How to view and manage bookings on your calendar

What this is

The calendar view lets you see all your bookings at a glance across your team and locations. You can switch between day and week views to manage schedules, spot gaps, and handle last-minute changes.

How to access the calendar

1. From your Trimsy dashboard, click Calendar in the sidebar.
2. You'll land on today's date in the default view (usually week view).

Switch between day and week views

1. Look for the view toggle buttons near the top of the calendar (typically labelled "Day" and "Week").
2. Click Day to see one day broken into hourly blocks—useful for detailed scheduling or troubleshooting.
3. Click Week to see seven days at once—ideal for spotting busy periods and gaps across your team.

Filter by staff member or location

1. Look for filter options above or to the side of the calendar.
2. Select specific staff members to see only their bookings, or filter by location if you run multiple sites.
3. Deselect filters to return to the full view.

Navigate to other dates

1. Use the left and right arrow buttons to move backwards or forwards through dates.
2. Click on today's date (usually shown as a button or link) to jump back to today.
3. Click directly on a date in the mini calendar (if visible) to jump to a specific day.

Manage a booking from the calendar

1. Click on any booking displayed on the calendar.
2. A booking details panel or popup will appear showing the customer, service, time, and staff member.
3. From here you can:
   • Edit the booking (change time, staff, or notes)
   • Reschedule to move it to another time or day
   • Cancel if needed
   • View customer details for contact information
4. Make your changes and save.

Create a new booking from the calendar

1. Click on an empty time slot on the calendar (or use a "New booking" button if visible).
2. Select the customer and service.
3. Choose the staff member and confirm the time.
4. Save the booking—it will immediately appear on the calendar.

Spot scheduling conflicts

1. If a staff member has overlapping bookings, they'll usually display with a visual warning (overlapping blocks or a different colour).
2. Click on the conflicting bookings to resolve the overlap by rescheduling one booking to a free slot.

Tips for efficient scheduling

• Use day view when you need to fit multiple short bookings into tight windows.
• Use week view to balance workload across your team and identify understaffed periods.
• Colour coding often shows different staff members or services—check your legend at the top or side of the calendar.
• Scroll horizontally in week view if you have many staff members; you may need to pan to see everyone.
• Check notes attached to bookings for special requests or customer information.

If you need to make bulk changes to multiple bookings, consider using Trimsy's Jobs feature to assign and track ongoing work.