Using the calendar

Using the calendar

The Appointment Calendar is your day as a grid, one column per person or room. It is where you see what is happening now, move things, and block out time.

Before you start

• Open Appointment Calendar from the sidebar.
• On a phone the toolbar shows icons instead of words. New is the plus, Walk-in is the person.

Find your way around

1. Use the view selector (it shows the current view, such as Day) to switch between Day, Week, and Month.
2. Move through dates with the arrows, or jump back with Today.
3. Use Filter to hide calendars or statuses you do not need.
4. In Day view, Compact shrinks the rows so the whole day fits on one screen.

Good to know: Compact is ideal on a tablet, but the handle for changing a booking's length is hidden while it is on. Turn Compact off when you need to make an appointment longer or shorter. ResNeo remembers the setting, so if the handle is missing tomorrow, check Compact.

Take a booking from the grid

1. Click an empty slot in the column you want. A short menu opens.
2. Choose New appointment, or Walk-in for someone standing in front of you.
3. The form opens with that time and that person already filled in.

Block out time

Keep a slot free for a delivery, a break, or a chair that is out of action.

1. Click the empty slot where the block should start.
2. Choose Block time.
3. Set the end time and add a reason so your team knows what it is for.
4. Save.

Nothing can be booked over blocked time, online or by you. Drag it to move it, or open it to change or remove it.

Move a booking by dragging

1. Press and hold the grip on the left of the card until it lifts.
2. Drag it to a free slot. A blue outline means it will land, red means something is already there.
3. A bar appears on the booking reading Notify in 60s, with Notify now, Skip notify, and Undo.

Warning: silence means send. Walk away from that bar and the client is told about the change automatically when the countdown ends. If you are only tidying your own diary, tap Skip notify before it runs out. Closing the booking's details also stops it.

Good to know: dragging outside your opening hours is allowed. You will see a note that it moved outside opening hours, not a refusal.

Move a booking to an exact time

Dragging moves in one-minute steps, which is fiddly on a tablet. When a client is on the phone, use the form.

1. Click the booking, then click Modify.
2. Change the service, the person, the date, the time, or the duration.
3. Click Save changes. It stays greyed out until the new slot is free.

Warning: saving here tells the client straight away, by email or text, with no option to skip. To move something quietly, drag it on the grid and tap Skip notify.

Cancel a booking, or mark a no-show

The buttons on a card only move a booking forwards. To cancel or mark a no-show, open the booking first, then use Cancel or Mark No-Show.

Warning: if the client paid a deposit and you cancel while still inside that booking's cancellation window, ResNeo refunds them automatically. Past the window nothing is refunded. If the refund itself fails, the booking is not cancelled and you will be told so.

No-show has a waiting time. You cannot mark a no-show until your grace period has passed. That is set in Settings, then Profile, and is 15 minutes for most businesses.

How a booking moves along

A booking starts Pending or Booked, and you move it on as the day goes: Confirmed, then Started when they sit down, then Completed.

• Completed can be reopened.
• No Show can be put back with Undo No-Show.
• Cancelled is final. A cancelled booking cannot be brought back, so take the booking again.

Arrived is not a status. It is a separate marker you can tap when someone walks in, and it disappears once you start them.

Find a client without leaving the calendar

1. Tap the magnifier in the toolbar.
2. Type at least two characters of a name, phone number, or email.
3. Tap Book to start a booking with their details filled in, or View to open their record.

It searches every client you have, not just today.

Common problems & fixes

Problem	Likely cause	Fix
I cannot click a slot that looks empty	Something already holds it: a booking, blocked time, a class, an event, or the buffer after the previous service	Check the booking above it. If it has a buffer, that protected time is not bookable
There is no grip on the left of a card	The booking is Completed, Cancelled, No Show, or it is a resource booking	Only running bookings can be dragged. Reopen a completed one first
The drop area turns red	Something is already in that slot	Drop where the outline stays blue, or move the other booking first
A booking I know exists is not on the grid	A calendar or status filter is on, or the timeline is set to a narrow range	Open Filter and clear it. ResNeo remembers these between visits
The card has no buttons at all	It is cancelled, a no-show, or a resource booking	Open the booking for the full set of actions
A short booking is missing some buttons	There is not room on a small card	Click the booking to open it and get all of them
A cancelled booking vanished	Cancelled bookings are hidden on purpose	Find it on the bookings list with the Cancelled filter. You can read it, but not restore it
A booking moved and I did not move it	Clients can reschedule themselves from their confirmation link	Check the booking's history, and turn that off in your booking settings if you prefer

Next steps

• Using the bookings list
• Taking a booking
• Your contacts (CRM)