Master Calendar User Guide

The Master Calendar is your 10,000-ft. view over what is going on with your properties. Reviewing the Master Calendar is part of your Recommended Daily Procedures.

Master Calendar Format

The properties are listed down the left and organized by region. The regions are color-coded.
The calendar dates are listed across the top.
The bookings for each property will be imported into Operto Teams, and are displayed on the calendar as colored bars representing the properties' region.
Underneath the bookings are the Tasks scheduled for the property. The Tasks are auto-scheduled based on your Task Rules. Task Rules can be based on Check-in, Check-Out, Mid-stay, mid vacancy and on a set schedule. You can also enter rules for upsell items like Gift Baskets or Pool Heat. Everything you see on this calendar has been auto-generated, with absolutely no data entry.

Note: The Master Calendar is the only place where you can view the bookings and tasks at the same time. It is very important to review this area for accuracy daily.

Master Calendar Features

From the Master Calendar issues are visible and manageable.

Maintenance, damage, and lost and found flags, etc. are accessed by clicking on the hotlink to those issues.
Current occupant status, as well as the most recent tasks completed, can be easily reviewed.
Bookings and tasks are clickable for ease of editing.

Tip: Master Calendar Note - From the Actions button use this note option to record information that needs to be lightly tracked such as carpet cleaning or window washing from a separate contractor.

Calendar Filters

Filters control what is temporarily displayed on the calendar.

Sticky Filters sort the bookings and task data and "sticks" the filter across multiple calendars. See articles on Property Tags, Departments, Property Statuses, Regions and Region Groups for more information.

Note: Once you check a sticky filter box you must click the Set button or the Enter Key to activate the sticky filter. If something is missing from the Calendar click Clear to ensure a filter is not activated.

Help Key

The Help Key is located in the upper left-hand corner of the filter box.

Click Help Key and the key to colors and icons will appear.

Note: LiveRez iCal imports do not show canceled bookings. This is due to the nature in which past bookings are dropped in the feed and all past bookings would show as canceled.

Office View

The Office View feature is located in the Help Key. This is a link to a non-editable scheduling calendar. You can use this link to set up a tablet screen in your laundry room or anywhere else your staff needs to view the task calendar in this way.