View and filter the calendar

You can look at the Agenda in several ways. Your view, colour, zoom and whether you see the scheduled or the whole team, Saloon remembers for you on this device. Your colleagues keep their own choice.

Day, 3 days, week or month

• Day: a column per team member. On a phone or a tablet held upright, you can also add resources as columns here with Team & resources.
• 3 days and Week: the days side by side for one team member. Switch team member with the list at the top or the team list beside the calendar.
• Month: an overview of the whole month. Click a day to open it in the day view.

Pick the view at the top right, next to the refresh button. Today and the arrows let you browse, and clicking the date opens a calendar. On a phone, swipe left or right to change day.

Choose which team you see

In the day view, click the team button. Scheduled team shows who has working hours that day, plus anyone with an appointment that day. Whole team shows everyone at the location. You can also tick individual team members on or off. If you have more than one location, pick the location at the top left.

Colour and zoom

1. In the calendar, click the Calendar settings cog.
2. Under Colour by, choose Status, Team member, Service category or Resource.
3. Under Calendar zoom, slide between Extra small and Large.
4. Switch Show quick actions in calendar on or off. On means: clicking an empty slot opens a menu to add an appointment or blocked time.
5. Click Apply changes.

The first time you open the calendar on a device, it colours by the Colour source for appointments the salon sets under Settings › Planning › Time and agenda. After that the calendar remembers the colour it shows; pick another one under Colour by.

Filter

Click the filter icon and in All filters choose by Appointment status, Type, Channel, Payment status, Services, Appointment creation date, Favourite team member or Customer segments. Click Apply. Active filters show above the calendar, with the button to clear them. If you use the same filters often, choose Save as new filter set.

On a phone

You open it with Calendar in the bar at the bottom. The Calendar views menu sits at the top left. In it you choose the view and find All filters, Waitlist, Personal calendar settings, Team & resources, Today and Refresh. At the bottom right there is a button for Team & resources.

Frequently asked questions