Bookings
Mobile Calendar (Schedule Tab)
Last updated 15 April 2026
Mobile Calendar (Schedule Tab)
The Schedule tab is your full appointment calendar on mobile, view your day, manage bookings, filter by staff or status, and create new appointments, all from your phone or tablet.
TL;DR
- The Schedule tab is the mobile calendar. Day and Agenda views on phones, plus 3 Day on iPad
- iPad has drag-to-reschedule, an Inspector panel, density toggle, and keyboard shortcuts; phones do not
- Most common mistake: trying to drag bookings on a phone, this only works on iPad
- On a phone, tap the booking and use the Reschedule button in the booking detail screen
Overview
The mobile calendar lets you:
- View your day in a time grid (Day view) or as a list (Agenda view)
- Navigate forward and back through dates, or jump to any date with the date picker
- Filter the calendar by staff member, booking status, and resource
- Tap a booking to view details or take quick actions
- Long-press an empty time slot to create a new booking or block out time
- See waitlist activity and act on it without leaving the calendar
- On iPad: view three days at once, drag bookings to reschedule, and inspect bookings in a side panel without leaving the calendar
Opening the Calendar
Tap the Schedule tab in the tab bar at the bottom of the screen (phones) or in the vertical rail on the left (tablets). The calendar opens on today's date in Day view.
Choosing a View
Tap the view selector pill in the top-left corner of the toolbar to change the view. The pill shows the current view name with a down arrow (e.g., "Day ▾").
A sheet appears with two sections: View and Density (density is iPad only, see iPad-Specific Features).
Available Views
| View | Phone | iPad | What It Shows |
|---|---|---|---|
| Day | Yes | Yes | Single day, one column per staff member on a time grid |
| 3 Day | No | Yes | Three consecutive days side-by-side on a time grid |
| Agenda | Yes | Yes | Chronological list of bookings grouped by time |
In Day view, each staff member has their own vertical column with a coloured header showing their initials and first name.
Navigating Dates
| Action | How |
|---|---|
| Move one day forward or back | Tap the › or ‹ chevron buttons in the toolbar |
| Jump to a specific date | Tap the date label (e.g., "Mon 24 Mar") to open a date picker |
| Return to today | Tap the "Today" button, it appears next to the date label whenever you are not viewing today |
The date label appears in your venue's primary colour when you are viewing today's date.
In 3 Day view, tapping the chevrons moves three days at a time instead of one.
Filtering Your Schedule
A row of filter controls appears below the toolbar. These let you focus on a subset of bookings without affecting what other team members see.
Staff Filter
If your venue has more than one staff member, a row of name pills appears. Tap a staff member's first name to show only their bookings. Tap the same name again (or tap "All") to return to showing everyone.
On iPad, you can also tap a staff column header in the Day view to filter to that person.
Status Filter
A status filter pill (defaults to "All statuses") is always visible in the filter bar. Tap it to filter by a specific booking status.
Available statuses: Pending, Confirmed, Arrived, Completed, Cancelled, No show, Blocked
Resource Filter
If your venue uses resources (rooms, chairs, equipment), a resource filter pill appears. Tap "All resources" to filter by a specific resource or select "No resource" to show unassigned bookings only.
Waitlist Pill
When clients are on the waitlist, a "Waitlist [number]" pill appears in the filter bar (up to "Waitlist 99+"). Tap it to open the waitlist drawer, where you can send offers or book directly into matching gaps.
Tip
The waitlist pill only appears when there are active entries. If you do not see it, your waitlist is currently empty.
Reading Booking Blocks
Each booking appears as a coloured block on the time grid showing the customer name, service name, and duration. A coloured left border indicates the booking status:
| Status | Left Border |
|---|---|
| Pending | Amber, dashed border, muted background |
| Confirmed | Staff's calendar colour |
| Arrived | Blue/purple accent |
| Completed | Green accent, slightly faded |
| Cancelled | Red-tinted background |
| No show | Red background |
Small icons on the booking block show payment status:
| Icon | Meaning |
|---|---|
| Green checkmark "Done" | Paid in full |
| Red dollar sign "Unpaid" | Balance remaining |
| Green dot | Deposit captured |
| Warning triangle | Deposit expired |
| "AI" star | Booking created through an AI-assisted booking flow |
Current Time
When viewing today, a red line across the calendar marks the current time. If you have scrolled past it, a floating "Now" badge appears in the corner, tap it to scroll back to the current time.
Viewing and Managing a Booking
On a Phone
Tap a booking block to navigate to the full Booking Detail screen. This shows the customer's contact details, service breakdown, assigned staff member, payment status, notes, and action buttons.
Long-press a booking block to open a quick action sheet with:
- "Mark as arrived" (for pending or confirmed bookings)
- "Mark as complete" (for confirmed or arrived bookings)
- "View details": opens the full booking detail screen
On an iPad
Tap a booking block to open the Inspector Panel alongside the calendar. The panel slides in from the right and shows the full booking detail without navigating away from the calendar.
