What Are Custom Menu Links?

Custom Menu Links enable agencies to personalize the Scalendo navigation menu for sub-accounts and agency users. They direct users to "external resources, training materials, or frequently accessed tools, improving workflow efficiency."

Three configuration options exist:

• Embedded Page (iFrame): Displays external content within Scalendo
• New Browser Tab: Opens links separately
• Current Browser Tab: Replaces the current screen

Key Benefits

• Streamlined navigation through centralized tool access
• Increased productivity via quick resource access
• Better training and support availability
• Seamless third-party integrations

Permission Requirements

"Only Agency Admins can create and manage Custom Menu Links." Permissions are adjusted via Settings > Team.

Creation Steps

1. Navigate to Settings > Custom Menu Links
2. Click Create New
3. Configure:
   • Link Icon
   • Link Title
   • URL (supporting dynamic parameters like {{user.first_name}} and {{location.id}})
4. Select opening method
5. Set Sidebar Preference and Role-Based Visibility

URL Dynamic Parameters