What it does. The calendar shows a month of your events at a time, colored by where each one stands. It’s the fastest way to see whether you can take a date before you say yes on the phone.
When you’d use it. A client asks about the 20th and you need to know what’s already on that day. Or you’re deciding whether to hold a tentative booking that’s blocking a better one.
How to open it
Click Calendar in the top navigation. It opens on the current month.
Reading the colors
Every entry carries a colored dot for its status:
| Dot | Status |
|---|---|
| Purple | Inquiry |
| Amber | Tentative |
| Blue | Confirmed |
| Green | Completed |
| Red | Cancelled |
| Gray | Note, which isn’t an event at all |
Each entry shows its time range, the event name, and the client. A day with three purple dots and no blue is a day you haven’t actually booked yet.
Moving around
The month name sits above the grid with three links next to it:
- Previous goes back a month.
- Today returns to the current month.
- Next goes forward a month.
Opening something
Click an event and it opens in full. Click a note and it opens for editing right there on the calendar.
Adding to the calendar
Two buttons sit in the top right:
- Create new event starts a normal event, which then shows up on its date.
- Add note puts a reminder on a day without creating an event. Good for a staff meeting, a delivery, or a holiday closure.
What you’ll see. Anything you add appears on its date in the right color, and the same events show up on your dashboard and events list.