> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendar

> Manage bookings, switch between views, and create new bookings directly in the calendar.

The calendar is the central overview of all bookings in your anny account. You see at a glance which resources are occupied when, can switch between different views, and create new bookings, subscriptions, or booking packages directly.

## 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:

| View           | Description                                     |
| :------------- | :---------------------------------------------- |
| Day            | Daily overview of all bookings                  |
| Week           | Weekly overview with a daily breakdown          |
| Month          | Monthly overview in the classic calendar format |
| Timeline Day   | Timeline for a single day                       |
| Timeline Week  | Timeline for an entire week                     |
| Timeline Month | Timeline for an entire month                    |
| Board          | Card view of the bookings                       |
| Week (Orders)  | Week view filtered to orders                    |
| Day (Orders)   | Day view filtered to orders                     |

### 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:

1. Set the desired view and filters.
2. Close the filter view.
3. Click the current view in the bottom right.
4. 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):**

<Steps>
  <Step title="Choose resource and booking option">
    Select the desired resource from the overview. Then select the matching booking option.
  </Step>

  <Step title="Availability or free input">
    Decide whether you want to choose from **Available** (availability is checked) or **Free input** (no check). Then choose the desired date and time.
  </Step>

  <Step title="Add details">
    Optionally add a **Title**, **Notes**, **Additional options**, and **Additional resources**.
  </Step>

  <Step title="Check order details and save">
    Via **Personalize**, you select the customer. Optionally, via **Add discount**, you add a percentage, code-based, or absolute discount. Click **Save**.
  </Step>
</Steps>

**Any (service-first flow):**

<Steps>
  <Step title="Select a service">
    Select **Any** from the resource overview. Then select the desired service.
  </Step>

  <Step title="Date and details">
    Choose the desired date and time. Optionally add a **Title**, **Notes**, **Additional options**, and **Additional resources**.
  </Step>

  <Step title="Check order details and save">
    Via **Personalize**, you select the customer. Optionally, you add a discount. Click **Save**.
  </Step>
</Steps>

<Tip>
  When saving, the bell determines whether the customer is notified. Bell activated: an email is sent. Bell deactivated: no notification.
</Tip>

## 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

| Setting (admin)   | Description                                     |
| :---------------- | :---------------------------------------------- |
| View              | Choose the calendar display format              |
| Filter (category) | Filter bookings by resource category            |
| Filter (resource) | Filter bookings by individual resources         |
| Saved views       | Save a filter combination permanently           |
| Share view        | Make a saved view available to the organization |

## Practical examples

<AccordionGroup>
  <Accordion title="Coworking operator filters the calendar to one category and saves the view for the team">
    A coworking space has meeting rooms, flex desks, and phone booths. The team at the reception should only see the meeting rooms.

    <Steps>
      <Step title="Open the calendar and set a filter">
        Open the **Calendar** and click **Filter** in the top right. Select the category **Meeting room**.
      </Step>

      <Step title="Close the filter view">
        Close the filter view. The current view appears in the bottom right.
      </Step>

      <Step title="Save the view for the organization">
        Click the view in the bottom right and select **Save**. Give it a name (e.g. "Meeting rooms") and select **Save for organization**.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Yoga studio creates a new booking for a customer via the calendar">
    A customer calls and wants to book an appointment for an individual session. The receptionist creates the booking directly in the calendar.

    <Steps>
      <Step title="Start a new booking">
        Click **New+** at the top and select **Bookings**.
      </Step>

      <Step title="Select a resource">
        Select the desired resource (e.g. "Yoga Room 1") from the overview.
      </Step>

      <Step title="Choose a booking option and date">
        Select the booking option (e.g. "Individual session 60 min"). Select **Available** to have the availability checked. Choose the desired date and time.
      </Step>

      <Step title="Assign the customer and save">
        Click **Personalize** and select the customer. Click **Save** with the bell activated, so the customer receives a confirmation.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="What is the difference between Available and Free input?">
    With **Available**, anny checks whether the resource is actually free at the desired time. With **Free input**, no availability check is performed and the booking is created regardless.
  </Accordion>

  <Accordion title="Can I change a saved view later?">
    Yes. Adjust the filters and save the view again under the same name.
  </Accordion>

  <Accordion title="Who sees my saved view?">
    That depends on how you saved it. A personal view is seen only by you. A view shared with the organization is seen by all admin users.
  </Accordion>

  <Accordion title="What happens if I deactivate the bell when saving?">
    The booking is created, but the customer does not receive an email notification about it.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see any bookings in the calendar">
    A filter is probably active that hides resources or categories. Click **Filter** in the top right and check whether a restriction is set. Reset the filter or select the resources you want.
  </Accordion>

  <Accordion title="The Any option shows me no services">
    The service-first flow must be activated for at least one service, so services appear under "Any". Check in the service settings whether the service-first flow is activated.
  </Accordion>

  <Accordion title="My saved view has disappeared">
    Saved views appear in the bottom right in the views menu under "Saved views". If a view no longer appears there, it may have been deleted by another admin user.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * The calendar is a standard UI element of the menu bar, not an activatable feature. Available in all plans.
> * Views: Day, Week, Month, Timeline Day, Timeline Week, Timeline Month, Board, Week (Orders), Day (Orders).
> * Saved views: Combination of view type + active filters. Can be saved personally or for the organization.
> * New+ options: Bookings, Subscriptions, Booking packages, Sell product.
> * Direct click in a calendar time slot: Context menu with three options: Create booking, Create blocker, Create appointment (= create available appointment).
> * Resource chips at the top of the calendar can be reordered via drag and drop.
> * Booking flow: Two entry options: 1) Specific resource (resource-first) → booking option → Available/Free input → date → details → Save. 2) Any (service-first) → service → date → details → Save.
> * Available vs. Free input: With "Available", the resource availability is checked. With "Free input", no check is done, the booking is created regardless of occupancy.
> * Bell when saving: Activated = customer is informed by email. Deactivated = no notification.
> * Discount options in the booking flow: Percentage (%), code, or absolute (€).
> * Personalize = assign the customer to the booking.
> * Distinction: The calendar is not the same as the booking overview (menu item "Bookings"). The booking overview shows a list view of all bookings with filter options. The calendar shows bookings visually over time.