The company calendar
One calendar for meetings, workshop jobs, to-dos, leave, closures and customer bookings, with a view for every job: day, week, month, people, team week, rooms and agenda.
Where it is
- Calendar — Sidebar, just under Home
- Calendar → Rooms & vehicles view — Who has booked each room, bay or vehicle
- Calendar → Booking links
Settings for this
- Calendar → ⚙ Settings (your own) — The gear at top right: view it opens on, density, weekends, week start, visible hours, 12/24-hour time, default event length, keyboard shortcuts. Per person.
- Settings → Team → Roles — Calendar permissions: view, create, edit anyone’s event, booking links, rooms & vehicles
- Settings → Team → Departments — Departments become quick picks in the calendar’s People filter
- Settings → Workshop → Trading Hours — Shop hours, closures and public holidays shown on the calendar
- Settings → Business details — Timezone: repeating events repeat on the business’s time
Calendar (sidebar, under Home) shows everything that fills a working day. Each item is drawn from the module that owns it, so nothing is copied and nothing drifts.
Layers (the left rail)
Tick a layer on or off; your choice is remembered.
| Layer | What it shows | Opens in |
|---|---|---|
| Meetings & events | Anything booked on this calendar | The event editor |
| Workshop jobs | Scheduled jobs and split stages | The job |
| Job tasks | Single tasks scheduled inside a job (off by default) | The job |
| To-dos | Tasks with a start or due date | Tasks |
| Customer bookings | Online service bookings waiting for a job | Booking requests |
| Leave | Who is away, all day (never why) | Leave |
| Shop closed | Public holidays and shutdowns | Trading hours |
| Celebrations | Birthdays and work anniversaries | |
| Campaigns | Scheduled and sent marketing campaigns (off by default) | Marketing |
| Busy elsewhere | Busy time from connected Google or Outlook calendars, never what it is |
You only see the layers your role allows: no workshop permission, no Workshop jobs layer.
Views
Day, Week, Month, People (one row per person for a day), Team week (people down the side, the week across), Rooms & vehicles (only once you have some, see Rooms & vehicles) and Agenda (a list). Phones always open on Agenda.
Finding your way
- ‹ › move back and forward; the date label shows where you are.
- People filter (left rail; Filters on a phone): Everyone or Just me, a department, or a tick per person. It limits every view and the rows of People and Team week. Anything shop-wide, such as a closure, still shows.
- Search (top right, or press
/): type part of a title and pick a result to jump to it. - ⋯ menu: Print this view (A4 landscape, without the controls) and Export to CSV (what's on screen, after filters).
Adding and moving things
- New event, or click and drag on the grid, or press C. See Meetings and events.
- Add with AI: type something like "Photoshoot of the white Hilux Friday 2pm with Sam in the photo bay" in the box under the toolbar and press Draft it. It fills in a draft for you to check before you save.
- Drag an event you can edit to move it, or drag its bottom edge to change the length. On People or Team week, drag it to someone else's row to swap who's on it. A repeating event asks This event / This and following / All events. Undo shows for eight seconds. On a phone or tablet, hold a moment before dragging, so a swipe still scrolls.
- Jobs, leave, to-dos, bookings and closures can't be dragged here: click them and they open in their own module.
Keyboard shortcuts
D day · W week · M month · A agenda · X team week · 1–9 jump to the view tabs in order · T today · J or N next · K or P previous · / search · C new event · S or ? settings. Switch them off in the gear's Keyboard shortcuts.
Settings that change this
The gear (top right) holds your own calendar settings; nobody else's change:
- Open the calendar on: the view it opens on. Switching views updates it, so the calendar reopens where you left it.
- Density, Show weekends, Show week numbers, Fade past events, Show completed to-dos, Colour events by person.
- Week starts on, Visible hours (with Working day (7–7) and Whole day shortcuts), Time format, Default event length.
Business-wide settings live elsewhere: permissions in Settings → Team → Roles, departments in Settings → Team → Departments, shop hours and holidays in Settings → Workshop → Trading Hours (see Trading hours and public holidays).
Who can do it
| Permission (Settings → Team → Roles) | Lets you |
|---|---|
| View the company calendar | Open Calendar at all |
| Create events and invite people | New event, Add with AI, drag on the grid |
| Edit anyone's event | Move or change events someone else organised |
| Create and edit booking links | Make and change booking links |
| Manage bookable rooms, vehicles and equipment | Add and retire rooms & vehicles |
Home cards
On Home, What's next lists your meetings and dated to-dos for two days, Who's out shows leave for two weeks, and Team pulse shows who's on a job, in a meeting or away right now. Add them with Customise on Home.
If something's not right
- No New event button? Your role doesn't have Create events and invite people.
- A layer is missing? It needs a permission (Workshop jobs needs workshop access, To-dos needs tasks, Campaigns needs marketing), or it's switched off in the rail.
- "Couldn't load … some items may be missing" means one layer failed to load. Refresh; the rest of the calendar is still right.
- Times look an hour out? Events show in your device's time zone. The editor says which zone it's using.