The diary on your phone

Read your day on the Calendar tab, switch between Day, Week and Month, add a booking or a block from a slot, and drag an appointment to a new time.

The diary on your phone

The Calendar tab is the app's home. It shows the same diary as the web dashboard, laid out for a phone screen, and it is where most of your day happens.

The app has four tabs along the bottom: Calendar, Appointments, Contacts and More.

Step 1: Choose your view

At the top of the Calendar tab is a row of three buttons: Day, Week and Month.

Day is one day as a grid, with time down the side. This is the view you will live in.
Week shows a week. If you are looking at one person, you get their week hour by hour. If you have picked All, you get a grid of everyone against the seven days, which is a read-only overview. Tap a day heading or a cell to drop into that day.
Month is a whole month of squares, with a dot pattern and a count on each day, and Open or Closed on quiet days. Tap any day to open it in Day view.

Under the view buttons:

The arrows step back and forward. They move a day, a week or a month, depending on the view.
The date in the middle is a button. Tap it to open a month picker and jump to any date. That panel also holds the From and Until boxes that set which hours the grid shows.
When you are not on today, a Today pill appears next to the date. Tap it to come back.
You can also swipe the grid sideways to move a day or a week at a time.

Step 2: Fit more on the screen

In Day view, the button that looks like two arrows squeezing together is Compact day rows, fit the whole day on one screen. Tap it to squash the grid so the whole working day fits without scrolling, and tap it again to go back to normal spacing.

Step 3: Pick which calendars you see

Under the date is a row of chips you can scroll sideways.

On a phone in Day or Week view, the chips pick one calendar at a time. Tap a person's name to see just them, or tap All to see everyone side by side. The All chip carries the day's total, and each person's chip carries their own count.

On a larger screen in Day view, the chips become a filter instead. Every highlighted chip is a column you can see, so you can show one person, a few, or everybody:

All puts every column back.
Working today (it reads Working this day on any other date) hides the columns of people who are not down to work.
Each person, and each linked venue that shares its calendars with you, has its own chip.

If a calendar is not scheduled to work on the day you are looking at, a line above the grid says so: "Not scheduled to work this day, tap a slot to book anyway or block time."

Step 4: Add something to the diary

Tap an empty slot in the grid. A panel opens headed Add at and the time you tapped, offering:

New booking, which opens the booking form with that date, that calendar and that time already filled in.
Walk-in, which opens the same form set to a walk-in, starting at the slot you tapped.
Block time, for lunch, a meeting or anything else that is not a booking.
Book a resource, followed by a button for each resource that sits on that column, if you have resources set up.

The round + button at the bottom right does the same thing without a slot. It offers New booking and Walk-in, starting from now.

Blocking time out

Choosing Block time opens Add time block. Set Start and End (both in 24-hour form, like 09:00), add a Reason (optional) such as "Lunch break", and save. Tap an existing block to open Edit time block, where you can change it or delete it. Deleting asks you to tap twice, so a stray tap cannot wipe a block by accident.

Step 5: Work a booking from its bar

Each booking is a coloured bar. Tap it to open a summary panel, with a button in the corner to open the booking full screen.

When a bar is tall enough, it carries up to two small buttons in its bottom-right corner. They change with the booking's status:

Pending: Arrived and Accept.
Booked or Confirmed: Arrived and Start.
Started: Undo and Complete.
Completed: Reopen.

Once someone has arrived, the Arrived button becomes Clear, in case you tapped it by mistake. Cancelled and no-show bookings carry no buttons.

A booking of several services is not one bar. Each service gets its own bar, in its own colour for its own status, marked with a small 1/2, 2/2 and so on so you can see it belongs to a visit. The buttons act on that service alone, so a colour can be finished while the cut has not begun, and finishing one does not change the others. A service that is complete stays in the visit rather than disappearing from it. A group booked together, several people at one time, still acts as one.

Step 6: Move a booking by dragging

Press and hold the bar for about half a second. The phone gives a small buzz and the bar lifts.
Keep your finger down and drag up or down to a new time. Drag sideways to move it onto another person's column when several columns are on screen.
Let go. The booking lands on the nearest slot.

To change how long a booking runs, start your hold on the bottom edge of the bar instead, then drag down to lengthen it or up to shorten it.

The half-second hold is deliberate: it means an ordinary tap or a scroll never moves anything.

You can drag a booking onto any calendar at your venue, whoever you are. Being a team member rather than an admin does not limit this: the calendars assigned to you decide what you can set up, not whose bookings you can move.

