For the complete documentation index, see llms.txt. This page is also available as Markdown.
The Basics
A quick orientation to how ScheduLink is structured and how to move around it.
How data is connected
Everything in ScheduLink links back to an Account.
Accounts → Events → Tasks
Accounts are your clients (e.g., Lakewood High School)
Events are the jobs booked for that client (e.g., Fall Portraits 2025)
Tasks are the work items assigned to your staff
Tasks can be linked to a specific event, to an account directly, or assigned to an employee as standalone internal work.
Working with tables
Most pages — Accounts, Events, Tasks — display data in a table. There are two ways to control what you see:
Filtering
The filter bar runs along the left side of every main table.
Use filters to narrow the list down (e.g., "Today's Jobs," "My Tasks")
Save filter combinations you use often for quick access later
Save your custom filters to search them later.
Columns
Click the 3 dots at the top right hand of any table and select Set Columns to choose which fields are visible. Drag and drop column headers to reorder them.
Global search
The search bar at the top of the screen finds records across the whole system. Results are grouped into tabs:
Accounts
Events
Tasks
Contacts
Employees
Click the relevant tab to find what you're looking for.
Your profile
Click your avatar in the top-right corner and select My Profile.
Personal information
Update your photo, name, phone number, and email. Keep this current so managers and teammates see the right details on schedules and notes.
Security
Change your password here at any time.
Notifications
Control how often ScheduLink emails you. Adjust your email reminder frequency to fit your preference.
