Calendar View

TABLE OF CONTENTS

Overview

The Calendar View is your central hub for managing appointments and bookings. It’s designed to adapt based on the type of scheduling you use — giving you a focused experience whether you’re handling meetings or service bookings.

Scheduling Types in Calendar View

Currently, there are two scheduling types available:

Meetings

  • Best for sales calendars, personal booking, collective calendars, classes, or round robin scheduling.

  • Includes all existing calendar types (personal, round robin, collective, class, service calendars v1, and service menu).

  • Designed for anyone managing internal or client-facing meetings.

Services

  • Purpose-built for service-based businesses.

  • Supports advanced options such as variations, add-ons, multiple services and staff specific pricing.

  • Helps manage bookings that involve staff, different service types, or multiple locations.


Enabling or Disabling Scheduling Types

  • Scheduling types can be enabled or disabled from Agency Settings.

  • If only one type is enabled, the Calendar View will automatically load that type, and the top dropdown will remain hidden.

  • If both Meetings and Services are enabled, a dropdown menu appears at the top of Calendar View, allowing you to switch between them.

How the View Changes

When you select a scheduling type from the dropdown at the top of Calendar View:

  • The layout and filters on the right panel automatically adjust to match the selected type.

  • The events and blocked slots shown in the calendar are specific to that scheduling type only.

  • This ensures you always see relevant information without cross-type clutter.

Filters by Scheduling Type

Meetings View Filters

  • Users → Show calendars linked to specific users.

  • Calendars → Toggle specific calendars (personal, round robin, collective, class, etc.).

  • Groups → Filter events by calendar groups.



Services View Filters

  • Staff → Show events by assigned staff members.

  • Services → Display bookings tied to specific services.

  • Categories → Narrow down results by service categories.

  • Unified Service Booking View →

    • When enabled, each Service Booking appears as a single block on the calendar, with all its appointments grouped inside.

    • Note: Staff, Service, and Category filters won’t be available in this view since it displays all appointments together.

    • Location Filter becomes available — you can filter appointments based on the location where they were booked.





Additional Calendar Controls

  • Month View Access: The mini month-view calendar is located under the main date. Click the date to expand it.

  • Hide/Show Filters: Use the Manage View button (top-right) to hide the right filter panel for more space, or bring it back when needed.





Tips

  • Enable Unified Service Booking View for a simpler overview of service bookings across staff and categories.

  • Use location filtering in Services View to focus on bookings in a specific branch.

  • Hide the right panel when presenting or reviewing busy calendars.

  • Use the mini month-view to quickly navigate across dates.

Limitation: Third-Party Calendar Updates

In Services View, any changes made directly on third-party calendars (such as Google Calendar, Outlook, or iCal) will not be reflected inside Omnix.

  • To ensure your calendar stays accurate, all updates (rescheduling, cancellations, or edits) must be made within Omnix.

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