How to view and manage bookings on your calendar

What this is

Trimsy's calendar shows all your bookings in a visual day or week view. You can see which staff members are booked out, manage appointments, and stay on top of your schedule across all locations.

When to use it

Use the calendar to:

• Check staff availability before confirming new bookings
• View your entire week's appointments at a glance
• Manage multiple locations and staff members simultaneously
• Update or reschedule existing bookings
• Spot gaps in your schedule

How to access your calendar

1. From your Trimsy dashboard, select Calendar in the sidebar
2. You'll now see your bookings in calendar format

Switching between day and week views

The calendar defaults to a view that suits your screen size. Look for view toggle options (usually near the top of the calendar) to switch between:

• Day view – see one day's bookings in detail
• Week view – see the full week at once

Choose day view when you need to focus on a specific date, or week view to plan your entire week's workload.

Filtering by staff or location

If you have multiple staff members or locations:

1. Look for filter options above or beside the calendar
2. Select the staff member or location you want to view
3. The calendar will update to show only that person's or location's bookings

You can usually filter by multiple staff at once to compare availability.

Viewing booking details

1. Click on any booking in the calendar
2. A booking card or popup will appear showing:
   • Customer name
   • Service booked
   • Time and duration
   • Staff member assigned
   • Any notes

Making quick changes to bookings

Rescheduling a booking:

1. Click on the booking you want to move
2. Look for a reschedule or edit option
3. Select the new date and time
4. Confirm the change

Alternatively, you may be able to drag and drop bookings to new time slots directly on the calendar (if your view supports this).

Cancelling a booking:

1. Click on the booking
2. Select the cancel or delete option
3. Confirm the cancellation

Navigating between dates

Use the navigation arrows (usually at the top) to move between days or weeks. You can also click on a specific date to jump to that day.

Tips for managing your calendar

• Check regularly – Review your calendar at the start of each day to confirm staff assignments and spot any issues
• Spot availability – Use gaps in the calendar to identify when you can fit in walk-ins or new bookings
• Plan ahead – View several weeks ahead to balance workload across your team
• Colour coding – Different services or staff may appear in different colours to make scanning easier

Next steps

Once you're comfortable with the calendar view, you can:

• Create new bookings directly from the calendar
• Manage customer information from booking details
• Check staff availability before confirming new jobs

For help with specific booking issues, see our guides on creating bookings or managing customer cancellations.