cases, you may want to create a custom field specifically for this purpose.

DayBack Extensions Related to Bookmarks

We offer many useful extensions in our DayBack Extensions Library. Here are the most popular extensions that work with Bookmarks.