How to view and manage bookings on your calendar

What this is

Your calendar is the central place to view, manage, and organise all bookings across your business. You can see bookings by day or week, filter by staff member or location, and make quick changes without leaving the calendar view.

How to access your calendar

1. Open Trimsy and look at the sidebar on the left
2. Click Calendar
3. You'll see your bookings displayed in a calendar layout

Switching between day and week view

Depending on what you're trying to do, you can change how your calendar displays:

1. At the top of the calendar, look for the view options (usually near the date or navigation controls)
2. Select Day to focus on a single day's bookings
3. Select Week to see a broader view of bookings across seven days
4. Use the left and right arrows to move between dates or weeks

Filtering by staff or location

If you have multiple team members or locations, you can narrow down what you see:

1. Look for filter options above or beside the calendar view
2. Select the staff member's name to show only their bookings
3. Select a location to display bookings at that site only
4. You can usually combine filters (for example, see one staff member at one location)
5. To clear filters and see everything again, click the reset or "clear filters" option

Viewing booking details

To see more information about a specific booking:

1. Click on any booking shown on the calendar
2. A popup or panel will appear with details like the customer name, service, time, and any notes
3. From here, you may be able to see contact details or edit the booking

Making quick changes

The calendar makes it easy to reschedule or adjust bookings:

1. Click on a booking to open its details
2. If you need to move it to a different time, you may be able to drag the booking to a new slot (check if your version supports this)
3. Or, open the booking details and look for an Edit or Reschedule option
4. Update the time or date as needed and save

Common tasks

Spotting busy and quiet times: Week view is best for this. You'll quickly see which days and staff members are fully booked and which have gaps.

Managing same-day changes: Day view is ideal when you need to handle cancellations or move bookings around on the day itself.

Covering absences: If a staff member is unavailable, use the filters to see only their bookings, then reassign them to another team member.

Tips

• Check your calendar daily to stay on top of cancellations and last-minute bookings
• Use week view on Fridays to plan for the week ahead
• If you're colour-coded by staff or service type, use these visual cues to spot patterns quickly
• Combine calendar filtering with your customer list to follow up on no-shows

Your calendar is live, so any new bookings made through Trimsy or your online booking page will appear automatically.