View and manage your bookings on the calendar

What this is

The calendar view in Trimsy lets you see all your bookings at a glance across your staff and locations. You can switch between day and week views, check staff availability, and manage bookings without leaving the calendar.

When to use it

Use the calendar to:

• See your full booking schedule for the day, week, or across multiple staff members
• Spot gaps in your schedule and identify busy periods
• Quickly find and edit or reschedule a booking
• Check which staff member is booked for which time slot
• Manage bookings across multiple locations in one view

How to access the calendar

1. Go to Sidebar ▸ Calendar
2. You'll see your bookings displayed in the default view (usually day or week)

Switch between day and week views

1. Look for the view toggle at the top of the calendar
2. Select Day to see a single day's bookings in detail, broken down by time slot and staff member
3. Select Week to see seven days at once, which is useful for spotting patterns and planning ahead

Filter by staff member or location

1. Look for filter or dropdown options above the calendar grid
2. Select a specific staff member to see only their bookings
3. Or select a location to view all bookings at that site
4. You can usually apply multiple filters at once

View booking details

1. Click on any booking block in the calendar
2. A panel will open showing:
   • Customer name
   • Service type and duration
   • Assigned staff member
   • Start and end time
   • Any notes or special requests

Reschedule a booking

1. Click on the booking you want to move
2. Look for a Reschedule or Edit option
3. Select a new date and time slot in the calendar
4. Confirm the change
5. Trimsy will update the booking and notify the customer (if notifications are enabled)

Edit a booking

1. Click on the booking to open its details
2. Select Edit
3. You can change:
   • The assigned staff member
   • Service type or duration
   • Customer notes
4. Save your changes

Cancel a booking

1. Click on the booking
2. Select Cancel or Delete
3. Confirm the cancellation
4. The time slot becomes available again for new bookings

Spot double-bookings or conflicts

If a staff member is accidentally booked for overlapping times, the calendar will flag this (usually with a warning colour or indicator). Click on the conflicting bookings to resolve—either reschedule one or adjust the service duration.

Navigate to different dates

• Use the Previous and Next arrows to move between days or weeks
• Click on a specific date in a mini calendar (if visible) to jump to that date
• Some calendars show a date picker at the top—click it to select a date quickly

Pro tip

Use the week view before your working week starts to plan staffing and spot any gaps you could fill with promotions or special offers.