Analytics Now on All Scheduling Views in DayBack Calendar

Analytics (charting) is now available on all scheduling views in DayBack for FileMaker. Here are some screenshots of the same data, first in the multi-day scheduling view and then in horizon view.

Calendar analytics in multi-day scheduling for FileMaker
Three trucks over 10 days: when the chart crosses the orange threshold, that truck is overbooked.
Here’s the same data in Horizon view.

Both views have their advantages: horizon view is easier to read, but the scheduling view is great if you need to see what times are open. So now you can use analytics on both views.

In this example, we set the dotted orange threshold at three-installations-per-day and can now quickly see which days are exceeding our capacity. (If this field service use case applies to your work, we have a video going over the example in more detail.)

Learn more:

Overview: how analytics drive better decisions

How we use analytics at SeedCode

Download an unlocked 30-day trial of DayBack and add it to your file.

Add this to your copy

This is a free in-app update to DayBack, so existing users can add it to their file without disrupting customizations they’ve already made. If you’re new to DayBack Calendar or in-app updates, here’s how they work and how they let you take advantage of new version of DayBack while you continue to customize it: in-app updates.

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New Week Views in DayBack for FileMaker

You can now expand DayBack’s week views to show two or three weeks at a time. We’ve been using this internally in beta mode for a few weeks, and it’s very helpful to see what’s coming up next week while navigating this week’s work. Find tips on how to work with these new views on the DayBack blog.

To-Do Lists in FileMaker – New in DayBack Calendar

Now create and manage FileMaker to-do lists directly from the Unscheduled Items sidebar in DayBack Calendar. Our latest extension brings to-do behavior to any FileMaker table. Like unscheduled items, this behavior is based on a new checkbox field in your table, so some or all of your records in the table can be treated as to-dos. Mark your to-do’s done as you complete them, or drag them into the calendar to schedule time to work on them. See it in action here: Customize Your To-Do Lists This extension was designed to be pretty a scaffold onto which you could build your own, more specific to-do behaviors by customizing the action itself or the FileMaker scripts tha manipulate events. Here are some ideas to get you started. Add To-Do Lists to Your FileMaker Calendar If you haven’t already enabled the unscheduled sidebar along DayBack’s right edge, you can learn how to turn that on here: unscheduled items in DayBack. Then, download the custom action and learn how to configure it here: To-Do Lists in DayBack Calendar.

Improved Resource Selection

We’ve made some big changes to how you filter and assign resources when editing events in DayBack. These changes will make it much easier to work with large numbers of resources, especially for folks assigning multiple resources to the same event. Watch a video of the new behaviors and learn more here: Adding Multiple Resources to an Item. If you haven’t looked at your resource field mapping in a while, here is how you set that up: Mapping the Resource Field in FileMaker. Please get in touch if you have any questions about this; we’re here to help.

Suggesting Appointment Slots

Show Available Slots that Match Multiple Criteria Schedulers often look for gaps in their schedules to find the open resources for each opportunity. But sometimes, gaps don’t tell the whole story. You may have invisible criteria like skill-matching, cleaning requirements, or multiple resources to schedule at once. Or you may be on the phone with an opportunity and must suggest available times as quickly as possible. In these cases, DayBack can suggest the best slots that match all of your requirements. Scheduling Criteria Are Often Invisible In the movie above, schedulers can see openings for the two technicians, but they can’t easily see if the required rooms and equipment are free at the same time. While DayBack can show different types of resources simultaneously, as the number of criteria increases, it can be hard for schedulers to see everything at once and still make good decisions. Our customers often have rules that constrain when an otherwise open slot can be scheduled. Here are some of the invisible criteria we’ve built out for customers: Because DayBack is highly scriptable, it can scrub open slots against a variety of criteria to render just the slots that fit all your requirements. When multiple slots match, DayBack can even rank them so you can present the most ideal slots to your clients first. You Have to *See* Slots in Context to Make the Best Decisions Many scheduling apps present possible appointments as a list of dates and times. Without showing more information about each slot, schedulers can book days too tightly, always suggest the same providers first, or create huge gaps in some provider’s schedules. Ranking slots can help, but we’ve found that highlighting ideal slots alongside existing appointments gives schedulers the information they need to make the best decisions. We’ve seen schedulers quickly offer to split appointments or to slightly change services when they see available slots in the context of other appointments, trainings, vacations, and breaks. Getting Started We customize the recommendation of slots for each deployment as part of DayBack’s implementation packages. Please get in touch if you think DayBack could make a big impact on your team.

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