This reference lists every field in the Calendar's dialogs. For an overview, see Review Appointments in Calendar.
Who can use these dialogs:
- Booking, reserving, and the appointment editor need Manage Orders and team calendar access.
- Block Time Off is available to anyone who can manage their own calendar blocks.
- View-only roles see "View-only calendar access" or "Your role can view assigned appointments only. Reserve and booking actions are restricted."
Calendar Toolbar and Filters
| Control | What It Does |
|---|---|
| Calendar View with Prev, Next, Today | Moves between months and back to the current month. |
| Team Members | "Show or hide appointments by assignee." All shows everyone, None hides everyone, Unassigned shows appointments with no team member, and individual names toggle each person. This only changes what you see. |
| New Booking | Opens Create Appointment (below). |
| Block Time Off / Add Block | Opens Block Time Off. |
| Reserved Spots in … | Lists held reservations for the month. |
| My Blocked Time in … | Lists your blocks with Date Range, Reason, Note, Created By, and Actions. |
A day with more items than fit shows +… More. It opens Schedule for …, which lists every appointment that day with its time, customer, address, Team Member, and Order. Select Done to close it.
Plan Dialog
Selecting a date opens Plan …: "Choose what you want to do for this date."
| Option | Result |
|---|---|
| Reserve Day | "Open Reserve Spot with this date preselected." |
| Add New Appt/Order | "Open the booking modal with this date selected." |
| Block Time Off | "Set unavailable dates for vacation, busy periods, and more." |
Cancel closes the dialog without changes.
Reserve Spot
A reserved spot holds time before you create the order.
| Field | Details |
|---|---|
| Customer | Search existing customers, or select Create New Customer. |
| Property Address | Address, with Unit/Suite/Floor #, City, State, and Postal Code when address details are shown. |
| Reservation Notes | Notes shown on the reserved spot. |
| Appointment Date & Time | The start of the hold, with Timezone. |
| Duration | Hours and Minutes. |
| Second Appointment Date & Time | Shown when a twilight, sunrise, or sunset item is selected. "Regular scheduled items stay on Appointment #1. Twilight/sunrise/sunset items move to Appointment #2." |
| Team Members | Search and select members. One selected: "This reserved spot will block that team member." Several selected: "This reserved spot blocks all selected team members." None: "Leave empty to reserve this slot as globally unavailable." |
| Products & Packages | Choose an item, then Select tier or Select variant if offered, and Add. The table shows Item, Qty, Total, and Action. Removed items move to Deleted Items, where you can recover them. |
| Add Custom Item | "Add a one-off product or service for this reserved spot." Enter Item Name, Price, Custom Payout, and Duration (min). |
| Totals | Subtotal, Tax (when tax applies), and Total. |
Select Reserve Spot to save, or Cancel to discard.
Reserved Spot Details
Selecting a reserved spot opens Reserved Spot: "Confirm this hold to create an order with appointment at this reserved time." It shows Client, When, Duration, Team, Property, and Notes.
| Button | Result |
|---|---|
| Confirm | Creates the order and appointment at the reserved time, then opens it. |
| Cancel | Releases the hold and frees the time. |
| Close | Closes the dialog without changes. |
Confirm and Cancel appear only while the spot is still held. Users without booking access see the spot as "View only".
Block Time Off
"Pick a date range and reason so your calendar reflects unavailable days."
| Field | Details |
|---|---|
| Start Date / End Date | Required. The block covers the full date range. |
| Reason | Vacation (the default), Busy, Off Day, Personal, Sick Leave, Travel, or Other. |
| Note (Optional) | Up to 1,200 characters. |
Select Save. The period is marked unavailable on the calendar.
Blocked Time Details
Selecting a block opens Blocked Time: "This period is marked unavailable on the calendar." It shows Date Range, Reason, Team Member, and Note. Source: Google Calendar appears when the block came from a synced Google Calendar. Remove Block appears only when you can edit that block. Blocks from a synced calendar may not be removable here.
Create Appointment
New Booking and Add New Appt/Order open the booking dialog. It creates an order with an appointment in one step.
| Field | Details |
|---|---|
| Customer / Create New Customer | Who the order is for. |
| Property Address | Same address fields as Reserve Spot. |
| Appointment date and time, with Timezone | Busy at selected date/time warns that a selected team member already has something then. |
| Appointment #2 Date & Time | "Required for twilight/sunrise/sunset services." |
| Team Members | Who is assigned. With more than one member, Product Assignments lets you pick the Assigned Team Member for each Product. |
| Products & Packages / Add Custom Item | Same as Reserve Spot. Custom items also have Qty and Appointment. |
| Add Discount | Applies an order discount. It shows as "Applied: …" and an Order discount line. |
| Deposit Due (…%) | Shown when a deposit applies: "When this order is created, the customer is notified to pay this deposit." |
| Order Fields | Your custom order fields. See Configure Order Fields. |
Select Create Appointment. The button shows "Creating..." while it saves.
Scheduling Time Zones and Daylight Saving
New staff appointments and reserved spots default to the company time zone configured in Settings → Company Settings → Profile. An assistant working from another country uses that company default; their computer's location does not choose the scheduling zone. Check Timezone before saving. You can deliberately select another zone for a particular appointment or reservation.
Choose a regional zone such as America/New_York for Eastern Time. It automatically applies standard time or daylight time for the appointment's date. For example, 10 AM New York time is 14:00 UTC in summer and 15:00 UTC in winter. Keep the same regional zone throughout the year; do not switch it seasonally or move appointments merely because clocks change.
Existing appointments keep their saved time and zone. If an appointment was created in the wrong zone, confirm the intended local time, then correct its time and zone in the appointment editor. Changing the company default does not repair previously scheduled appointments.
Appointment Editor
Selecting an appointment opens the full order editor in a dialog (Edit appointment). It has the same sections as an order page. See Manage Appointments on an Order. Close it with the × button.