The Calendar page in Waitwhile 3.0 is made to be customized to your business needs, meaning you can choose to show the most important stuff first and hide the rest!
There are a number of ways in which you can accomplish this, including:
Display settings, which allow you to set what information you want displayed for each visit.
Filters enable you to choose which specific visits you want to see.
Daily and Weekly views let you decide how to view the calendar slots.
Resource views provide the ability to show view by one ot multiples resources.
Calendar zoom gives you the option to increase or decrease the size of the slots.
Let's take a closer look.
Display settings
The Display settings on the Calendar page is a new feature that gives you the opportunity to choose what information is visible in each booking slot. You can find them by clicking on ⚙ in the top right corner and then choosing Calendar properties.
Here, you can see which properties you have currently chosen to display. And, by clicking on the ✎ icon you can edit them as you see fit.
To apply your settings once you've customized them, there are a few different ways to save them. Each user can save their own display settings by just closing the modal. Users with ADMIN or OWNER level permissions will be able to save a location-wide set of Display settings for all users.
Filters
With the filtering function, you can easily decide which kinds of visits you want displayed on the Calendar page. Perhaps you only want to see prioritized visits, or visits with a certain type of service.
Filtering categories and logic
You can filter your visits based on up to three categories: Resources, Services, and Tags. The filtering logic uses both logical AND and OR operators. Within each category, we leverage a logical AND between choices, meaning that all choices must be found in a visit to be included in the result. However, between categories we leverage a logical OR, which means that the output will include all results with matches from each category.
Note: The badge on the filter icon shows how many filters are currently applied.
Daily and Weekly views
Quickly switch between Daily and Weekly views by making choices in the dropdown next to the Date range picker. You can also access Daily view by clicking on the date when in Weekly view - and vice versa!
Resource views
If you are using Resources, you can choose to show different resources as different columns, as opposed to all in one column. You can access this toggle from the Display settings modal.
Additionally, you can choose to act as a resource, i.e. filtering the calendar from the perspective of a certain resource. Simply click on the Resource avatars in the top right corner, next to the search bar, and choose any resource. You can also update the availability of any resource from here, much like on the Visits page. To read more about managing and acting as resources, check this out.
Calendar zoom
Depending on how much information you have chosen to display on your Calendar bookings, you might want to make the booking cards larger. Now, you can easily accomplish this by again going into Display settings and adjusting the Zoom lever.
The above picture shows booking cards that are a lot smaller than the ones in the picture below. Try playing with the Zoom feature to find out what works best for you!
