Steps
- Open the calendar. Click the green + button in the header and choose Calendar. The Calendar page opens on the current month.
- Pick a location. In the left panel, choose a Location to see events for one store, or leave it blank for all.
- Pick a user (admins). Admins see a User filter. Choose a staff member to see their events; other users always see their own.
- Choose event types. Tick or untick the event types: Bookings for table and appointment bookings, and Follow ups when CRM is part of your plan. The calendar reloads as you change them.
- Change the view. Use month, week, day or list at the top right, and the arrows or today to move through dates.
- Open an event. Click an event to go to its record, for example the Bookings screen for a booking.
Where the events come from
Bookings appear once Enable Bookings is turned on in Settings › Setting › Modules and bookings are added. CRM follow-ups appear when your plan includes CRM (Pro). Each type has its own colour so you can tell them apart in the month view.
Frequently asked questions
Why is my calendar empty?
The calendar only shows bookings and, with CRM, follow-ups. Check that the event type is ticked, the Location filter isn't set to another store, and that Bookings is enabled in Settings › Setting › Modules.
Can I add a booking from the calendar?
The calendar is a view. Add table or appointment bookings from the Bookings menu, and CRM follow-ups from CRM. They appear on the calendar once saved.