Touring the Calendars Module

⏱️ 5-7 min

Find your way around the calendar view, the appointments list, and calendar settings, and spot the five calendar types.

Where it lives

The three main areas

Click Search at the top of your screen, type Calendars and open it. You can also find it in your menu, but menus can be renamed, so search is the sure way. It splits into three areas.

Your wall calendar for the whole team

A grid that shows every booking. Switch between day, week, and month, and hover over any appointment to peek at the type, title, and times.

Day shows who is busy right now
Month shows how full the future looks
Filters narrow it by users, calendars, and groups

Every booking in a list

One booking per row. This is the fastest way to answer a customer who asks, did my booking go through?

Search to find one person's booking
Better than scrolling a grid

The control room

Sub-tabs across the top hold the building blocks: Calendars, Groups, Services, Rentals, Preferences, Connections, and Availability.

Calendars holds each booking calendar you build
Connections links outside calendars like Google
Most of your work happens in the Calendars sub-tab

Why it matters

What online booking gives you

Phone tag eats hours every week. A booking page replaces it.

📞

Sales and discovery calls

Prospects pick a time that works for them. No back-and-forth messages.

🎓

Classes and demos

Many people can join one session without you counting seats by hand.

🛟

Support sessions

Customers book help on their own and get a reminder automatically.

✨

A tidy first impression

Open times and one tap to book make you look organized.

Key terms

Definitions

Tap any term to expand it.

The grid that shows every booking across your team by day, week, or month.

A bundle of calendars that you can view or share together.

A top-right option where you can turn on settings such as showing buffer time.

Blank time around an appointment, like a breather before or after.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Search for Calendar View, open it, and switch between day, week, and month.

Use the filters to show only yourself, then add a second user or calendar.

Open the Appointments tab, then Calendar Settings, and click each sub-tab to see what is inside.

⚡ Tips

Hover over an appointment to see its details without clicking.
Appointments show in colors, and a key explains the little icons.
If five people share your account, filter to just yourself to see only your own bookings.
Sub-tab names can differ slightly in your account, so look for the closest match.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which area is best for quickly finding one customer's booking?

What is a group in the calendar filters?

A ____ is blank time around an appointment, like a breather.

The Calendar Settings sub-tab that links outside calendars like Google is called ____.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🔍 Plan my calendar tour

You are a scheduling software trainer helping me get comfortable with the calendar area of my software. My context: - [my business and what I sell] - [how many people share my account] - [the kinds of calls or sessions I want booked] Give me: - A short checklist for touring the calendar view, appointments list, and settings - Three filter views I should try first - A list of questions to note down about what I see Use plain words and keep it under 250 words. Finish by asking me: "Which part of the calendar area feels most confusing right now?"

🗂️ Map my booking needs

You are a organized operations helper helping me list what I want to book online instead of by phone. My context: - [my business] - [the calls, classes, or sessions I offer] - [who books them: customers, leads, or students] Give me: - A list of my booking situations in plain language - Which ones are one-on-one and which are group - A short note on which settings tab I will likely need for each Keep it simple and do not suggest any strategy, only what to set up. Finish by asking me: "Which of these do I get asked about most often?"

You now know where everything lives, and that is half the battle. Go click around for two minutes, then come back for the five calendar types.