Using the Calendar
The calendar is your central hub for viewing and managing appointments. This guide covers how to navigate and use the calendar effectively.
Calendar Views
BotScheduling offers multiple calendar views to suit your needs:
- Day View - See all appointments for a single day with detailed time slots
- Week View - View a full week at a glance
- Month View - See the entire month with appointment counts
Switch between views using the buttons at the top of the calendar.
Navigating the Calendar
To move through dates:
- Use the left and right arrows to go backward or forward
- Click "Today" to return to the current date
- Click on a date in the mini calendar to jump to that day
- Use the date picker to select a specific date
Creating Appointments from the Calendar
To create an appointment directly from the calendar:
- Click on an empty time slot
- A quick-create dialog will appear
- Fill in the appointment details
- Click "Create" or "Save"
You can also drag across multiple time slots to create longer appointments.
Viewing Appointment Details
To see full appointment information:
- Click on any appointment in the calendar
- A popup or sidebar will show the details
- From here you can edit, cancel, or view customer information
Editing Appointments
To modify an appointment:
- Click on the appointment
- Click "Edit" in the appointment details
- Make your changes
- Click "Save"
You can also drag and drop appointments to new time slots to reschedule them quickly.
Filtering the Calendar
Narrow down what you see by filtering:
- By Resource - Show only appointments for specific staff or locations
- By Service - Display only certain types of appointments
- By Status - Filter by confirmed, pending, cancelled, etc.
- By Customer - View appointments for a specific customer
Access filters using the filter icon or dropdown menus above the calendar.
Color Coding
Appointments are color-coded to help you quickly identify:
- Different appointment statuses
- Different services or service categories
- Different resources or resource types
You can customize color schemes in your workspace settings.
Calendar Settings
Customize your calendar view:
- Time Zone - Set your preferred time zone
- Start Time - Choose when your calendar day begins
- End Time - Set when your calendar day ends
- Time Increments - Choose 15, 30, or 60-minute intervals
- Week Start - Select whether weeks start on Sunday or Monday
Printing and Exporting
To print or export your calendar:
- Click the print or export icon
- Select your date range
- Choose the format (PDF, CSV, etc.)
- Click "Export" or "Print"
This is useful for sharing schedules with team members or keeping offline records.
Mobile Calendar Access
The calendar is fully responsive and works on mobile devices. On smaller screens:
- Swipe left or right to navigate dates
- Tap appointments to view details
- Use the menu to switch between views
- Pinch to zoom on day and week views