Calendar

The Calendar shows everything that happens in the company: client bookings, group sessions and busy blocks of all employees. This is where you book clients, reschedule and cancel visits, and mark who came.

Views and filters

In the top-right corner are Day, Week and Month, and next to the title is the period switcher. The Branches, Employees and Type filters — Bookings or Group sessions — are remembered for next time; Reset all brings back the full view.

• Day — an hourly scale: bookings that overlap in time are placed side by side, and the red line marks the current time. Above the grid on the right are the numbers of bookings and sessions and how many hours are still free.
• Week — seven columns. Under each date are the number of bookings and the load bar; a day without shifts is labelled “Day off”. If there are many bookings at the same time, some are hidden under “+N”.
• Month — the load and the first bookings of each day. Click a day to open it.

Day load is how much of the working time in the work schedule is taken by bookings and sessions. From 85%, the bar turns orange. If nobody is scheduled to work that day, there's no bar.

1. Create a booking or session

Click Create → Create booking or Create session. It's quicker straight from the grid: in Day or Week view, click a free time or drag the mouse across the grid from start to end; in Month view, click “+” in the day's cell. The selected time is filled into the form.

In the New booking form, choose the services, the client, the specialist, the branch and the Start date and time. If the client isn't in your client base yet, add them right there: turn on Create a new client and enter a phone number and name. You can leave End empty: the booking will last as long as the services take. If you dragged the time across the grid, the end is already set.

The form's fields adjust to each other: once you choose a service, only the specialists who perform it remain in the list, and vice versa. The group session form is described in “Group sessions”.

You can also put a booking outside a shift — the shift will stretch by itself, more details. But the booking won't be saved if:

• the employee already has a booking or session at this time — “The employee already has a booking at this time”;
• the time is closed by a busy block — “This time is blocked as "Busy"”;
• the booking doesn't fit within one day: the end must be later than the start and on the same day.

2. Open a booking

Click a booking to open its card on the right: date and time, branch, specialist, services, notes and client. The pencil at the top is for editing: move the booking to another time, change the specialist, services or branch. When you move a booking, its duration stays the same.

• ✓ and ✕ next to the client are “Attended” and “No-show”; clicking again clears the mark. Clicking the phone number starts a call.
• Create task — a to-do for the client, such as calling back. More in “Client tasks”.
• Link for the client — the booking page: the client sees the time and address and can cancel the booking themselves.
• Cancel booking and Delete booking — how they differ is explained in “Attendance, cancelling and deleting bookings”.

What employees see

A specialist sees only their own bookings and sessions in the calendar, without the branch and employee filters. An administrator sees their branches' bookings, and the owner sees the whole company's.

In the mobile app

• The Calendar tab. In the app, Week view shows three days in a row; swipe to move between days.
• To create, tap + in the top-right corner or tap a free time (in 30-minute steps), then in What to create? choose a session or Individual booking. In Month view, tap “+” next to the number of bookings for the selected day.
• Filters are under the icon in the top-right corner: Branch, Employees, Type.
• A booking opens full screen; attendance marks are the ✓ and ✕ circles.