View Daily Bookings

View daily bookings

The system automatically filters the local calendar to show all upcoming bookings for the current month. However, users can choose to filter the calendar to view daily upcoming bookings, and manage their calendar on a day to day basis, where they will be able to:

To view daily upcoming bookings: 

  1. Go to your Calendar 
  2. At the right side of the page, select day to show bookings for the current day

The day view displays all the bookings scheduled in the current day in blocks as shown in the image below, it is a more detailed view, displaying the hours of the day and fieldworkers with assigned bookings on that day. You can use the arrows at the left of the page to go forward a day or back a day.

You can also click on the calendar icon, then pick a day to view all upcoming bookings on that day and the fieldworkers assigned.

Change assigned fieldworker using drag and drop

On your calendar day view, you can easily reassign a booking to a different fieldworker directly from your calendar. To do that, on your calendar overview, you can view all fieldworkers assigned to bookings on the selected day. To reschedule the booking to a different fieldworker, simply click on the scheduled booking, drag, and place the booking on the column of your different selected fieldworker. The fieldworker must be available during the booking scheduled hours to accept the booking.

After dragging and dropping the scheduled booking appointment to the other fieldworker’s column, the booking will automatically be reassigned to the other fieldworker, and the calendar will be updated immediately. 

For the booking to be reassigned successfully, the selected fieldworker must be available during the scheduled booking hours and must be able to provide the selected service for this booking.

Reschedule bookings by simply dragging and dropping on the calendar day view

To reschedule a booking, from your calendar day view, click on the booking appointment, drag and drop it to a different time slot, the booking will automatically be rescheduled to the selected hours, and a notification will be sent to your customer and assigned fieldworker informing them of the booking rescheduling changes. 

Create a new booking from the calendar day view

You can also easily create a new booking directly from your calendar day view, click on the calendar time slot you want to schedule a booking on, and a pop-up window will appear, click on Add Booking.

You will be redirected to the create a new booking page, enter all your booking details and save. The booking appointment will then appear on your calendar view. 

Create an unavailable event directly from the calendar day view

You can also easily add unavailable events or mark unavailable days for your company or fieldworkers directly from your calendar day view, click on the calendar time slot you want to mark as unavailable, a pop-up window will appear, click on Unavailable.

To mark an unavailable day or a specific time of the day for your company, select your general fieldworker which acts as the default calendar for your business, from the dropdown list, to mark a day as unavailable, enable the toggle button All day.

To set an unavailable event on a specific time of the day, select the day from the date picker, and pick the time, then click Save.

Upon clicking on save, your unavailable event will be added to your office calendar, and the selected hours will be marked as unavailable for scheduling bookings. 

For further information on how to manage your calendar click here.

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