The Appointment Calendar in practice
Appointment Calendar in the sidebar (/dashboard/calendar) shows your day as a grid, one column per bookable calendar. This article is the reference for the page: every control, in the order you meet it. If you would rather read a walkthrough first, start with Using the calendar.
The link only appears when appointments, classes, events, or resources are switched on under Settings → Booking Settings → Booking models. Venues that take table bookings alone get Day Sheet in its place.
Appointment Calendar layout
Each bookable calendar is a column. Use the toolbar for date, view, filters, new booking, and walk-ins.
Day, Week, and Month
The button on the left of the toolbar shows the view you are in. Click it and choose:
- Day: one column per calendar, minute by minute. This is the only view with drag-and-drop, blocked time, and the Compact button.
- Week: a table with one row per calendar under the Team heading and one column per day. Classes and events for that week sit in a strip beneath it.
- Month: one cell per day, with a total and a coloured bar for each booking type. Navy is team appointments, amber is events, green is classes, grey is resources, and pale grey is bookings on a linked venue's calendars. Hover a day to read the breakdown and whether you are Open or Closed. Click a day to open it in Day.
The arrows either side of the date step by a day, a week, or a month to match the view. Click the date itself to pick another one. The same panel has From and Until boxes that set which hours the day grid draws.
Compact, in Day view only, shrinks the rows so a whole day fits one screen. It also hides the handle for changing a booking's length, so turn it off when you need to make an appointment longer or shorter. ResNeo remembers the setting.
Columns
Every column is a bookable calendar you created under Calendar Availability. Names and order come from there, not from this page.
If another venue shares its calendars with you, its columns sit alongside your own and carry the venue name. You can take a booking on them, but their bookings open read-only, and their slot menu has no Block time: blocks belong to the venue that owns the calendar.
Closed time on the grid
Bands cover the minutes outside someone's working time, and each one says why and when. The colour tells you whose time it is:
| Band | Colour | Means |
|---|---|---|
| Venue closed 18:00 to 20:00 | Pink | The business is shut, though that calendar would work |
| Hannah unavailable 08:00 to 09:00 | Blue | The business is open, but that calendar is not working |
| Hannah closed 18:00 to 20:00 | Grey | Both are shut, so the calendar's own closure is named |
| Closed 09:00 to 13:00 | Purple | A closure added for that calendar. The band shows the closure's Label, so it can also read Unavailable, or On leave when the Label is Other |
| Break | Amber | A recurring break on that calendar |
| Linked venue closed | Grey | A shared column whose own venue is shut |
The grid draws the widest span anything is open, so a calendar working 08:00 to 20:00 inside a venue open 09:00 to 18:00 still shows its whole day, with a stripe on each side.
Amended hours get no band of their own. The grid follows whatever hours apply to that date, so a day with amended hours looks like any other working day, with the stripes sitting outside the amended window.
Amend hours without leaving the grid
The clock button, just left of the view switcher, opens Amend hours.
- Admins choose Amend calendar hours (one calendar's weekly availability, breaks, and closures or amended hours) or Amend business hours (the whole venue's opening hours, closures and amended hours).
- Everyone else goes straight to calendar hours, and sees only the calendars they are allocated.
Either way it opens on the closures tab with the day you are looking at already picked, and the grid reloads when you close it. See Working hours, breaks, and closures for what each control does.
The Filter panel
Filter opens one panel with four parts. While anything is set, the button counts it: Filter (1), Filter (2), and so on. Your choices are remembered for that venue between visits.
- Calendars: tick All calendars, or just the ones you want. A calendar you personally manage is listed as Mine: followed by its name.
- Only calendars working on the selected day hides columns with no working hours on the date you are viewing. Day view only.
- Linked venues: tick All linked calendars, or pick columns venue by venue. This part only appears when your venue can link.
- Status: All statuses, Pending, Booked, Confirmed, Started, Completed, or No Show.
Reset filters, at the bottom, clears all four at once.
Beside the toolbar, four counters describe what is on the grid for the range you are viewing: On grid, Booked, Confirmed, and Completed. Cancellations and no-shows are left out of On grid.
Search, refresh, and undo
- The magnifier searches every client you have by name, phone number, or email, not just the day on screen. Each result offers Book and View.
- The circular arrow is Refresh. Beside it, a green dot means live updates are running and a yellow one means updates may be delayed while ResNeo reconnects. Nothing is lost either way: press Refresh if you want the grid now.
- Undo reverses your most recent time or duration change on the grid. It is greyed out when there is nothing to undo.
- New and Walk-in open the staff booking form. On a phone they shrink to a plus and a person icon.
Book, block, and move from the grid
Click an empty slot and a short menu opens:
- New appointment and Walk-in, with that calendar, date, and time already filled in.
