Getting Started
DayBack is a highly customizable, scheduling platform that combines your calendars from multiple applications so you can utilize resource management, analytics, mapping and drive times, and customizable workflows into one interface. DayBack's flexible platform is designed for complex team needs and specialized industries.
Checkout DayBack's website to see an overview of what it can offer and check out DayBack's extension library to see what additional features can be added to your setup.
How To Reach Out For Help
Feel free to reach out to us at any time. We're happy to help with your DayBack setup, troubleshoot specific problems, or offer configuration recommendations.
Our support hours are Mon-Fri, 8AM-6PM PST | For any issues or needing advice, please contact us!
Run through this Getting Started list to help you learn the main concepts and features in DayBack!
Administrative Controls
- How to Manage Users and Add/Remove Licenses
- Where are Administrator Settings Located?
- Who is a DayBack Administrator?
- Specifications & Requirements for Using DayBack
- DayBack Software Update Notifications
- How to Find Your Subscription ID
- How To Cancel Your Account
Not what you're looking for? Check out our full documentation on Administrative Controls.
Creating Calendars & Calendar Settings
- DayBack Can Show Multiple Calendars in the Same View!
- Types of Views in DayBack
- Field Mapping - Links to Platform Specific Field Mapping
- Get Started with Field Mapping in Salesforce
- Contact & Project Field Mapping in Salesforce
- How to Filter Your Events
- How to Filter Down the Calendar with Text Filters
- How to Refresh the Calendar
- Helpful Shortcuts For Better Usability
- Translation & Language
- Default Settings to Change the Calendar's Tabs
- Date Formats in DayBack
- Time Formats in DayBack
- Edit Time Scale on the Calendar
- Switch DayBack into Dark Mode
- How to Create Read Only Calendars
- How Timezones Work in DayBack
- DayBack For Mobile Devices
Want to go further? Check out our full documentation on Creating Calendars & Calendar Settings.
Creating & Styling Events
- How to Create Events
- How to Filter Your Events
- How to Select Multiple Events at Once
- Adjust Event Duration
- How to Repeat Events
- How to Duplicate Events
- How to Include Rich Text and HTML into Your Events
- How to Display Custom Fields
- How to Set Read Only Events and Fields
- Set Colors and Statuses on Your Events
Want to go further? Check out our full documentation on Creating & Styling Events.
Resource Scheduling
- Overview of Resource Scheduling
- How to Load Your Resources and Resource Folders from Salesforce
- Setting Resource Attributes and Skills
- Filtering the Calendar by Resource
- Understanding DayBack’s Resource Views
Want to go further? Check out our full documentation on Resource Scheduling.
Bookmarks & Sharing
Want to go further? Check out our full documentation on Bookmarks & Sharing.
Customizing DayBack
- Use CSS to Customize DayBack
- Manipulate the Calendar with Custom App Actions
- Run Actions From Event Triggers with Event Actions
- Run Actions From Your Events with Button Actions
Want to go further? Check out our full documentation on Customizing DayBack.
Maps & Drive Times
- Overview - Maps, Routes, and Distances
- How To Enable Maps
- How To Create a Google Maps API Key
- How to Map Location and GeoCode Fields in DayBack
- Attribute Location for Resources
Want to go further? Check out our full documentation on Maps & Drive Times.