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Calendar

The calendar is the primary screen for working with bookings and schedules. Quickly pick a date, see occupancy by employees/resources, and add new appointments or blocked time.

What you’ll learn​

  • Navigation and views: Day, Week, Month, and List (day/week/month)
  • Creating, moving, and editing bookings
  • Adding and managing blocked time
  • Settings: slot duration, outside working hours, coloring, appointment box elements, overlap
  • Filters by location and showing only working ("On shift")

Steps​

  1. Go to "Calendar" from the main menu.
  2. Use the header controls:
    • "Today", "Prev", "Next", and "Select date" (quick date picker).
    • "Location": switch the active location when needed.
    • "On shift": show only employees/resources who are working.
  3. Create a new appointment:
    • Click an empty time slot or use the "New appointment" button.
  4. Move/change duration:
    • Drag the appointment to a free slot or drag its bottom edge to adjust duration. Confirm changes when prompted.
  5. Add blocked time via the "New Blocked Time" button and set a reason and period.
  6. Open "Calendar settings" to customize the view and displayed information.

Views​

  • Day view
  • Week view
  • Month view
  • List (day/week/month)
  • Day by employees/resources (grouped by columns)

Calendar settings​

  • Slot duration
  • Outside working hours
  • Appointments overlap
  • Coloring by
  • Appointment box elements:
    • Service name
    • Client/Employee names
    • Resource name
    • Amount / price
    • Notes

Blocked time​

Blocked time is a period during which no bookings are accepted (e.g., break, meeting, maintenance).

  1. Click "New Blocked Time".
  2. Choose an employee/resource and enter a reason.
  3. Set start and end time (or duration) and save.

Tips​

  • Use "Today" to quickly jump back to the current date.
  • Toggle "On shift" to view only people currently working.
  • If nothing appears, check that employees/resources are added, active, and have working hours for the selected location.

Next steps​

  • See Reports for period-based utilization and revenue analysis.

Frequently asked questions

How do I quickly create a new booking?

Click an empty slot in the calendar or press "New appointment" and fill in the details.

How do I move or extend a booking?

Drag the event to a free slot or drag its bottom edge to change the duration; confirm when prompted.

What is "Blocked time"?

A period without bookings for personal commitments or breaks. Add it from the "New Blocked Time" button.

How can I show only people who are working today?

Turn on the "On shift" switch in the header.

Why don’t I see employees/resources?

Make sure the selected location has added and active employees/resources with working hours.