Employees – calendar

Calendar

The calendar is a section where you can view and manage all paid and accepted bookings by your customers. To view the required information, you must select the employee to whom the bookings apply.

Bookings

The bookings you see in the calendar (tiles) include information such as:

• the date and time of the visit,
• the customer’s first and last name,
• the name of the employee who will perform the service,
• name of the service,
• status of the visit:
  • accepted,
  • awaiting payment,
  • canceled.
• labels (if added),
• description of the service (if added),

1. The “All reservations” button is not part of the “Calendar” section. This is a shortcut that allows you to move to the “Customers – Bookings” section more quickly.

2. You can view the calendar as:

• Current day – today’s events, broken down by employees,
• Daily plan – all events, in the form of a plan, for the day you selected,
• Day – all events, in calendar form, for the day you selected, broken down by employee,
• Week – all events, in calendar form, for the week you selected, broken down by employee,
• Month – all events, in calendar form, for the month you selected, broken down by employee,

3. In this section you can:

• Add a booking:
  • Adding a booking is done by positioning the cursor at the time the visit starts, selecting the duration of the visit by pressing the left mouse button at the beginning of the visit and releasing this button at the end of the visit, entering the required information, and confirming the information entered by pressing the “Save” button.
• Filter visits by selecting individual employees in the “Employee” window at the top of the “Calendar” section.
• Edit a booking in two ways:
  • by clicking on the booking tile and changing the booking information,
  • by dragging a booking tile from one employee to another or shortening/lengthening the booking tile (as shown in the gif file below).
• Delete the customer’s booking:
  • You can delete a reservation by clicking on the booking tile and then clicking on the “delete event” button at the very bottom of the booking window.
• Configure the calendar appearance:
  • You can do this by clicking the three sliders icon on the right at the employee selection level:
    • Here you can change the view as follows:
      • Change the unit of duration of an event in the calendar – the automatic duration of the booking when you click once the hours grid in the calendar.
      • Set how long you want events to appear in the calendar.
      • The range of hours from which you want events to appear in the calendar.

More information about employees can be found in the articles “Employees – adding an employee” and “Employees – list of employees”.