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 or week, and filterable by staff member or location. It's the central hub for managing your schedule and spotting availability.

How to access the calendar

1. Log in to Trimsy.
2. In the sidebar, click Calendar.
3. You'll see your bookings displayed in calendar format.

Switching between day and week view

By default, the calendar shows a weekly view. To switch views:

1. Look for the view toggle buttons near the top of the calendar (usually labelled Day and Week).
2. Click Day to see a single day's schedule in detail, or Week to see seven days at once.
3. Use the left and right arrows to navigate between days or weeks.

Filtering by staff member

If you have multiple team members, you can filter the calendar to show only one person's bookings:

1. Look for the Staff filter (usually at the top or left side of the calendar).
2. Select the staff member's name from the dropdown.
3. The calendar will update to show only their bookings.
4. To see all staff again, select All staff or clear the filter.

Filtering by location

If you operate from multiple locations:

1. Find the Location filter near the staff filter.
2. Choose the location you want to view.
3. The calendar will display only bookings for that location.
4. Select All locations to see the full picture again.

Viewing booking details

To see more information about a specific booking:

1. Click on the booking in the calendar (it will appear as a block or entry).
2. A popup or side panel will show details such as:
   • Customer name
   • Service booked
   • Start and end time
   • Staff member assigned
   • Any notes or special requests
3. Close the popup by clicking outside it or hitting the close button.

Making changes to a booking

From the calendar, you can edit or reschedule bookings:

1. Click on the booking you want to change.
2. Look for an Edit or Reschedule option in the details panel.
3. Update the time, staff member, or other details as needed.
4. Save your changes.

Alternatively, you can drag and drop a booking to a new time slot (if your calendar supports this)—simply click and hold the booking, then drag it to the desired time.

Tips for staying organised

• Check your calendar daily to prepare for upcoming bookings and confirm staff availability.
• Use filters when you need to focus on one staff member or location to avoid feeling overwhelmed.
• Switch to day view when you need to see detailed time breakdowns (useful for back-to-back bookings).
• Review the week view on a Monday to plan the week ahead and spot any gaps in your schedule.

What's next

Once you're comfortable with the calendar, explore how to set staff availability or manage customer bookings to keep your schedule running smoothly.