Dragging onto another venue's column

If your venue is in a live collective and you drag a booking onto a calendar at one of the other venues, it moves there in one step. A panel asks Move this booking to that venue, tells you the calendar, the venue and the time, and says the price stays the same, the booking comes off your diary, and the client gets one message with the new details. Tap the Move to button to go ahead, or Not now.

Some bookings cannot move that way, and the panel says which and why: a deposit, a card hold, a payment already taken, completed forms, or a booking that is part of a visit or a group.

If the other venue is simply linked to yours rather than in a collective with you, a booking cannot cross between the two accounts. The panel explains that and offers to book the client afresh on that calendar, then to cancel the original for you once the new booking is made.

Step 7: Decide whether to tell the guest

After you move a booking to a new time, a panel appears headed Booking moved (or Visit moved for a multi-service visit), asking whether to let the guest know:

Notify and the guest's name sends them the new time.
Don't notify changes the diary quietly.
Undo change puts the booking back where it was.

If you only changed the length, no panel opens. A short message appears at the top saying Duration updated, or Service length updated when it was one service of a visit, with Undo on it. The guest is not told, because the start time has not moved.

You get the same panel when you move a booking on a venue you are linked with, as long as the link lets you edit their bookings. The message goes out from that venue, in their name, not yours.

Undo change is the app's only undo for a drag, so use it there and then if the move was a mistake.

Reading the shape of a booking

A bar is not always a plain block.

Processing time, a wait where the client stays but you are free, is drawn as a gap in the bar, with the pieces either side rounded off. You can tap that gap and book someone else into it.
Processing that runs past the end of the service carries on after the bar, in the same way.
Buffer time, the turnover nobody can be booked into, sits under the bar as its own band.
Closed time is shaded, and says why: the venue is shut, that calendar is not working, or someone is on leave.
A day with amended hours has no band of its own. The grid simply follows the hours that apply to that date.

Step 8: The Today overview

The sun button in the toolbar, Open Today overview, opens a screen called Today. It is the phone version of the web dashboard home:

A greeting with today's date, and Calendar and All appointments buttons.
A setup checklist while your venue is still being set up (admins only). Optional steps carry a Not now.
Tiles for Today, Confirmed, Arriving soon and Next up.
A New bookings card: how many bookings were made Today, This week or This month, which is a different question from how many are on the diary. Admins can tap through to the full report.
Any alerts that need your attention.
A seven-day forecast.
Today's appointments, a list you can tap straight into.

You can also reach it from More → Today.

The banner above the tabs

Admins sometimes see a strip at the very top of the app, above the four tabs, listing anything waiting on an answer. Each line has its own button:

{Venue} wants to link with your venue, with Review request.
The same with a collective attached, when they want to share a booking page too.
Waiting for {venue} to review your link request, with View request.
{Venue} proposed a permission change to your link, with Review change.
{Venues} joined {collective}. Two short steps make your shared booking page live, with Continue setup.
A line saying the host is setting up the services and the shared booking page and nothing is needed from you yet, with View collective.

Dismiss for 24h hides a line for a day on that phone. It comes back after that, and dealing with the thing removes it for good. Team members who are not admins never see the strip.

Live updates and going offline

A small green dot next to the date means the diary is live: bookings taken elsewhere, by a colleague or by a client online, appear without you doing anything. If it turns amber, the app is reconnecting. Pull the grid down to refresh at any time.

If your phone loses its connection, a banner appears at the top: "You're offline, changes won't save until you reconnect." The app does not queue changes while offline. Wait for the banner to go before you move or accept anything, or the change will not stick.

Common problems & fixes

Nothing happens when you drag. Hold still for about half a second first, until you feel the buzz, then drag. A quick swipe scrolls the grid instead.
The booking will not move where you want it. The app refuses a drop that would overlap another booking. Move the other one first, or use Reschedule on the booking screen.
You cannot see a colleague's column. In Day view on a phone, tap All, or tap their name chip. On a wider screen, check the chips are highlighted and that Working today is not hiding them.
A day looks empty but should not. Check the From and Until hours in the date panel, in case the grid is only showing part of the day.
The bar has no buttons on it. Very short bookings do not leave room for them. Tap the bar and use the summary panel instead.
"No practitioners yet". Your venue has no calendars. An admin adds them in the app, under More, then Calendar availability, then the Calendars tab, or on the web. See Hours, breaks, leave and blocks in the app.
The change you made has vanished. Look for the offline banner. Nothing saves while it is showing.

The diary on your phone