Calendar Overview
The Otesse scheduling calendar is the operational heart of your business. It provides a real-time view of all bookings, crew assignments, and availability.
Calendar Views
Day View
Shows all bookings for a single day in a timeline format:
- Time slots on the vertical axis
- Crew members or zones on the horizontal axis
- Bookings displayed as color-coded blocks
- Click any booking block to open its details in the drawer
Week View
A 7-day overview showing booking density:
- Each day shows booking count and utilization
- Color intensity indicates how full each day is
- Good for identifying underbooked or overbooked days
Month View
A traditional calendar grid showing:
- Number of bookings per day
- Revenue per day
- Highlighting for days that are over capacity
- Quick navigation to any specific date
Filters
Filter the calendar to focus on what matters:
| Filter | Options |
|---|---|
| Zone | Show bookings for a specific zone or all zones |
| Industry | Filter by service type (cleaning, junk removal, carpet) |
| Status | Confirmed, in-progress, completed, cancelled |
| Team member | Show one person's schedule or the full team |
| Time of day | Morning, afternoon, evening slots |
Filters persist across view changes and page refreshes.
Booking Management
From the calendar, you can:
Create a Booking
- Click an empty time slot
- The booking creation drawer opens pre-filled with the date and time
- Complete the booking form (customer, service, configuration)
- Save to add it to the calendar
View a Booking
Click any booking block to open its details in the drawer panel. The preview shows:
- Customer information
- Service configuration
- Assigned crew
- Status timeline
- Pricing and payment status
Edit a Booking
From the drawer preview, click Edit to modify:
- Date and time
- Service configuration
- Crew assignment
- Notes and special instructions
Quick Actions
Right-click a booking for quick actions:
- Reschedule (drag-and-drop coming soon)
- Cancel with reason
- Mark as completed
- Assign/reassign crew
Real-Time Updates
The calendar updates in real-time using PartyKit:
- New bookings appear immediately
- Status changes (en route, in progress, completed) update live
- Crew check-ins and check-outs are reflected instantly
- No need to refresh the page
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