Optimizing Your Schedule with Schedly's Calendar Views

Overview

Schedly’s calendar and event views offer versatile tools to enhance your scheduling capabilities. With options to view your calendar by day, week, or month, enable specific filters, adjust timezone settings, and quickly see event statuses, Schedly ensures that your scheduling experience is streamlined and efficient. These features are valuable for users who need clarity and control over their scheduling to effectively manage appointments, cross-regional bookings, and team collaborations.

Prerequisites

• Access to your Schedly account with appropriate permissions (Member or Admin).
• Subscription to at least the Basic Plan.

Step-by-Step Instructions

Access Different Calendar Views

1. Log in to your Schedly account by navigating to the main login page and using your email and password, or SSO/magic link.
2. From the dashboard, click on Calendar in the main navigation menu.
3. To switch views, select the View dropdown menu at the top right corner of the calendar.
   • Choose Day View, Week View, or Month View based on your preference.

Enable Special Calendar Filters

1. On your Calendar page, click the Filters button located above the calendar.
2. Check the boxes next to events or categories you want displayed, such as specific teams or event types.
3. Click Apply Filters to update your calendar view.

Adjust Timezone Settings

1. Navigate to Settings located in the top menu.
2. Select Timezone from the left menu options within the Settings.
3. Use the dropdown to choose your preferred timezone for cross-regional bookings.
4. Click the Save button to apply changes.

Display Event Statuses on Your Calendar

1. While viewing your calendar, check the Show Event Statuses option located below the View options.
2. This will display colored labels on events indicating statuses such as Confirmed, Pending, or Cancelled.
3. Hover over each status to see more details about the event.

Key Details & Limits

• Plan Requirements: Basic Plan ($10/month) minimum required for calendar features.
• Timezone Adjustment: Available for admins and members; applies to all scheduled events.
• Calendar Filters: Unlimited filter criteria can be applied simultaneously.
• Event Status Visibility: Visual indicators for event status are automatically updated based on booking confirmations and cancellations.

Frequently Asked Questions

1. How do I change the view of my calendar?

   • Click on View in your calendar page and select between Day View, Week View, or Month View.

2. Can I have different filters for different teams?

   • Yes, you can select specific team filters when using the Filters button to view or hide team events.

3. Why is the timezone showing incorrectly for some events?

   • Ensure that your timezone settings in Settings > Timezone are set correctly. Changes apply immediately to all subsequent events.

4. Can I still see event statuses if the calendar is exported?

   • Event statuses visualized on Schedly cannot be exported but are available within the Schedly interface.

5. Is there a limit to how many events I can display on my calendar?

   • No, Schedly supports unlimited events on your calendar view, though performance might vary with extremely high volumes.

Troubleshooting

Not seeing the correct timezone on events: Ensure your device system timezone matches your selected Schedly timezone settings.

Calendar not showing updated events: Click the refresh icon on your browser to reload your calendar data from the server.

Related Topics

• Creating and Managing Event Types: Step-by-step guide on setting up diverse event types.
• Integrating Schedly with External Calendars: Instructions for syncing Schedly with Google Calendar and Outlook.
• Using Schedly’s Team Management Features: How to maximize collaboration with team scheduling.
• Maximizing Analytics for Insights: How to leverage the Insights feature for improved scheduling decisions.