View and manage your bookings on the calendar

What this is

The calendar view lets you see all your bookings in one place, organised by day or week. You can spot gaps in your schedule, manage staff availability, and handle bookings across multiple locations—all without switching between views.

When to use it

Use the calendar to:

• Check your team's availability before confirming a booking
• Spot busy periods and rearrange appointments if needed
• See which staff member is booked where and when
• Handle last-minute changes or customer requests
• Plan your week ahead

How to access the calendar

1. Go to Sidebar ▸ Calendar
2. Your calendar will load showing today's date

Choose your view

Trimsy offers different calendar views to suit your needs:

1. Select Day to see bookings for a single day (best for detailed scheduling)
2. Select Week to see 7 days at once (best for spotting gaps and patterns)
3. Use the date navigation arrows to move between days or weeks

See bookings by staff or location

1. Look for filter or grouping options on your calendar
2. Select the staff member or location you want to view
3. The calendar will update to show only their bookings
4. Switch between staff members or locations as needed to plan your team's workload

Manage a booking from the calendar

1. Click or tap on any booking (it will typically show the customer name and service)
2. A booking details panel will open
3. From here you can:
   • View the full booking details (time, customer, service, price)
   • Edit the booking time or assign it to a different staff member
   • Add notes or change service details
   • Mark the booking as completed or cancelled
4. Save any changes

Spot available slots

Gaps in the calendar show when your staff are free:

• Look for empty spaces in the calendar grid
• These gaps are ideal for fitting in new bookings
• Check multiple staff members or locations to find the best time for your customer
• If no one is available, consider suggesting an alternative time or date

Reschedule a booking

If a customer needs to move their appointment:

1. Click on their booking in the calendar
2. Select the edit or reschedule option
3. Choose a new time slot that suits both the customer and your staff availability
4. Confirm the change (Trimsy will handle notifying the customer)

Tips for using the calendar effectively

• Check regularly: Review your calendar at the start of each day to stay on top of your schedule
• Use week view for planning: Switch to week view on a Friday to plan your team's availability for the coming week
• Colour coding: Many calendar systems use different colours for different staff members or services—use these to quickly spot patterns
• Mobile friendly: You can access the calendar from your phone, tablet, or desktop

What if your calendar looks empty?

If you're not seeing bookings:

• Check that you've selected the correct date range
• Confirm the staff member or location you want to view is selected
• Make sure bookings have been created in Trimsy (they won't appear until they're confirmed)

If you need help adding bookings to your calendar, see our guide on creating bookings.