From the inspector you can:
- Update the booking status with quick action buttons (Arrived, Ready to Start, Completed)
- View and edit notes
- Check payment and deposit status
- Open consultation form submissions
To close the inspector: tap the ✕ button in the top-right corner of the panel, or swipe the panel to the right. Tapping an empty area of the calendar behind the panel also closes it.
Creating a Booking
Long-Press an Empty Time Slot
Long-press any empty time slot on the calendar to open a sheet titled "[Staff Name] · [Time]" with two options:
- "New booking": opens the new booking form pre-filled with that staff member, date, and time
- "Block out time": creates a block for breaks, training, or personal tasks
iPad Keyboard Shortcut
On iPad with a connected keyboard, press Cmd+N to open a blank new booking form at any time.
Blocking Out Time
- Long-press an empty time slot on the calendar
- Tap "Block out time"
- Confirm or adjust the start time and end time in the form that opens
- Optionally add a label (e.g., "Lunch", "Training")
Blocked time appears as a grey block on the calendar. For full details, see Blocking Out Time.
iPad-Specific Features
Inspector Panel
Tapping a booking opens a 380 to 480px panel on the right side of the calendar. The calendar grid adjusts its width to accommodate the panel, you can browse the calendar and inspect bookings at the same time.
3 Day View
Available on iPad only. Shows three consecutive days in a side-by-side time grid with a shared time gutter on the left. Use the chevron buttons to advance or retreat three days at a time.
Drag-to-Reschedule
On iPad, long-press a booking block and drag it to a new time slot to reschedule. The block snaps to 15-minute intervals.
- If the new time is outside the staff member's working hours, a confirmation sheet asks whether to override
- Hard conflicts (another booking occupying the same slot) are blocked
- Drag-to-reschedule is not available for cancelled or completed bookings
Density Toggle
Tap the density toggle icons in the toolbar to switch between:
| Density | Effect |
|---|---|
| Comfortable (default) | Taller time slots, shows full service names and details on booking blocks |
| Compact | Shorter time slots, fits more hours on screen, abbreviated booking block details |
The density preference is saved per venue and persists across sessions.
Keyboard Shortcuts (iPad)
| Shortcut | Action |
|---|---|
| Cmd+N | New booking |
| Cmd+Z | Undo last change |
| Cmd+1 | Go to Today tab |
| Cmd+2 | Go to Schedule tab |
Waitlist (iPad)
Tap the "Waitlist" button in the toolbar to open a waitlist overlay sheet. It shows pending entries grouped by status. Where waitlist entries match available gaps in the calendar, the matching time slots are highlighted with a translucent overlay. Tap an entry and select "Book directly" or "Send offer".
Role Access
| Role | What They See |
|---|---|
| Owner / Manager | All staff columns and all bookings across the full team |
| Staff | Their own column only |
Troubleshooting
| Issue | Solution |
|---|---|
| No staff columns appear on the calendar | At least one team member must be active and rostered for the day you are viewing. Go to More → Team to check. |
| Bookings are missing | Check the filter bar, you may have a specific staff member, status, or resource selected. Reset staff to "All", status to "All statuses", and resource to "All resources". |
| I cannot drag a booking to a new time | Drag-to-reschedule is only available on iPad, and only for active bookings (not cancelled, completed, or no-show). On a phone, open the booking detail and tap "Reschedule" instead. |
| The "Today" button is not visible | The "Today" button only appears when you are viewing a date other than today. If it is not visible, you are already on today's date. |
| Calendar is not refreshing | Pull down on the calendar to force a refresh. A stale data warning (e.g., "5m ago") appears in the toolbar on iPad when data has not refreshed recently. |
| Long-press is not working | Ensure you are pressing and holding for at least half a second. If a booking block is covering the slot you want, try a slot in a different column or view. |
FAQ
How do I use the calendar on mobile?
Open the Schedule tab in the tab bar. Tap a booking block to view details and manage the appointment. Long-press an empty time slot to create a new booking or block out time. Use the filter bar below the toolbar to narrow bookings by staff member, status, or resource.
Can I drag bookings to reschedule on my phone?
No. Drag-to-reschedule is only available on iPad. On a phone, tap the booking block to open the Booking Detail screen and tap Reschedule to move the appointment to a new time.
How do I filter the mobile calendar by staff member?
Tap a staff member's name pill in the filter bar below the toolbar. Tap the same name again or tap "All" to return to showing all staff. On iPad, you can also tap a staff column header in the Day view to filter to that person.
What extra features does iPad have over phone?
iPad has 3 Day view, drag-to-reschedule (long-press a booking and drag to a new slot), a density toggle (Comfortable or Compact), the Inspector Panel (full booking detail alongside the calendar), and keyboard shortcuts including Cmd+N for a new booking and Cmd+Z to undo.