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Calendar · Reference

Screens and menus

Every Calendar menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (18)

Calendar > Overview

Overview

Calendar > Overview

What it is for
Your day at a glance: today's agenda, invitations waiting for your answer, today's appointments, rooms in use now
List: columns and filters
Tiles: Today, Awaiting your answer, Appointments today, Rooms in use now (n / total), Your busy hours this week. Cards: Today, Invitations, Appointments today, Rooms and equipment now
Buttons and actions
Open calendar; open an agenda item (event dialog); Accept / Maybe / Decline an invitation; All appointments ->; Schedule ->
Permission needed
calendar.view (appointments card filled only with calendar.appointment)

Calendar > Calendar

Calendar

Calendar > Calendar

What it is for
Month / Week / Day / Agenda view of your calendars, the shared calendars you read and the module layers
List: columns and filters
Toolbar: Today, previous, next, period title, Month/Week/Day/Agenda, Search events, Filters (Kind, Events I am invited to, Clear). Month: 6 weeks, 3 chips per day then '+N more'. Week/Day: hour grid with an All day row and a now line. Right rail: mini-month, My Calendars (calendars + layers with tick and colour), Upcoming (next 3), Time zone (Change)
Buttons and actions
New Event; double-click a month day or click an hour slot = new event at that time; click a chip = event dialog or layer card; tick/untick a calendar or layer (remembered); choose a view (remembered); change your time zone
Permission needed
calendar.view (reading); calendar.edit to create, change and remember the view

Calendar > open an event

Event dialog

Calendar > open an event

What it is for
Read one event, answer it, download it, change it or cancel it
List: columns and filters
When (local, with the event's zone if it differs), Repeat rule, Location, Join online, Rooms, Attendees with answers (organiser marked), Calendar / kind / private / shows as free, Notes. A private event of somebody else shows only 'Busy' and the time
Buttons and actions
Going? Yes / Maybe / No (invited, not organiser); .ics; Cancel event; Edit; Close
Permission needed
calendar.view to read; calendar.edit to answer, change, cancel

Calendar > New Event / Edit

Event form

Calendar > New Event / Edit

What it is for
Draw up or change an event: time, repeat, people, rooms, reminders, privacy
List: columns and filters
Title, Calendar, Kind, All day, From/To or Starts/Ends, Time zone, Repeat block, Colleagues, 'Busy then:' warning, Guests (e-mails), Location, Online meeting link, Rooms and equipment, Reminders (up to 5), Show as, Privacy, Status, Notes
Buttons and actions
Save (asks This / This and following / All for a repeating event opened from an occurrence); Cancel; Add reminder; remove a reminder (x)
Permission needed
calendar.edit

Event dialog > Edit or Cancel event (repeating)

Repeating event scope

Event dialog > Edit or Cancel event (repeating)

What it is for
Choose which occurrences a change or cancellation is for
List: columns and filters
Three buttons
Buttons and actions
This event; This and following events; All events; Back
Permission needed
calendar.edit

Calendar > click a layer item

Layer card

Calendar > click a layer item

What it is for
Read-only item from HR & Leave, Sales, Projects or Maintenance
List: columns and filters
When, From (layer), Status, Who; note 'Read from its module; change it there.'
Buttons and actions
Open (goes to the record in its own module); Close
Permission needed
calendar.view plus the owning module's view right

Calendar > Appointments

Appointments

Calendar > Appointments

What it is for
Register of bookings plus the appointment types with their public booking links
List: columns and filters
Tabs with counts: Upcoming, All, Requested, Confirmed, Done, No-show, Cancelled. Columns: Number, When, Type, Customer, Phone, With, Booked by (Booking page / Staff), State. Server paging, sort, search by number / customer / e-mail. Card: Appointment types (name, minutes, place, opening hours, staff, link)
Buttons and actions
Book appointment; open a row (appointment card); New type; Edit type; Booking page (opens link); Copy link
Permission needed
calendar.appointment

Appointments > open a row

Appointment card

Appointments > open a row

What it is for
One booking and what staff can do with it
List: columns and filters
What, When, With, Customer (name, e-mail, phone), Notes, State (+ cancel reason)
Buttons and actions
Confirm (requested); Mark done / No-show (confirmed and started); Cancel (asks why); Close
Permission needed
calendar.appointment

Appointments > Book appointment

Book an appointment

Appointments > Book appointment

What it is for
Staff book a customer into a free slot
List: columns and filters
Type (active types), Day, Free times (pills), Next day ->, Customer name, E-mail, Phone, Notes
Buttons and actions
Book (needs a slot and a name); Cancel
Permission needed
calendar.appointment

Appointments > New type / Edit

Appointment type

Appointments > New type / Edit

What it is for
What can be booked, how long, when and with whom; publishes the public page
List: columns and filters
Code (new only), Name, Name (Arabic), description, Minutes, slot step, buffers, notice, horizon, cancel notice, Who takes these, Room or equipment, Location, Online, Confirmation, Closed on public holidays, Public booking page, Active, Opening hours per weekday
Buttons and actions
Save; Cancel
Permission needed
calendar.appointment

