How to view and manage bookings on your calendar

What this is

Trimsy's calendar gives you a visual overview of all your bookings across your team and locations. You can view bookings by day or week, spot gaps, reschedule appointments, and manage your schedule at a glance.

How to access your calendar

1. From your Trimsy dashboard, select Calendar in the sidebar.
2. You'll see the current week displayed by default.

Switching between day and week view

Your calendar defaults to week view, which shows seven days side-by-side. This is useful for spotting patterns and gaps.

To change views:

• Look for the view toggle options at the top of your calendar.
• Select Day to focus on a single date, or Week to see multiple days at once.
• Day view is helpful when you need to see more detail on a busy day or manage back-to-back bookings.

Filtering by staff and location

If you have multiple staff members or locations, use the filters to narrow what you're viewing:

1. Look for filter options (usually near the top of the calendar).
2. Select which staff members or locations you want to display.
3. Deselect to hide specific people or venues from the view.
4. This helps you focus on one person's schedule or check availability at a particular location.

Viewing booking details

When you click on a booking in the calendar:

1. A booking card or popup will appear.
2. You'll see customer name, service, time, and duration.
3. If there are notes attached, they'll display here.
4. Use this view to quickly confirm details without opening the full booking record.

Rescheduling a booking

If a customer needs to move their appointment:

1. Click on the booking in the calendar.
2. Select the reschedule or edit option.
3. Drag the booking to a new time slot, or use a date/time picker to set a new date and time.
4. Confirm the change. The calendar will update immediately, and your customer will receive a notification (if notifications are enabled).

Adding a new booking directly

You can create bookings straight from the calendar:

1. Click on an empty time slot in the calendar.
2. Enter the customer details, service type, and duration.
3. Assign the booking to the appropriate staff member.
4. Save the booking—it will appear on the calendar right away.

Colour coding and visual cues

Bookings often appear in different colours to help you spot patterns:

• Different services may have different colours.
• Confirmed bookings and pending bookings may be visually distinct.
• Check your calendar's legend or settings to understand the colour scheme in your workspace.

Navigating between dates

Use the date navigation arrows or date picker at the top of the calendar to jump between weeks or days. You can also select a specific date directly if your calendar includes a date picker.

Troubleshooting

Can't see all your staff or locations? Check the filters at the top—some may be hidden. Make sure the people or venues you're looking for are toggled on.

Booking doesn't appear? Confirm it's assigned to the selected staff member or location. If it's in the past, you may need to adjust your date range.

Need to see more detail? Switch to day view or click on a booking to open its full record.

Tips

• Check your calendar regularly to spot last-minute cancellations or gaps you could fill with promotions.
• Use the week view to plan staff rosters and manage workload balance.
• Set up notifications so your team knows when bookings are added or rescheduled.