Using the Calendar to View and Manage Bookings

What this is

The Calendar lets you see all your bookings across staff members and locations in an easy-to-read day or week view. Use it to spot gaps, manage schedules, and make quick changes to appointments.

Getting to the Calendar

1. From the sidebar, tap Calendar
2. You'll see your bookings displayed on a calendar grid by default

Switching between day and week views

1. Look for the view toggle at the top of the calendar (usually marked as "Day" or "Week")
2. Tap your preferred view:
   • Day view: See one day at a time in detail, with hourly time slots
   • Week view: See seven days side by side, useful for spotting patterns and availability

Filtering by staff member or location

1. Look for filter options at the top of the calendar
2. Tap the Staff filter to show bookings for specific team members only
3. Tap the Location filter to view appointments at a particular location
4. You can combine both filters—for example, show only Sarah's bookings at your Prahran location
5. Tap the filter again to clear it and see all bookings

Viewing booking details

1. Tap any booking on the calendar
2. A popup or side panel will show:
   • Customer name
   • Service booked
   • Time and duration
   • Staff member assigned
   • Any notes attached

Making changes to a booking

1. Tap the booking you want to edit
2. Look for an Edit option in the details panel
3. You can usually adjust:
   • The time (drag and drop, or enter a new time)
   • The staff member assigned
   • Customer details or notes
4. Save your changes

Tip: In week view, you can often drag bookings to a new time slot directly on the calendar.

Marking no-shows or cancellations

1. Tap the booking
2. Look for a Status option or similar
3. Select the appropriate status:
   • Completed: Customer attended
   • No-show: Customer didn't arrive
   • Cancelled: Appointment was cancelled
4. Save the change

Navigating between dates

1. Use the forward/back arrows at the top of the calendar to move between days or weeks
2. Tap the date indicator (usually showing today's date) to jump to a specific date
3. Tap "Today" to quickly return to the current date

Why use the Calendar

• Spot availability: Quickly see which staff members have gaps in their schedule
• Prevent double-bookings: View all appointments at a glance to avoid overbooking
• Manage customer expectations: Check how full your schedule is before confirming new bookings
• Quick edits: Make urgent changes to times or staff assignments without navigating away
• Multi-location management: Keep all locations organised in one view

Common scenarios

A customer needs to reschedule: Find their booking on the calendar, tap it, and drag it to a new time slot or edit the time manually.

A staff member calls in sick: Filter to show only that person's bookings, then reassign them to available team members.

You want to see your busiest days: Switch to week view and look across the full seven days to plan staffing needs.

The Calendar is your central hub for keeping bookings organised and your schedule running smoothly.