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The calendar shows your staff as columns and the day down the side. Everything that takes up a provider’s time appears on it. Open it from Booking Management in the left-hand menu.

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Booking mode and unavailability mode

There’s a switch at the top of the calendar with two settings. It decides what happens when you drag an empty slot:
  • Booking mode — dragging opens a new booking form. This is where you’ll be most of the time.
  • Unavailability mode — dragging blocks that time out instead. See Block out time.
The whole calendar changes tint in unavailability mode so you can tell at a glance which one you’re in. Your choice is remembered next time you open the screen.
Blocking out someone’s afternoon while you’re in booking mode is the most common slip. Check the switch before you drag.

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Views

The calendar picks a view the first time you open it, based on how many staff you have: After that, whatever view you switch to is remembered. Same for the date, the location, which providers you’ve ticked, and any suburb you’ve searched — the screen comes back the way you left it.
One exception: if the date you left on has passed, the calendar opens on today instead.

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Moving around

  • Today, ‹, and › at the top move you through dates.
  • The left and right arrow keys do the same thing without reaching for the mouse. They work whenever you’re not typing in a field.
  • Click the date to jump to any day.

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Filters and display

Across the top: There are also two buttons for starting something directly: Add new booking and Add unavailability.

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Searching by suburb

If your staff travel to customers, the suburb search answers “who can actually get there?”. Type a suburb and the calendar:
  • Dims providers who don’t cover it, so the ones who do stand out.
  • Dims the working hours that come from a schedule not covering that suburb. Those hours are still there and you can still book into them — they’re marked as not the obvious choice.
  • Switches location automatically if the suburb belongs to a different branch.
A legend appears under the controls explaining the dimming while a suburb is active.
Dimmed doesn’t mean blocked. Click any slot and book it. You’ll get a soft warning if it doesn’t match, which you can accept — see Warnings and overrides.

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Reading the calendar

Colours come from the service. The colour you set on a service in its settings is the colour its bookings appear in, which is what makes a busy week readable at a glance. A coloured border down the side of a booking shows its status. Blocked-out time is shaded and labelled with its reason. Appointments from Google or Outlook appear in grey if a provider has connected their calendar. They’re read-only — they’re there so you don’t double-book someone, not to be managed here.

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Green, amber, and red

As you drag out a new slot, the calendar tints to tell you whether there’s enough room: It’s a guide to what you could fit in the gap, not a verdict on the booking you’re making. A red tint on a 30-minute booking into a 1-hour gap is telling you the gap is tight, not that the booking is wrong.
You can’t drag out a slot at all in a time the provider isn’t rostered to work. The calendar refuses the selection.If you genuinely need to book someone outside their hours, open the booking form and set the time there — the form allows it with a warning. See Create a booking.

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Sharing a booking

Open a booking and the web address in your browser gains a reference to it. Copy that address and send it to a colleague — it opens the same booking on their screen.