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Quick Actions from Calendar

The calendar is not just for viewing -- you can take action directly from it. Create new bookings, view product availability details, and check booking information without leaving the calendar page.

Creating a New Booking​

You can start a new booking right from the calendar:

  1. Click the + New booking button in the top-right corner of the calendar page.
  2. You will be redirected to the booking creation page.

The + New booking button is always visible in the top-right corner regardless of which calendar view you are on.

Viewing Product Details from the Rental Calendar​

On the rental calendar, you can click product rows and booking bars to see inventory details:

  1. Click on a product row or booking bar on the rental calendar.
  2. An inventory popup will appear showing the product name, variant, and image.

The popup has two tabs:

Availability tab​

Shows a breakdown of the product's inventory for the selected time period:

RowWhat it shows
# AvailableHow many units are currently free
# ReservedHow many units are booked
# Picked upHow many units are currently out with customers

A View Inventory button at the bottom takes you to the full inventory detail page.

The inventory popup showing the Availability tab with unit counts.

Bookings tab​

Shows a list of individual bookings for that product during the selected period:

ColumnWhat it shows
IDThe booking reference number
CustomerCustomer name
QuantityNumber of units booked
Pick up timeWhen the customer is collecting the item
Return timeWhen the item is due back

A View Bookings button at the bottom takes you to the bookings list filtered for that product.

The inventory popup showing the Bookings tab with a list of bookings.

Viewing Session Details from the Experience Calendar​

On the experience calendar you can view session details from any view mode.

In list view​

  1. Click on an experience row in the left panel.
  2. The right panel shows all sessions for that experience on the selected day or month.
  3. Each session card displays capacity, guide assignment, and a full participant table with names, emails, and statuses.
  4. Click View manifest on any session card to open the full manifest page for that session.
  5. Click a Booking ID link (e.g., "#127") to go to the full booking detail page.

In calendar day view (timeline)​

  1. Hover over any session block on the vertical timeline.
  2. A detail popup appears after a brief moment showing full session information, capacity, guide assignment, and the participant list.
  3. Move your mouse away from the block and the popup to dismiss it.

In calendar month view​

  1. Hover over any session chip in a date cell.
  2. A detail popup appears with full session information and participants.
  3. Click a date cell to navigate to that day in the timeline view.

Guide warnings​

If a session has no guide assigned, a "No guide assigned" warning appears in red on the session card and in the detail popup. Use this to quickly identify sessions that still need a guide before they run.

In the experience calendar toolbar:

  1. Click the date display to open a date picker and jump to any date.
  2. Click Today to return to the current date.
  3. Use the left/right arrow buttons to move one day at a time.

In the day timeline view:

  • Click any day in the week row to switch to that day directly.

In the month grid view:

  • Click any date cell to jump to that day in the timeline view.

Filtering to a Specific Product via Barcode​

On the rental calendar, if your plan supports barcodes:

  1. Click the barcode scanner icon at the far right of the filter bar.
  2. Scan the barcode of a product or inventory item.
  3. The calendar will automatically filter to display only that product's bookings.

This is a fast way to check a specific item's schedule when you are on the shop floor.

note

The barcode scanner is only available on the rental calendar, not the experience calendar.