Calendar
Last updated
Last updated
The BookIt plugin also has the section called calendar (follow BookIt Calendar > Calendar).
On this page, you can navigate the actual calendar and look through all the appointments.
Let's take a closer look at the calendar features and sections.
At the top of the Calendar located the filter area.
You can apply filters to display appointments by service, staff, or by the status of the appointment. Select the service or staff you want to see the booking.
Sorting will be done by service from the list of existing services (if not selected, all services will be reflected)
Also, you can set the auto-refresh time for the calendar. The calendar will automatically refresh and display new appointments if there was made:
When the page is refreshed, the previously specified options in the filter will be saved.
In the next coming section, you can find: 1) the calendar type switcher, where you can toggle between Day, Week, and Month calendar types:
2) Date control dropdown list, where you can switch between days, weeks and month according to the active calendar type:
3) Detailed View button. Turn on it to display the full information about the services provided:
4) Today button - returns the calendar to the current date, week, and month according to the selected calendar date.
As mentioned above there are three calendar display types: Day, Week, and Month.
Now let's walk through them:
The Day Calendar type displays the appointments that were requested on the selected date.
On the top of the Calendar (that marked with red line) displays the division by staff. On the left side (marked as a green line) located the hours.
If there are more than seven staff members, then the list of employees displays as a slider.
In the Calendar the current hour will be marked with a yellow line:
The Week Calendar type splits the calendar by days of the week. The current day will be highlighted:
On the top of the Calendar (that marked with a red line) displays the division by days of the week. On the left side (marked as a green line) located the hours.
To move to next/previous week use the Date dropdown list or the arrows near it:
The Moth Calendar type displays one month's days on the calendar. The current day will be highlighted:
On the top of the Calendar (that marked with a red line) displays days of the week.
To switch between the month use the Date dropdown list or the arrows near it:
On the Calendar, the appointments with all the statuses (Approved, Pending, Rejected) will be displayed
The appointments with the Pending status highlighted in transparent yellow. The Approved and Rejected statuses of appointments are highlighted in transparent blue. Also, the Rejected appointment will be crossed out as on the above screenshot.
When you click on an appointment a popup with the appointment information opens:
The appeared pop-up displays the customer's info as a name, contact phone, and email. Also, you can see the Staff member performing the service, the service price and its payment type, and the ID of the current appointment.
Moreover, you can Approve or Reject, or approve the rejected appointment right on the info pop-up (lined with the green line). On the right corner of the pop-up (highlighted in red) located the Delete and Edit buttons.
Click the Delete button to remove the appointment from the system. Before deleting you will get the pop-up modal to confirm the deletion. Before deleting you can send a notification to the Customer and Staff member to inform them about the deletion.
Hit the Edit button to change the appointment details and payment options:
