Using the Calendar

Overview

The Calendar provides a visual view of all scheduled jobs. You can see daily, weekly, or monthly schedules and quickly identify gaps or conflicts in your team's workload.

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Accessing the Calendar

Navigate to Operations > Calendar from the sidebar menu.

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Calendar Views

Switch between different views using the buttons in the top right:

View	Best For
Month	Overview of the entire month, seeing job distribution
Week	Planning the week ahead, checking team availability
Day	Detailed view of a single day's schedule with times

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Understanding Calendar Events

Jobs appear as colour-coded blocks on the calendar:

Each event shows the client name and time. Click on any event to view full job details.

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Creating Jobs from Calendar

To add a new job directly from the calendar:

1. Click on any date in the calendar
2. The new job form will open with that date pre-selected
3. Fill in the job details
4. Save the job

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Drag and Drop Rescheduling

To quickly reschedule a job:

1. Click and hold on a job event
2. Drag it to the new date
3. Release to drop the job on the new date
4. Confirm the change when prompted

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Filtering the Calendar

Use filters to focus on specific jobs:

• By Team Member - See jobs for specific staff
• By Client - View all jobs for one client
• By Status - Show only scheduled, completed, etc.

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Navigating Dates

Move through the calendar using:

• Arrow buttons - Go to previous/next month, week, or day
• Today button - Jump back to today's date
• Date picker - Click on the current date display to select a specific date