Calendar Tab

The Calendar tab in WPBookit is a vital tool for managing bookings, providing a clear and organized view of all appointments by date. This feature simplifies booking management, allowing you to track existing reservations, apply filters, and add new bookings seamlessly. Once a booking is added, the Calendar tab updates to reflect the scheduled appointments, offering an intuitive overview of your bookings.

Booking Overview

The WPBookit Calendar displays bookings in a calendar format, providing an overview of booking times, types, and the names of the individuals who made the bookings.

1. Booking Details
   • When you hover over a booking, a popup will appear with detailed information, including the staff member’s name. The popup also provides options to Edit or Delete the Booking, accessible via the action buttons on the right side.
2. Booking Status
   • Each booking status is represented by a specific color for easy identification:
     • Pending Bookings: Orange
     • Approved Bookings: Green
     • Cancelled Bookings: Red
     • Completed Bookings: Sky Blue
   • For a clearer understanding, please refer to the following screenshot.

Calendar Filter

1. Staff-Wise
   • At the top of the calendar, you can see a list of all your staff members. By clicking on a specific staff member’s name, the calendar will filter and display only that staff member’s bookings.
2. All Staff
   • If you don’t want certain staff names to appear in the list, we provide an “All Staff” control at the top of the calendar. Simply uncheck a staff member’s name, and the calendar will automatically hide their bookings.
3. Booking Type-Wise
   • You can filter bookings by type using the “All Booking Types” dropdown. Simply select the control, check or uncheck the desired booking types, and the calendar will update to display only the filtered booking
4. Date-Wise
   • You can filter bookings by date, such as “Today,” or by selecting a specific Date, Month, and Year from the calendar. Once selected, the calendar will display the booking details for the chosen date, month, and year

Calendar View’s

In the Calendar tab, we offer four different calendar view options for viewing bookings. These options are available in the top right corner of the calendar. In all calendar views, you can edit or delete a booking.

1. Month View
   • The “Month” and all option, located in the top right corner of the Calendar tab, is set as the default view in WPBookit. This view displays bookings on a month-by-month basis.
2. Week View
   • The “Week” option displays bookings, including their times, organized by week in the calendar view.
3. Day View
   • The “Day” option shows bookings for a specific day, including the booking times.
4. List View
   • The “List” view displays bookings in a detailed list format, showing the date and other relevant information.

Other Features

1. Print Booking Details
   • At the top of the calendar view, you’ll find a print icon that allows you to print booking details. Follow these steps to print:
     • Click on the print icon in the WPBookit Calendar tab.
     • Customize your print settings, such as destination, layout, and color options.
     • Click the “Print” button.
   • Once printed, you can view the booking details in Chrome’s print preview.
2. Auto-Refresh Booking Calendar
   • At the top of the calendar view, you’ll find the “Auto-Refresh Calendar” option. Click on it, enable the switcher, and set the desired refresh interval in minutes. For example, if you set it to 2 minutes, the calendar will automatically refresh every 2 minutes.

Add New Booking

The New Booking Creation process in the Calendar Tab is designed to be intuitive and easy to use, allowing administrators or staff members to efficiently create and manage bookings. This streamlined interface ensures all relevant information is captured for every appointment, facilitating smooth scheduling and customer management.

Booking Fields

1. Booking Type
   • Select the type of booking from a predefined list (e.g., consultation, meeting, appointment).
   • Click to choose the booking type from the available options. For example Discovery Call, Health Advice, Yoga Class.
2. Date
   • Choose the desired date for the booking. This field is essential for scheduling the appointment correctly.
   • Use the date calendar to select a specific day for the booking.
3. Select Time
   • Choose the time for the appointment.
   • Select a time slot that is available based on the staff member’s schedule and the duration of the booking type.
4. Customer
   • Select the customer for the booking by either choosing from the list of registered customer’s.
5. Status
   • Define the current status of the booking. This helps keep track of appointments in different stages.
6. Payment Mode
   • Select the payment method for the customer by choosing the appropriate payment mode for the booking.
7. Payment Status
   • Indicate the current payment status of the booking.
8. Notes
   • Write any additional comments or notes related to the booking. This could include special customer requests, reminders for staff, or other pertinent information.

Edit Bookings

• Users can easily modify existing bookings with just a few clicks:
  • Update customer information, change the service type, or reassign staff.
  • Reschedule bookings to a different date or time by dragging and dropping within the calendar.
  • Provides flexibility to adapt to changing customer needs or staff availability
  • You can delete bookings by clicking the delete icon in the tooltip.