The calendar is where most of the day happens. It's one schedule you can look at in several ways: a column per team member for today, a week ahead, or a simple list.
The toolbar
From left to right:
| Control | What it does |
|---|---|
| Today | Jumps back to today |
| ‹ and › | Step back or forward by the span you're looking at |
| The date | Opens a calendar to jump to any date, with shortcuts such as In 1 week |
| People icon (Scheduled team) | Chooses whose columns show: the team working that day, All team, your rooms and equipment with All resources or All team and resources, or the people you pick. On a very wide screen it shows its name |
| Magnifying glass | Find client: highlights a client's bookings and lists their upcoming and past visits |
| Sliders | Open filters: narrows what's shown, with a count while any are on |
| Location | Which location's calendar you're looking at |
| Waitlist | Opens the waitlist, with how many clients are waiting |
| Circular arrows | Refresh |
| Tag | Colour: colour appointments by service, team member, status or resource |
| Info | Status legend: what each status colour means, shown while appointments are coloured by status |
| Day (or the current view) | Calendar view: switches the view |
| Add | New appointment, new quote, block time or group appointment |
The six views
Select the view button (it shows the current view, such as Day) and choose one. The calendar remembers your choice.
| View | What it shows | Good for |
|---|---|---|
| Day | One date, a column per team member | The front desk during the day |
| 3 days and 5 days | That many dates side by side | A short look ahead |
| Week | Seven dates | Planning and spotting gaps |
| Month | A month at a glance | How busy each day is |
| Agenda | One date as a list in time order | Phones, or anyone who prefers a list |
Cancelled appointments are hidden unless you turn on Show cancelled appointments in the same menu.
Read an appointment
Each block shows the time, the client and the service. Its colour follows the Colour setting: by service (the usual choice), by team member, by status, or by resource, the room or machine the visit reserves (gray when it reserves none). A device that hasn't picked follows the business's choice under Settings → Business → Region & formats.
The small dot in the corner tells you where a live appointment stands:
| Dot | Meaning |
|---|---|
| Amber | Booked, not yet confirmed |
| Green | Confirmed |
| Blue | Checked in |
| Pulsing green | In service now |
Finished appointments lose their colour: Completed turns grey, while Cancelled (rose) and No-show (red) are faded and struck through.
If your business uses status labels, such as Running late, a label's icon sits beside the dot, and a tall enough block shows the label's name too. A label never changes the block's colour or its dot.
Grey striped blocks are blocked time, such as a lunch or a training session. See Block time and the waitlist.
On a computer, rest the pointer on a block to see a preview with the client, service and price. Select it to open the appointment panel.
Filter the calendar
Open the filters
Select the sliders button (Open filters).
Choose what to show
Pick from Appointment status, Channel (Admin booking, Kiosk check-in, Public booking or API), Payment status, Services, Appointment creation date, Requested team member, Client tags and Client segments.
Apply
Select Apply. The button counts how many filters you've chosen. Clear filters removes them all.
Focus on one team member
Open their menu
In Day view, select the team member's name at the top of their column.
Choose a view
Under View as, choose Day, 3 days, Week or Month.
Go back to everyone
A chip in the toolbar shows whose calendar you're on, such as "Ingrid's Week". Select its ✕ to see everyone again.
The same menu shows their shift today, a Clock in button, and shortcuts to Add appointment, Block time, Edit shift, Add time off and View team member.
Select an empty slot
Select any empty time in a team member's column. A small menu opens for that exact time, with Add appointment, Group appointment, New quote and Block this time. The date, time and team member are filled in for you.
On a phone
The toolbar shrinks to the date, the location, the team and a ⋯ menu, which holds Find client, the views, colour, filters, the waitlist and refresh. The round + button in the corner books an appointment, blocks time, starts a group or jumps to today. Agenda is usually the easiest view on a small screen.
If something goes wrong
A team member has no column
- "Nobody scheduled": no one has working hours that day. Set them under Team → Scheduling, or select Show all team anyway.
- "Assign your team to this location": the team exists but nobody works at this location. Set the location on their team profile.
- Otherwise, check Scheduled team under the people icon (choose All team), the filters, and whether a focus chip is on.
"Couldn't load the schedule"
The calendar couldn't reach the server. It doesn't mean the day is empty. Select Refresh.
The calendar shows the wrong location
Change it with the location button in the toolbar. See Switch between locations.