Switch calendar views
The calendar defaults to Week view. To change it:- Click the view selector dropdown in the top-right corner of the calendar.
- Choose Day, Week, Month, or Agenda.
On mobile, only Day and Agenda views are available.
Navigate dates
- Click Today to jump back to the current date.
- Use the back/forward arrows to move by day, week, or month.
- Click the date heading to open a date picker and jump to a specific date.
Show or hide item types
The left sidebar lets you toggle what appears on the calendar.| Item | Color |
|---|---|
| Events | Indigo (solid) |
| Quotes (unbooked leads) | Indigo (dashed border) |
| Blocked dates | Slate |
| Invoice due dates | Rose |
| Tasks | Amber |
| Scheduled payments | Teal |
| Quote expirations | Slate |
Filter by location, staff, or resource
In the Filters section of the left sidebar:- Select one or more locations to scope the calendar.
- Use Staff and Resources filters to narrow further — these are faceted by the locations you selected.
- Click Clear all to reset all filters.
The location filter only appears if you have multiple locations set up.
Block out dates
- Click Block out dates at the top of the left sidebar.
- Fill in the date range and reason.
- Save. The blocked period appears on the calendar in slate.
Open item details
Click any calendar item to see its details.| Item type | What happens |
|---|---|
| Booked event | Opens a detail slideover |
| Quote | Navigates to the quote detail page |
| Blocked date | Opens slideover to view or delete |
| Task, invoice, payment, or quote expiry | Opens a detail slideover |

