Scheduling

The Scheduling tools give you a visual, interactive view of your bookings across all resources. You can see who's booked where, move bookings by dragging and dropping, and take actions like confirming, completing, or marking no-shows — all without leaving the calendar view.


Resource Scheduler

The Resource Scheduler at /provider/schedule shows your resources as rows and bookings as coloured bars on a timeline. The view updates in real time as you navigate between days and months.

Page Layout

The scheduler page has four main areas:

  1. Toolbar at the top — navigation controls and filters
  2. Statistics cards — a quick snapshot of today's numbers
  3. Legend and toggle filters — colour key and what to show or hide
  4. The scheduling grid — resources as rows, time as columns

Toolbar Controls

Control What It Does
Previous / Next Move backward or forward in time
Today Jump back to the current day
Jump to Date Open a date picker to go to a specific day
Day / Month toggle Switch between a day view (hour-by-hour) and a month view (day-by-day)
Zoom slider Zoom in or out on the timeline (day view only)
Branch filter Show resources for a specific branch only
Resource type filter Filter by resource type (Staff, Room, Equipment, etc.)
Search resources Find a resource by name
Refresh Reload the schedule data
All Bookings Opens the full Bookings list page

Statistics Cards

Six cards at the top give you a snapshot:

Card What It Counts
Today All of today's bookings
Pending Bookings waiting for confirmation
Confirmed Approved bookings
Cancelled Cancelled bookings
Completed Finished bookings
No-Show Customers who didn't arrive

Legend & Filters

Each booking status has a colour:

Status Colour
Pending Amber
Confirmed Sky blue
Completed Emerald green
Cancelled Rose red
No-Show Grey

Below the legend, toggle checkboxes let you show or hide:

  • Show Cancelled — toggle cancelled bookings on/off
  • Show Completed — toggle completed bookings on/off
  • Show No-Show — toggle no-show bookings on/off

The Scheduling Grid

Resources appear as rows on the left. Bookings appear as coloured bars on the timeline.

  • Day view — columns show hours of the day (e.g., 08:00 to 20:00)
  • Month view — columns show days of the month

A resource that has no schedules configured yet shows no booking slots. See Resource Scheduling to set up availability.

Interacting with Bookings

View Booking Details

Click any booking bar to open a details modal showing:

Section What It Shows
Booking Info Booking number, date, time, status badge
Payment Total amount, amount due, payment status, payment mode
Customer Name, email, phone
Service Service name, duration, quantity
Resources Which resources were assigned and their time allocations
Add-ons Any add-ons and their resource assignments
Branch Branch name and city
Notes Customer or staff notes (if any)

From the modal, click Open Booking to go to the full booking detail page.

Drag-and-Drop Rescheduling

You can move a booking to a different time or resource by dragging it to a new slot:

  1. Click and hold a booking bar
  2. Drag it to the new time and/or resource row
  3. Drop it — the system checks if the new slot is available
  4. If available, the booking is moved
  5. If not, you'll see a message explaining why

{info} Drag-and-drop rescheduling requires the Can Move Bookings permission. Staff with restricted roles may not have this enabled.

Context Actions

Right-click or long-press a booking to see action options:

Action What It Does
Confirm Approve a pending booking
Complete Mark the booking as finished
No-Show Mark that the customer didn't arrive
Send Reminder Send an appointment reminder to the customer

Calendar View

The Calendar at /provider/calendar is a separate page with a calendar-based interface. It shows all your bookings in a traditional calendar format.

View Modes

Switch between four calendar views:

View What It Shows
Month Bookings arranged on a monthly grid
Week A week-by-week timeline
Day A single day's schedule
List A scrollable list view of upcoming bookings

Filtering

  • Branch filter — show bookings for a specific branch only

Booking Actions

Click any booking on the calendar to see detail options and action buttons for confirming, completing, marking no-show, or sending reminders.


Scheduler vs Calendar

Both tools show your bookings visually, but they serve different purposes:

Tool Best For
Resource Scheduler Managing resource allocation — seeing which staff member or room is booked at any given time, dragging bookings between resources, managing availability
Calendar A simpler, schedule-style view — seeing what's booked today/this week, filtering by branch, quick actions

Many providers use the Resource Scheduler during their day for operational management and the Calendar for customer-facing scheduling.


Related Pages

  • Resource Scheduling — set up availability windows for each resource
  • Resources — create and manage the resources shown in the scheduler
  • Services — link resources to services
  • Dashboard — view today's schedule from the dashboard