How does the calendar work?
The calendar shows all bookings of your organization in a visual overview. You reach it via Calendar in the menu bar on the left. At the top of the calendar, you see your resources as colored chips. Use the arrows to the left of the month name to navigate between time periods. In the bottom right, you select the view you want.Views
The calendar offers different views for different perspectives on your bookings:Filters
Via the Filter icon in the top right, you filter the calendar by categories or specific resources. This way, you hide irrelevant bookings and focus on what matters.Saved views
Every combination of view and filters can be saved as a saved view. By default, the “Default” view exists. You can create additional views:- Set the desired view and filters.
- Close the filter view.
- Click the current view in the bottom right.
- Select Save: either just for yourself or for the entire organization.
Direct actions in the calendar
Click directly in a time slot in the calendar to open a context menu. You have three options:- Create booking: Starts the booking flow (see below).
- Create blocker: Blocks the selected time period for the resource.
- Create appointment: Creates an available appointment for the resource.
Adjust the resource order
The colored resource chips at the top of the calendar can be moved via drag and drop. This way, you adjust the order to your way of working.Create a new booking
Via New+ at the top of the navigation bar, you create the following directly from the calendar:- Bookings
- Subscriptions
- Booking packages
- Sell product
Booking flow
When creating a new booking, you select a resource in the first step. You have two options: Select a specific resource (resource-first flow):Choose resource and booking option
Availability or free input
Add details
Check order details and save
Select a service
Date and details
Check order details and save
When do I use this?
- You want a quick overview of all bookings of your organization: The calendar shows you utilization and availability at a glance.
- You manage bookings for customers who inquire by phone or on site: Via New+, you create bookings directly, without having to use the booking page.
- You work with different resource types and need different perspectives: Via filters and saved views, you create specialized work views for your team.
- Not suitable for: If you only want to analyze order data or revenue, use the order overview or exports instead.
Connection with other features
- Booking packages: Booking packages can be created directly via New+ in the calendar.
- Subscriptions and memberships: Subscriptions can also be created directly via New+.
- Discount codes: In the booking flow, you can apply a discount code when saving.
Settings & options
Practical examples
Coworking operator filters the calendar to one category and saves the view for the team
Coworking operator filters the calendar to one category and saves the view for the team
Open the calendar and set a filter
Close the filter view
Save the view for the organization
Yoga studio creates a new booking for a customer via the calendar
Yoga studio creates a new booking for a customer via the calendar
Start a new booking
Select a resource
Choose a booking option and date
Assign the customer and save
FAQ
What is the difference between Available and Free input?
What is the difference between Available and Free input?
Can I change a saved view later?
Can I change a saved view later?
Who sees my saved view?
Who sees my saved view?
What happens if I deactivate the bell when saving?
What happens if I deactivate the bell when saving?
Troubleshooting
I don't see any bookings in the calendar
I don't see any bookings in the calendar
The Any option shows me no services
The Any option shows me no services
My saved view has disappeared
My saved view has disappeared