This reference lists every field in the Calendar's dialogs. For an overview, see [Review Appointments in Calendar](https://help.remediahub.com/hc/help-center/articles/manage-the-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](https://help.remediahub.com/hc/help-center/articles/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](https://help.remediahub.com/hc/help-center/articles/manage-appointments-on-an-order). Close it with the **×** button.

## Related Guides

- [Review Appointments in Calendar](https://help.remediahub.com/hc/help-center/articles/manage-the-calendar)
- [Sync External Calendars](https://help.remediahub.com/hc/help-center/articles/sync-external-calendars)
- [Create an Order](https://help.remediahub.com/hc/help-center/articles/create-an-order)