Calendar > Resources

Resources

Calendar > Resources

What it is for
Today's room and equipment timeline, and the register of rooms and equipment
List: columns and filters
Schedule card: day picker (Today, previous, next, date), one row per bookable resource with booked bars over the working day. Register: Code, Name, Kind, Seats, Where, Bookable
Buttons and actions
New resource; open a row to edit
Permission needed
calendar.view to see; calendar.manage to add or change

Resources > New resource / open a row

Resource

Resources > New resource / open a row

What it is for
A room, piece of equipment, vehicle or other bookable item
List: columns and filters
Code (new only), Name, Name (Arabic), Kind, Seats, Where, Colour, Notes, Bookable
Buttons and actions
Save; Cancel
Permission needed
calendar.manage

Calendar > Reminders

Reminders

Calendar > Reminders

What it is for
What will remind you in the next 14 days and what reminded you lately
List: columns and filters
Coming up: Reminds, Event, Starts, channel icon (bell / e-mail). Sent to you: Sent, Event, For, channel (last 50)
Buttons and actions
(read only)
Permission needed
calendar.view

Calendar > Reporting

Meeting load by person

Calendar > Reporting > Meeting load by person

What it is for
Meetings, calls and appointments each person organises or attends (not declined)
List: columns and filters
Totals: people, meetings, hours. Columns: Person, Meetings, Hours, With outside people. Month picker (default this month)
Buttons and actions
Month; list sort / filter / export of the shared list
Permission needed
calendar.report

Room and equipment utilisation

Calendar > Reporting > Room and equipment utilisation

What it is for
Hours booked against the hours open (working day, Monday-Friday)
List: columns and filters
Totals: resources, hours. Columns: Resource, Kind, Bookings, Hours, Open hours, Utilisation %
Buttons and actions
Month
Permission needed
calendar.report

Appointments by type and outcome

Calendar > Reporting > Appointments by type and outcome

What it is for
Per type: booked, confirmed, requested, cancelled, done, no-show, no-show %
List: columns and filters
Totals: booked, no-show. Columns: Type, Booked, Confirmed, Requested, Cancelled, Done, No-show, No-show %
Buttons and actions
Month
Permission needed
calendar.report

Upcoming appointments

Calendar > Reporting > Upcoming appointments

What it is for
Requested and confirmed appointments of the next 14 days
List: columns and filters
Totals: appointments. Columns: Number, When, Type, Customer, Phone, With, State
Buttons and actions
(no period: always the next 14 days)
Permission needed
calendar.report

Calendar > Configuration

Calendar settings

Calendar > Configuration > Settings

What it is for
Company defaults: zone, week start, working day, new-event length and default reminder
List: columns and filters
Company time zone, Week starts on, Working day starts, Working day ends, New events last, Default reminder
Buttons and actions
Save (shows 'Saved.')
Permission needed
calendar.manage

Shared calendars

Calendar > Configuration > Shared calendars

What it is for
Your calendar plus the shared team calendars you read; administrators add and change shared ones
List: columns and filters
Columns: Name (colour dot), Kind (Yours / Shared), Who reads it (Everybody / Members), Members (count), Your role (owner / editor / viewer)
Buttons and actions
New calendar; open a shared row to edit (your own row does not open)
Permission needed
calendar.view to list; calendar.manage to add or change

Appointment types

Calendar > Configuration > Appointment types

What it is for
The same appointment types card as on Appointments
List: columns and filters
Type cards
Buttons and actions
New type; Edit; Booking page; Copy link
Permission needed
calendar.appointment

Subscribe in other apps

Calendar > Configuration > Subscribe in other apps

What it is for
Your personal read-only ICS feed address for Outlook, Google Calendar or a phone
List: columns and filters
Explanation, the feed address (when made), Copy
Buttons and actions
Make my address / New address; Stop sharing
Permission needed
calendar.view to see; calendar.edit to make or stop

Public booking page

Public link /api/v1/public/book/<token> (no sign-in)

What it is for
A customer books a free slot without an account
List: columns and filters
Company name, type name, minutes, place or 'Online', 'times in <zone>', description. Choose a day (today + up to 21 days, dashed when full), the free times of the chosen day as radio buttons
Buttons and actions
Book this time (form post); after booking: 'Thank you, <name>', facts and the manage link
Permission needed
None (unguessable token); type must be published and active, app installed

Customer manage page

Manage link /api/v1/public/appointments/<token> (no sign-in)

What it is for
The customer sees the booking and can cancel it inside the cancellation notice
List: columns and filters
What, When (zone), Where, Reference (APT-nnnnn), Status
Buttons and actions
Reason (optional) + Cancel this appointment (only while requested or confirmed)
Permission needed
None (unguessable token)

Feed address /api/v1/public/calendar/feed/<token > .ics

ICS feed

Feed address /api/v1/public/calendar/feed/<token>.ics

What it is for
Read-only iCalendar file for other calendar apps
List: columns and filters
VEVENTs of your calendars and events you attend, from 30 days back; series as RRULE + EXDATE; moved occurrences with RECURRENCE-ID
Buttons and actions
(subscribe in Outlook / Google / phone)
Permission needed
None (unguessable, revocable token)
Updated 3 October 2026