The calendar: day, week and month, quick booking, moving and blocking time
How the calendar works: its three views and what the marks mean, booking straight from an empty time, dragging a booking to a new time, blocking time, and the list of every booking.
Day, week and month
Calendar in the left menu opens on the week. 'Day' shows one column per team member, 'Week' one column per day with the person's name on each booking, and 'Month' shows day cells that open the day. The chips at the top — 'Everyone' and one per person — choose whose bookings you see. A staff login sees only her own bookings.
What the marks mean
- A booking takes the colour of the person doing it
- Dashed — waiting for your approval, or for a payment
- A dot — a deposit or the full amount has been paid
- A ring — the client's first visit
- A tick — completed
- Time off shows as a band across the column
Booking from the calendar
Tap an empty time and a quick form opens: the client, the service, the team member, the time, the price and a note, then 'Book it'. For extra services, a repeat, or booking outside your rules, use 'Full appointment form', which is New booking. On a wide screen you can also drag a client from the clients panel onto the calendar. If the client has an email address, they get a confirmation with their own link.
Moving a booking
Drag a pending or confirmed booking to its new time and press Move. The client is emailed the new time, and for a few seconds you can undo it. If the new time breaks one of your rules, see 'Overlapping bookings'.
Blocking time and changing one day
Tap an empty time and choose 'Block this time off' for a break, a lunch or a delivery. 'Change this day's hours' on a day opens or closes it, for one person or the whole team, and 'Back to the normal week' undoes it.
Every booking in a list
Bookings in the left menu lists every appointment, newest first: search by the client's name, phone or email, choose dates, and filter by status. It is not open to staff logins.
In the app
The app's calendar has day, week and month views too. Long-press a booking to pick it up and move it. In the day view, tapping a free stretch blocks that time rather than starting a booking; New booking is in the menu and in the calendar.