PocketSuite’s all-in-one Scheduling Calendar makes it easy to organize and keep track of all of your business appointments. You can schedule clients and view appointment details from one screen. The calendar offers six dynamic, color-coded views. So, you see how busy you are at a glance on any day, week, or month. Plus, you can sync the app to your Google Calendar or another calendar on your phone to avoid double bookings!
In this article:
- Set up your professional calendar
- Learn how to navigate six different calendar views:
- Learn how to block out time on your calendar
Set up your business calendar
To get started, tap the Calendar icon on the navigation bar at the bottom of your screen. Here, you’ll see all your scheduled appointments.
You can filter appointments by the type of service, class, reservation, or team member assigned to the appointment. Simply tap the sliding bar icon at the top of the screen.
You can also sync your PocketSuite calendar to other calendars on your device. Tap the blue banner at the top of your screen. Then select your preferred calendar to connect your account. Check out our full article on Calendar Sync.
Now, you’re ready to use the calendar to schedule clients, block out time, or add tasks for you and your team members.
Here’s a tip: Your calendar appointments are color-coded by type of appointment or team member. You can change this to your preference by editing your existing services, reservations, classes, etc. You can also assign colors to team members from the Team dashboard.
Manage bookings from your calendar
Here’s how to navigate and schedule clients directly from your calendar in each of our six dynamic views.
Availability View
The Availability View displays your schedule in time slots on any given day. Use this view to see at a glance when you and your team members are free to book new appointments. You can change your availability in Settings>Scheduling.
You can filter your available time slots based on services, appointment duration, and pros (if you have a team). For example, if you select an hour-long service, the calendar will display the time slots available for an hour-long appointment, taking settings like buffer time into account as well as other appointments, calendar sync events, and blocks.
You can also use this view to schedule clients. Simply select an available time slot. Or, if you have team members, select a pro to assign to the appointment. Then tap Schedule Client. Read this article to learn more about Scheduling Clients.
Agenda View
The Agenda View shows an overview of your upcoming appointments and the status of those appointments. You can quickly scroll through the months to see your schedule at a glance.
To schedule a client in Agenda view, select “Create event” (if it’s the day of the appointment) OR tap the blue + button at the bottom of the screen. Then tap Schedule Client.
Fill out all necessary fields, such as the client, availability, and location of the appointment. The appointment will appear on the calendar once it is saved or sent to your client.
Day, Week, and Month View
The Day View shows your appointments for the day, hour by hour.
The Week View shows your appointments for the current week.
The Month View displays all appointments for the calendar month.
Note: In each of these views, simply swipe to move forward or back in your calendar.
To schedule a client in Day, Week, or Month view, tap the blue + button at the bottom of the screen. Then tap Schedule Client.
Fill out all necessary fields, such as the client, availability, and location of the appointment. The appointment will appear on the calendar once it is saved or sent to your client.
Map View
The Map View allows you to view the location of existing appointments on a digital map.
Simply tap the “<, >” buttons to scroll through different days. Tap on any appointment to edit.
Note: If you or your client did not add a location to the appointment or if it is a virtual appointment, it will not show up in the map view.
Pro tip: Hit ‘Get Directions” to add the address to your Google Maps. It’s an easy way to plan out your route if you make house calls or if you’re a mobile business.
Block out time on your calendar
You can create blocks to stop clients from booking you at specific times during your available hours. To get started, tap the blue + button at the bottom of your screen. Select Block out time.
Add a title, date, time, and duration for the block. You can also choose to repeat the block if you have repeat appointments toggled on in Settings.
Hit Save. To learn more about blocking time, check out this article.