The calendar
Who's doing what and when. Book jobs, move them by dragging, and schedule jobs from the queue. Team and Connected plans.
One column per staff member, with time running down. It opens at your business hours and snaps to your booking interval (set in Settings → General → Calendar). Team and Connected plans.
Day and week
- Day: a column for everyone rostered on that day. A job that overlaps another shows beside it.
- Week: a row per person across seven days, starting on the day set in Settings.
- Today, ‹ and › move through days or weeks. The address keeps the view and the date, so a link opens the same page.
Nobody working that day? You'll see Nobody's working this day with a link to the week. Working days and hours are set per person under Staff.
Book a job
Click an empty slot, or press New booking.
- Day view: the job starts at the time you clicked.
- Week view: it starts at that person's first free gap that day.
In the booking window:
- Customer: search Shopify by name, email or phone (with Shopify connected), or type their details. Tick Email them a confirmation to send one with a cancel link and a reminder the day before.
- Item: type the identifier of an asset on file and the job is linked to it ("Linked to …"). An item not on file is fine too.
- Internal job: rental or assembly: with Shopify connected, a customer's job gets a Shopify draft order made for it, ready for the job sheet. Switch this on for work with no customer to charge; finishing it records the labour on a $0 order.
- Staff: only people in the job title's staff group are offered.
- Job title, date, start, finish, status, notes. The notes go on the Shopify draft when there is one.
Move, reassign and resize
- Drag a job to another time, or onto another person.
- Drag its bottom edge to make it longer or shorter.
- Overlaps are allowed, but you're asked first: Schedule anyway or Cancel.
Changes save as you drop; there's no save button.
Open a job
Click a job for its details. What you can do from there:
| Button | What it does |
|---|---|
| Edit | Change the customer, time, staff, status or notes |
| Job sheet | Items, notes and timer. See The job sheet |
| Send invoice | Emails Shopify's invoice for a finished job again |
| Finish job / Mark complete | Finishes it. See Finishing jobs |
| … → Back to queue | The booking goes; the job waits again with its draft and notes |
| … → Mark as no show | The customer didn't turn up |
| … → Cancel booking | Asks for a reason, if you've set some up in Settings |
Deleting a booking (managers and owners, in Edit) can be undone from the message that appears.
Filter who's shown
- Role: one staff group, such as Mechanic or Sales Staff.
- Show on the board: pick particular people.
Filters are kept on that device.
More than one location
With two or more locations, pick the site in the booking window. Jobs dragged from the queue go to the location you're viewing.
Last updated 24 September 2026