View and manage bookings on your calendar

What this is

Trimsy's calendar lets you see all your bookings in one place, organised by day or week. You can view bookings across different staff members and locations, reschedule appointments, and check availability without juggling multiple spreadsheets.

How to access your calendar

1. Open Trimsy and click Calendar in the sidebar.
2. You'll see your calendar view load with today's date displayed.

Switching between day and week view

The calendar offers two main views to suit your workflow:

• Day view: Shows all bookings for a single day, broken down by staff member or location. Use this when you need to focus on one day's schedule.
• Week view: Displays the full week with all bookings visible across multiple days. Use this for a broader overview of the week ahead.

Toggle between views using the buttons or options at the top of the calendar. The view you choose will persist when you log back in.

Navigate between dates

1. Use the previous and next arrows to move between days or weeks.
2. Click on a specific date in the date picker (usually at the top or side of the calendar) to jump to any date.
3. Click Today to quickly return to the current date.

View bookings by staff or location

If your business has multiple staff members or locations:

1. Look for a filter or selector showing staff names or locations.
2. Click on a staff member's name or location to show only their bookings.
3. Select multiple names to compare schedules across team members.
4. Click All or deselect filters to view the complete picture again.

Reschedule a booking

1. Click on the booking you want to move (it will appear as a block or entry on the calendar).
2. A booking details panel or popup will appear.
3. Select the option to reschedule or edit the booking.
4. Choose a new date and time from the calendar.
5. Confirm the change. Trimsy will update the customer's record and, if enabled, send them a notification about the new time.

Check staff availability

1. Look at the gaps in each staff member's column or row.
2. White or empty space indicates available time slots.
3. Coloured blocks or entries represent bookings.
4. If a staff member is fully booked, their availability for that day will be visually clear.

Spot double bookings

If two bookings overlap or a staff member is accidentally scheduled for two jobs at once, Trimsy will typically highlight this visually (e.g. with a warning colour or marker). Review these immediately and reschedule one of the conflicting bookings.

Tips for calendar management

• Check your calendar daily: A quick review each morning helps you stay on top of the day's schedule.
• Use the week view for planning: Review the week view on Monday to anticipate busy periods and staff workload.
• Reschedule early: If a customer needs to move their appointment, do it as soon as possible to avoid conflicts.
• Sync with staff: If your team uses the Trimsy app, they'll see updates to the calendar in real time.

Still need help?

If a booking isn't appearing on your calendar, check that the relevant staff member or location is selected in your filters. If you notice persistent issues, contact Trimsy support.