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Calendar Overview & Views
Calendar Overview & Views

Learn how to use the calendar interface to view, manage, and track your activities and bookings efficiently.

Updated over 2 weeks ago

The Calendar serves as your central hub for managing all activities and bookings on the Buddy Booking Platform. Whether you prefer a daily, weekly, or monthly view, the calendar provides powerful tools to organize and track your business operations effectively.

Understanding Calendar Views

The calendar interface offers four flexible viewing options to match your management style and needs:

  1. Day

  2. Week

  3. Month

  4. Schedule (List)

Day View

Perfect for detailed daily planning:

  • See all activities scheduled for a specific date

  • Track hourly schedules and time slots

  • Manage same-day bookings efficiently

  • Monitor staff assignments

  • Handle last-minute changes

Week View

Ideal for short-term planning and coordination:

  • Overview of the entire week's schedule

  • Track multiple days simultaneously

  • Identify busy periods and gaps

  • Plan resource allocation

  • Balance activity distribution

Month View

Best for long-term planning and pattern analysis:

  • Comprehensive monthly overview

  • Spot scheduling patterns

  • Plan seasonal activities

  • Track booking trends

  • Manage recurring events

Schedule View

Switch to Schedule View for a different perspective:

  • Chronological activity organization

  • Compact information display

  • Quick scanning and sorting

  • Detailed data columns

  • Enhanced filtering options

Navigating the Calendar

The calendar offers intuitive navigation tools to help you find and manage activities efficiently:

Basic Navigation

  • Use the Today button to instantly return to current date

  • Click left/right arrows to move between time periods

  • Select specific dates from the date picker

  • Switch between Schedule/Day/Week/Month views as needed

  • Use the Month dropdown for quick navigation

View Customization

Tailor your calendar view for optimal workflow:

  • Set your preferred default view

  • Adjust time slot display

  • Configure week start day

  • Customize color coding

  • Save view preferences

Activity Filtering

Powerful filtering options help you focus on specific aspects of your operations:

Booking Status Filters

Filter activities based on their booking state:

  • No Bookings: Activities with zero bookings

  • Partially Booked: Some slots still available

  • Fully Booked: All slots reserved

  • Overbooked: Exceeding standard capacity

  • Cancelled: Activities no longer available

Activity Type Filters

Organize by activity categories:

  • Tours: Short-duration experiences

  • Courses: Training programs

  • Trips: Multi-day adventures

  • Custom filters based on your offerings

Additional Filters

Refine your view further with:

  • Activity name search

  • Team member assignments

  • Location-based filtering

  • Publishing status options

  • Multiple filter combinations

Understanding Activity Cards

Each activity appears as an interactive card providing essential information at a glance:

Visual Indicators

Activity with various states have distinguishable characteristics such as different shades of the activity card indicate whether the activity availability is partially or fully booked, diagonal stripes indicate cancelled activity. Color coding and visual cues show:

  • Activity Types

  • Booking status

  • Availability level

  • Special conditions

  • Past/future activities

More information about the visual indicators are available here.

Card Information

Quick-view details include:

  • Activity name

  • Time and duration

  • Available/booked slots

  • Location details

  • Team assignments

  • Booking status

Card Actions

Access key functions directly:

  • View activity details

  • Manage bookings

  • Access manifest

  • Update settings

  • Send messages


Frequently Asked Questions

Calendar Navigation

Q: How do I quickly find a specific date?

A: Use the date picker by:

  • Clicking the current date display

  • Selecting month and year

  • Choosing the specific date

  • Using arrow keys for navigation

  • Clicking Today to return to current date

Q: Can I customize my default calendar view?

A: Yes, you can:

  • Set preferred view (Day/Week/Month)

  • Adjust week start day

  • Apply desired filters

Activity Management

Q: How do I identify different activity states?

A: Activities use visual indicators:

  • Color coding for activity types

  • Shading for booking status

  • Icons for special conditions

  • Diagonal stripes for cancelled activities

  • Faded appearance for past activities

Q: What actions can I take directly from the calendar?

A: Quick actions include:

  • Viewing activity details

  • Adding new bookings

  • Accessing manifests

  • Managing settings

  • Sending messages

  • Updating availability

Filtering and Organization

Q: How can I find specific activities quickly?

A: Use multiple filtering options:

  • Search by activity name

  • Filter by activity type

  • Sort by booking status

  • Filter by team member

  • Combine multiple filters

  • Use the list view for scanning

Q: Can I save my filter preferences?

A: Currently you need to:

  • Set filters each session

  • Use most relevant filters first

  • Clear all filters with reset

  • Switch between views as needed

Troubleshooting

Q: Why can't I see some activities?

A: Check these common issues:

  • Active filters limiting view

  • Incorrect date range selected

  • Publishing status filters

  • View mode restrictions

  • Past activity settings

Q: What if an activity appears in the wrong time slot?

A: Verify the following:

  • Activity time settings

  • Time zone configuration

  • Calendar view settings

  • Activity duration setup

  • Schedule configuration

Best Practices

Q: How should I organize my calendar effectively?

A: Follow these tips:

  • Use consistent color coding

  • Apply relevant filters

  • Regular view updates

  • Monitor booking status

  • Track team assignments

  • Maintain accurate schedules

Q: What's the best way to monitor booking status?

A: Implement these strategies:

  • Regular calendar checks

  • Use status filters

  • Monitor capacity alerts

  • Track booking patterns

  • Review daily summaries

  • Set up notifications

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