1. Booking Platform
  2. Usage guides
  3. Using calendars
  4. Using the schedule grid
  5. Managing sessions using the schedule grid

Managing sessions using the schedule grid

Updated

Use the schedule grid to manage your booked and unbooked sessions efficiently. You can also create, view, and manage your timeslot bookings in one place, saving time and eliminating repetitive tasks.

Read further to learn how to use the schedule grid or find answers to frequently asked questions.

 

Using the schedule grid

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You can learn how to use the schedule grid and access detailed articles using the information and links below.

 

Schedule grid page with annotation highlighting the ‘Date’ calendar.

Using the date option

The schedule grid date picker allows you to select a date. By default, the system selects the current day's date.


The date format follows the date setting at Account > Setup > Locale.

 

Using the show option

You can customize the schedule grid to display one to seven days of sessions. By default, you can view seven days.

Schedule grid page with annotation highlighting the ‘Show’ menu.

 

Schedule grid page showing session tile overview.

Product display

The schedule grid only displays active products with timeslot availability. By default, products display alphabetically by name.

 

Customizing the layout

You can customize the layout by choosing how the grid looks.

Schedule grid layout window with annotation highlighting ‘Rows’ menu.

 

Schedule grid filter window showing selected options in ‘Products’ area.

Filtering the schedule grid

You can filter the schedule grid by products and bookings.

 

Customizing display options

You can customize the display options for the schedule grid, including SKU, end time, and duration.

Schedule grid page with an arrow pointing to the ‘SKU’ option in the open ‘Display Options’ menu to indicate selection.

 

Schedule grid drawer showing overview of ‘Bookings’ tab.

Working with the bookings tab of the session drawer

You can view and manage bookings for the session in focus from the bookings tab in the session drawer, including options to create a booking, search for bookings, access the booking invoice, and check in or out bookings!

Assigning staff to sessions

You can manually assign staff members to sessions.

Learn more: How to assign staff members to sessions from the schedule grid

Schedule grid session drawer with annotation highlighting the staff assignment menu for selection.

Learn more:

 

Schedule grid drawer showing overview of ‘Guests’ tab.

Working with the guests tab of the session drawer

From the guests tab in the session drawer, you can view guests, search for guests, view the status of guest waivers, and check in or out guests!

Assigning staff to sessions

You can manually assign staff members to sessions.

Learn more: How to assign staff members to sessions from the schedule grid

Schedule grid session drawer with annotation highlighting the selection of a staff account entry in the Guests tab.

Learn more:

 

Frequently asked questions

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Where can I find this feature using the menu?

  • Calendar > Schedule Grid

What permissions are required to use this feature?

  • Admin permissions or restricted permissions to View calendars.

What product availability does the schedule grid display?

  • The schedule grid only displays products with Timeslots availability.