Getting Started

Hello,

DayBack helps you make better decisions by showing your resources and events in context, specifically within the context of your other projects and your Google Calendars. Once you know that you're making plans and promises you can keep, you can start blocking off time for your most important work.

We're looking forward to your feedback. And thanks for checking out DayBack!

John Sindelar  CEO

Getting Started in Salesforce

1. No setup is required to see Events or Service Appointments

After you install DayBack, it will show you the Events, Tasks, and Campaigns in your org, and will create a folder of your users as resources. If you're using Salesforce Scheduler instead, DayBack will show your Service Appointments.

That's it; you're ready to start using it.

2. Add a tab for DayBack

You may want to add DayBack to your tabs for easier access.

3. Save and restore drafts of your changes

The key to customizing DayBack is to save and restore snapshots of your configuration so you can experiment freely. And draft settings mode will let you isolate your experiments from other users until you're ready to publish them.

4. Customize your setup for your unique workflow

To see more objects in DayBack or customize it to better suit your workflow, these articles will help you get started:

Getting Started for FileMaker

The new DayBack for FileMaker 19 makes it very easy to add DayBack to your own FileMaker files and see your FileMaker records in the calendar alongside your Google, Office 365, and Basecamp sources. The same integration and layout works in FileMaker Client and in WebDirect.

You'll find an introduction to DayBack and step-by-step instructions here: Integrating DayBack for FileMaker.

Getting Started with Google Calendar or MS365

As soon as you give DayBack permission to see your Google Calendars, DayBack will show each of your calendars in the left-hand sidebar and you're ready to go. DayBack adds a resource and status field to your Google Calendars so you can start categorizing events and making sense of your busiest calendars.

• Add Resources
  • Schedule your people, rooms, trucks, or other assets that are often over-scheduled
• Add Status filters
  • Color-code your events
• Add Custom fields
  • Add fields to Google Calendar for filtering or reporting

Going further, you may want to add your own buttons to the calendar, change its appearance, and publish schedules to individuals that aren't DayBack users.

While Google lets you share whole calendars, DayBack's sharing lets you share just a portion of a calendar and then set that share to expire. More here: sharing.

Getting Started with FileMaker Server CWP

Here is the integration you'd use for versions prior to FileMaker 19 if you wanted to use DayBack in WebDirect. For the new DayBack for FileMaker 19, check out this article.

For those still using CWP, here are some useful articles:

• Linking and integration the calendar into your file
• Adding your own fields to the calendar
• Calling your own FileMaker scripts using Custom Actions
• Changing the skin or appearance of the calendar to look like your file
• Changing text and button labels using DayBack's Translation features