Schedule opens on the calendar: one column per person for the day, or one column per day for a longer view. Bookings sit in their time slots, and hours you're closed are shaded. Choose any booking to open it, or New booking to add one.
Open the view options
Choose the options button next to Everyone, at the top right.
Pick a view
Under View, choose Day, 3 days, Week or Month.
Use the arrows beside the date to go back or forward.
In the same options:
- Show travel draws the travel time between visits, for businesses that go to customers.
- Shade unavailable hours greys out hours outside your opening hours.
- Route and Team route open the map views, if you go to customers.
Choose Everyone and pick who to show. The list has your People, and any Vehicles, Units or rooms that bookings use. Pick a van to see where it's booked, or a person to see only their day.
In Day view, each person gets their own column, with a count of their bookings at the top.
- A booking shows the customer's name, its time, and in longer slots, the service and who's doing it.
- Hatched areas are hours you're closed or blocked.
- A booking that clashes with blocked time is flagged until you choose a fix. Nothing is cancelled.
- The All day row at the top holds blocked time, like "Sophie on holiday", and hires or stays that run all day.
Drag a booking to another time or another person's column. Drag its edge to change its length. Nothing changes yet: your moves collect in a bar at the bottom, with the number of changes and any new price.
Choose Apply to make them, or Discard to put everything back. If a move can't work, the block is marked with why, like "Ryan isn't working then" or "No time to drive there". After applying, Undo puts them back.
With a booking selected, arrow keys move it, and Shift with the arrows changes its length.
Choose New booking at the top right. You pick the customer, what they're booking and the time, then choose Book.