The appointment calendar is where you see and manage every booking across your business. It loads the latest bookings when you open it, change the date or the view, or come back to it.
What the calendar gives you:
- Four views: Day, Week, Month and Timeline
- Cards coloured by status, service category, service, team member or resource
- Drag-and-drop rescheduling, once Drag Lock is off
- Grouping and filtering by team member or resource
Open and use the calendar
- Open Appointments.
- Open the view button, which reads the current view, and choose Day, Week, Month or Timeline.
- Narrow what you see with Group By, the status tabs and Search calendar.
- Select any appointment to open it, then view or edit its details.
Calendar views
| View | Shows |
|---|---|
| Day | One day hour by hour, with the detail of each appointment |
| Week | Seven days, for planning the week ahead |
| Month | The whole month at a glance, with every appointment |
| Timeline | Team members or resources side by side, by Day, Week or Month |
Colour the calendar by team member or resource
Appointment cards follow the Colour Mode in the view panel: Appointment Status, Service Category, Service, Team Member or Resource. With Team Member or Resource, each card takes that team member's or resource's own colour.
- Open Appointments, open the view button, and under Colour Mode choose Team Member or Resource.
- Open Team Members or Resources, and select Manage on the team member or resource.
- On the summary card, under Calendar colour, select Set, or Change if a colour is already set, and pick the colour.
- Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.
With no colour set, the summary card reads Not set - cards use slate, and those appointments show in slate. Remove Colour takes a colour off. The form for a new team member or resource has the same field, as Calendar Colour (Optional) with Set Calendar Colour.
In these colour modes a cancelled appointment is still struck through, unless a cancellation fee is owed, and a paid appointment still shows a solid green Paid badge. Mission Control and Trips use the same Colour Mode in the same browser.
For the colours in Appointment Status mode and the other display options, see Calendar Views & Navigation.