Bookings
Mobile Calendar (Schedule Tab)
Manage the OpenChair mobile schedule with Day, Agenda, filters, drag-to-reschedule, and solo Week and Month overviews.
Last updated 6 August 2026
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. Solo venues receive Day, 3 Day, Week, Month, and Agenda
- Phone and iPad support drag-to-reschedule in Day view; iPad also has an Inspector panel, density toggle, and keyboard shortcuts
- Most common mistake: trying to drag from Agenda, 3 Day, Week, or Month; native drag-to-reschedule is available in Day view
- 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)
- For solo venues, scan a fitted Monday-to-Sunday Week or a six-row Month without horizontal scrolling
- 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 | Solo phone | Solo iPad | Team phone | Team iPad | What It Shows |
|---|---|---|---|---|---|
| Day | Yes | Yes | Yes | Yes | Single day, one column per staff member on a time grid |
| 3 Day | Yes | Yes | No | Yes | Three consecutive days side-by-side on a time grid |
| Week | Yes | Yes | No | No | A fitted Monday-to-Sunday time grid |
| Month | Yes | Yes | No | No | Six rows with two summaries per date and a +N count |
| Agenda | Yes | Yes | 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.
In a solo native or touch-only Week view, tap a weekday heading to open Day view; these compact summaries are not draggable or editable. Responsive web keeps booking selection and cross-day drag available in the fitted Week when a mouse or trackpad is present, even if browser zoom triggers the compact layout.
In Month view, tap any date to open Day view. Tap Back to month, or use Android Back, to restore the Month you came from.
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.
In Week view, the chevrons move seven days at a time. In Month view, they move one month at a time and keep the selected day number where possible.
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 Statuses filter pill is always visible in the filter bar. Tap it to filter by one or more booking statuses.
Available statuses: Pending, Confirmed, Arrived, Completed, Cancelled, No show, Blocked
Cancelled bookings are hidden by default so they do not cover reusable diary time. If the current calendar contains hidden cancellations, tap the [number] cancelled pill to reveal them. To keep them visible, open the display menu and turn on Show cancelled bookings. An existing visibility preference is preserved; kiosk and locked display calendars always hide cancelled bookings.
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 in the schedule workspace. It appears alongside the calendar when both areas fit. In a narrow iPad window it uses the schedule's full content area with a Back path, without opening a centred modal or navigating to another booking screen.
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 or swipe it to the right. If an editor has unsaved work, resolve the save or discard prompt before the booking changes.
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
This long-press flow works on phone and iPad. On iPad, pointer hover feedback can also highlight the empty slot before you press.
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 phone or iPad, open Day view, long-press an active booking block, and drag it to a new time slot. 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
Resize Booking Duration
On mobile, selected bookings can be resized when the appointment needs more or less time. Drag the Start-time resize handle or End-time resize handle on the selected booking, or open Adjust duration from the booking detail screen and tap Save duration.
Duration changes save in 15-minute steps, show Client not notified after success, and may ask for Confirm override if the new timing hits a soft scheduling warning. For full details, see Resize Booking Duration.
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", review Statuses, and reset resources to "All resources". |
| A cancelled booking disappeared | Tap the [number] cancelled pill, choose Cancelled in Statuses, or turn on Show cancelled bookings in the display menu. |
| I cannot drag a booking to a new time | Switch to Day view and check that the booking is active. Cancelled, completed, and no-show bookings cannot be dragged. You can also open the booking detail and tap Reschedule. |
| 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. |
Related Articles
Common questions
- How do I use the calendar on mobile?
- Open the Schedule tab in the tab bar. Tap a booking to view details, long-press an empty slot to create a booking or block out time, and use the filter bar to narrow by staff or status.
- Can I drag bookings to reschedule on my phone?
- Yes. In Day view, long-press an active booking and drag it to a new time. You can also open it and tap Reschedule for a guided move.
- 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.
- Where did my cancelled bookings go?
- Cancelled bookings are hidden by default so they do not cover reusable diary time. Tap the cancelled count to reveal them, choose Cancelled in Statuses, or turn on Show cancelled bookings in the display menu.