How to view and manage bookings on your calendar

What this is

Trimsy's calendar gives you a visual overview of every booking across your team and locations. You can spot gaps, reschedule appointments, and manage your schedule in one place.

How to access your calendar

1. Open Trimsy and look for Calendar in the sidebar.
2. Click on Calendar to load your schedule.

Viewing your bookings

Once you're in the calendar:

• Switch between views: Use the controls at the top to toggle between Day, Week, or Month view. Week view is often easiest for seeing who's busy and when.
• See all staff and locations: The calendar shows every team member and location you've set up. You'll see their names listed on the left (or in a staff panel), with their schedules displayed across your chosen time period.
• Check booking details: Click on any booking to see the customer name, service, time, and any notes attached to that appointment.

Manage bookings from the calendar

Reschedule an appointment

1. Find the booking you want to move.
2. Click and drag it to a new time slot (same staff member) or drop it onto another team member's column to reassign it.
3. Confirm the change when prompted.

View customer information

1. Click on a booking to open its details panel.
2. You'll see the customer's name, phone number, and any special requests or notes.
3. From here, you can usually contact the customer or edit the booking if needed.

Spot and fill gaps

• Look for empty time slots in your team's schedule.
• If a customer calls to book, you can immediately see who's available and suggest a time.
• This helps you maximise your daily revenue and keep your team busy.

Navigate between days and weeks

• Use the arrows at the top of the calendar to move forward or backward in time.
• Click on a specific date to jump straight to that day (if available in your current view).

Filter by staff or location

If you have multiple team members or sites:

• Look for filter options near the top of the calendar (these might be a list, dropdown, or toggles).
• Deselect staff or locations you don't want to see, so you can focus on a smaller group.
• Re-enable them when you're ready to see the full picture again.

Tips for staying organised

• Check the calendar first thing each morning to see what your day looks like.
• Use the calendar before confirming a new booking so you know exactly what slots are free.
• Colour coding: Bookings may be colour-coded by service type or staff member—this makes it quick to scan who's doing what.
• Mobile friendly: You can usually access your calendar on your phone too, so you can check availability even when you're away from the desk.

What's next?

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

• Set up automated reminders to send to customers before their bookings.
• Link your calendar to your booking page so customers can only book available times.
• Use job features to assign follow-up tasks after appointments are complete.