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Help centre · Running the day

Using the calendar and opening hours

Book and move appointments on the day, week and month calendar, make closed time visible, and set the hours and bay capacity that new bookings must obey.

For service advisor, owner, manager · checked against the product on 2026-09-15

Schedule is a calendar, not an appointment list. Switch between Day, Week and Month, then use the date controls to move through time or return to today. Day and week show the full time grid; month gives a compact view of each day's appointments.

Closed time is hatched on the day and week calendar. It is not decoration: a new appointment or a move outside the shop's opening hours is refused. The same is true when the shop has reached its bay capacity. Pick another time rather than expecting the calendar to save an over-capacity or after-hours booking.

Book and move work

  1. Step 1: Start the appointment

    Press + New Appointment. Choose the customer, vehicle, arrival time and any promised-back time the shop has agreed with the customer. Scheduling from a ticket fills in its customer, vehicle and first service for you to confirm.

  2. Step 2: Use a time the schedule accepts

    The save checks opening hours and bay capacity again. If it says the time is outside the shop's opening hours, or fully booked, choose another slot; the warning is a refusal, not a suggestion.

  3. Step 3: Move an existing appointment carefully

    Open the appointment and reschedule it. Moving it uses the same hours and capacity checks as a new booking, so dragging work into a hatched period is not a way around the rule. If your shop sends appointment reminders, moving a booking to another day arms a fresh one for the evening before the new day, while moving it to a different time on the same day does not, because the reminder that already went out named that day.

Make the calendar fit the counter

Press Options to open the rail. Choose Standard or Condensed, or use Group by Tech when technician lanes are more useful than one shared grid. A closed appointment card always names the customer, adds the vehicle for work booked at least an hour, and adds the concern at two hours; booked duration decides those fields, so changing the view density does not change the facts. Appointment colour can follow the appointment itself, its status or its technician, and the rail names each tone in words directly under the colour control — colouring by technician puts each person's tone beside their own name in the list below it. Technician filters include unassigned work, and the number beside each name counts that person's appointments in the range on screen before the filter is applied, so an unchecked name still shows what checking it would reveal. The inactive-technician switch is there when old assignments still matter. These are saved viewing preferences; they do not change the appointment itself.

Choose Group by Bay to read active work bays in shop order with No bay last. A day's heading warns when booked appointment hours exceed the capacity from active bays, their bookable minutes and that day's opening hours; the warning does not stop an intentional overbooking.

Set the rules behind the hatch

Owners and managers set the timezone, bay count, slot length and each day's opening hours in Schedule > Schedule settings. A closed day has no bookable time. Bays mean concurrent appointment capacity, not the number of technicians on the payroll. Once you name your bays in Settings > Bays, the count of active bays there is the capacity, and the number on this page is kept for shops that have not named theirs. The timezone changes how saved UTC appointment instants are displayed; it does not move those stored instants.

When tighter hours or capacity conflict with work already on the calendar, the settings page previews those appointments before saving. Existing appointments are not moved or cancelled. You can Save anyway, and the calendar marks the conflicts, but every new booking must follow the new rules.

Your opening hours are not only a scheduling rule. They are printed at the bottom of every email you send a customer, under your name, address and phone number, so somebody about to ring you knows whether anyone will pick up. Change them here and the next email carries the new ones. A shop that has not set hours has nothing printed there, and is never described as closed.