- Resources, when a room or a chair sits on that column, listing Book and the resource's name. That opens the Book resource dialog.
- Block time, which opens a dialog with Start time, End time, a Duration that updates as you go, and Reason (optional). Click a block later and the same dialog reopens as Edit block.
Processing time (a wait where the client stays but you are free, such as colour developing) is free space on the grid. A wait in the middle of an appointment shows as a pale band on its card, and a wait at the end of a service, or after it, is not drawn at all: the card stops where you stop. Click either and the same menu opens, so you can book someone else into that time. The card's details never sit on the wait, and clicking it does not open the appointment it belongs to. A booking taken in that time looks like any other booking. In a visit with more than one service, each service is its own card, so a wait after the first service simply shows as space before the next card.
Buffer time is the opposite: turnover after a service that nobody can be booked into. It is drawn as a grey hatched band marked Buffer directly under the card (after any processing that runs on past the service), so you can see why those slots will not take a booking.
Press and hold a card to move it, or its bottom edge to change its length. Whether a card can be dragged depends on the booking, not on your role: Pending, Booked, Confirmed, and Started bookings move, while Completed, Cancelled, No Show, and resource bookings stay put. In a visit with several services, each service is its own card, marked 1/2, 2/2 and so on: move or resize one and the others stay where they are, even onto another calendar or day. If a service lands on another service of the same visit you see a note, and both are kept. To move the whole visit at once, use Modify in the booking panel. A staff move is never refused for being outside hours: drop a card past closing, onto a closed stripe, or over a break and it saves, with a note saying Moved outside opening hours. or Moved over a break. You can also double book on purpose: drop a card on top of another booking and it lands, with the two sitting side by side in the column. Only booked leave, a Block time you made by hand, a class or an event refuses a drop, and the outline turns red as you drag over one. Every move and every length change offers to tell the client afterwards, so read the follow-up steps in Using the calendar before you rearrange a busy day.
Dragging onto another venue's column
A booking cannot be transferred between two ResNeo accounts. Drag one onto a linked venue's column and a window opens saying so, with Book on (calendar)'s calendar. That opens the booking form for the other calendar with the client already filled in: choose the service and confirm, and ResNeo then asks Cancel the original booking?, offering Keep both or Cancel the original. Cancelling runs the normal route, so the client is told and any deposit follows that venue's cancellation rules.
Detail sheets
What opens when you click depends on what you clicked.
- An appointment opens the booking panel. It holds the client's name with Call, Email, and an icon that opens them in Contacts; the visit summary at the top (the time, each service with its price, the status, and what is owed); the status buttons; Modify; Cancel and No-Show; and the sections Notes, SMS / email guest, Compliance, Payments, Records, and Timeline.
- A class session opens Class session, with Bookings & guests: each guest, their contact details, deposit, and whether they are Checked in.
- An event opens the event sheet, with Ticket types and Bookings.
- A resource booking opens Resource booking, with Payment and Message guest.
A booking on a linked venue's column opens read-only.
When to use the list instead
The Appointments (or Bookings) list is the better tool when you want to sort, filter by Type, Calendar or Service, or tag and message several clients at once. See Managing the appointments list. The calendar is the better tool whenever the shape of the day matters: gaps, overlaps, and who is free at three o'clock.
Neither page exports anything. Every CSV lives under Settings → Reports.
Roles
Anyone who can sign in to the dashboard can open the calendar and work on it. There is no view-only mode and no separate permission for dragging.
A staff member who manages exactly one calendar starts with the grid filtered to it, and can tick All calendars in Filter to see the rest. Admins start on all calendars. Who manages what is set under Settings → Staff.
Common problems & fixes
| Problem | Likely cause | Fix |
|---|---|---|
| There is no Appointment Calendar in the sidebar | Every schedule booking type is off | Turn one on under Settings → Booking Settings → Booking models |
| The grid says No calendars yet | No bookable calendars exist | Add them under Calendar Availability |
| A column I expect is missing | It is unticked in Calendars, or Only calendars working on the selected day is hiding it | Open Filter and click Reset filters |
| A linked venue's columns are missing | Linked venues is set to individual columns, or the link is not active | Tick All linked calendars in Filter, then check the link under Settings → Linked Accounts |
| I cannot drag a card | The booking is Completed, Cancelled, No Show, or it is a resource booking | Reopen a completed booking first. Resource bookings are changed from their detail sheet |
| A card will not drop where I want it | Something that cannot be worked through is there: booked leave, a hand-made block, a class or an event | Move or remove that first. Another booking, a break and closed time never refuse a drop |
| Nothing has updated for a while | The live dot is yellow, so the connection dropped | Press Refresh. It reconnects on its own too |
| The month cells look empty | Nothing is booked, or a status filter is hiding it | Hover a cell to read the day, then clear Status in Filter |