View and manage bookings on your calendar

What this is

The calendar view lets you see all your bookings at a glance—organised by day, week, staff member, or location. You can reschedule appointments, check availability, and manage your schedule without jumping between different screens.

When to use it

• You need a visual overview of your team's workload
• A customer wants to reschedule their appointment
• You're checking who's available before confirming a new booking
• You want to spot gaps in your schedule or overbooking

How to access your calendar

1. Open Trimsy and go to Sidebar ▸ Calendar
2. You'll see your bookings displayed in calendar view

Understanding the calendar view

By default, you'll see:

• Current week displayed in day or week layout
• Bookings shown as blocks or entries, colour-coded or labelled by service type
• Staff members and locations listed down the left side (depending on your view setting)
• Time slots running vertically or horizontally

Switch between day, week, or other views

1. Look for view toggle buttons near the top of the calendar (usually labelled Day, Week, or similar)
2. Click your preferred view
3. The calendar will refresh to show bookings in that layout

Navigate to different dates

1. Use the left and right arrows to move between days or weeks
2. Alternatively, click the date picker to jump straight to a specific date
3. Click Today to return to today's date quickly

View bookings by staff member or location

1. Look for a filter or view option (usually near the top)
2. Select the staff member(s) or location(s) you want to see
3. The calendar will update to show only those bookings

Reschedule a booking

1. Click on the booking you want to move
2. A details panel or popup will appear
3. Look for a reschedule or edit option
4. Select a new date and time from the available slots
5. Confirm the change (Trimsy will usually show you if the new time clashes with another booking)
6. Save—the booking will move on the calendar

View booking details

1. Click on any booking in the calendar
2. A panel will open showing:
   • Customer name
   • Service type
   • Duration
   • Staff member assigned
   • Any notes or custom fields
3. Close the panel by clicking outside it or pressing a close button

Add a new booking from the calendar

1. Click on an empty time slot
2. A new booking form will appear
3. Enter the customer details, select the service, and confirm
4. The booking will instantly appear on your calendar

Mark availability or block-out times

1. If you need to block time for admin, breaks, or staff unavailability, look for an add block or unavailable option
2. Select the date and time you want to block
3. Choose whether it's a break, admin time, or leave
4. Save—this time slot will now show as unavailable for new bookings

Useful tips

• Drag-and-drop: If your Trimsy version supports it, you may be able to drag a booking to a new time directly on the calendar
• Colour coding: Check if different services or staff are shown in different colours to spot patterns quickly
• Print or export: Look for a print or download option if you need a calendar view for your team or records
• Real-time updates: If a team member books a customer via a portal, it will appear on your calendar instantly

Your calendar is the command centre for your schedule—use it daily to stay on top of bookings and keep your team organised.