Bookings

How to view and manage bookings on your calendar

Use Trimsy's calendar to see all your bookings across staff and locations in day or week view.

What this is

Trimsy's calendar gives you a complete overview of all your bookings across your business—whether you're managing multiple staff members, locations, or both. You can switch between day and week views to find the scheduling angle that works best for you.

When to use it

  • Check staff availability before confirming a new booking
  • See how busy a particular day or location is
  • Manage multiple team members' schedules in one place
  • Spot scheduling conflicts or gaps
  • Quickly view and update existing bookings

How to access the calendar

  1. Go to Sidebar ▸ Calendar
  2. You'll see your bookings displayed in calendar format

Switching between day and week view

  1. Look for the view toggle options at the top of the calendar
  2. Select Day to see one day in detail with hourly time slots
  3. Select Week to see seven days at once with a broader overview
  4. Use the arrow buttons to navigate between dates

Filtering by staff or location

  1. Look for filter options (usually dropdowns or tabs) near the top of the calendar
  2. Select the staff member whose schedule you want to view, or choose a specific location
  3. The calendar will update to show only bookings for that staff member or location
  4. To see everyone, select "All staff" or "All locations"

Viewing booking details

  1. Click on any booking block in the calendar
  2. A pop-up or details panel will appear showing:
    • Customer name
    • Service booked
    • Start and end time
    • Assigned staff member (if applicable)
    • Any notes or special requests
  3. Close the panel by clicking outside it or pressing the close button

Making quick changes to a booking

  1. Click on the booking you want to edit
  2. If you need to reschedule, look for an edit or reschedule option
  3. Drag and drop the booking to a new time slot (if your view supports this), or use the edit panel to select a new date and time
  4. Confirm your changes—the calendar will update immediately

Spotting conflicts and gaps

  • Conflicts: If two bookings overlap for the same staff member, they'll typically be highlighted or stacked visually so you can see there's a problem
  • Gaps: Week view is particularly useful for spotting quiet periods where you might want to promote availability or catch up on other work

Tips

  • Use day view when you need to see detailed time slots and make precise edits
  • Use week view to get a bird's-eye view of your whole week and spot patterns
  • If you manage multiple locations, filter by location to ensure you're not double-booking resources
  • Regularly check your calendar to stay on top of cancellations or last-minute changes

What's next

Once you're comfortable with the calendar, explore how to:

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