How to adjust the layout of the schedule grid

You can tailor the schedule grid layout based on your operational needs and help improve data visibility and management.

Read further to learn how to adjust the layout by columns, rows, or groups, or find answers to frequently asked questions.

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New to the schedule grid? Read the article Managing sessions using the schedule grid to learn more.

 


Adjusting the layout of the schedule grid

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You can adjust the layout of the schedule grid by columns, rows, and groups.

Columns define data attributes, rows determine the vertical stacking of sessions, and groups organize sessions according to the selected attribute segmentation.

 

Adjusting the layout by columns

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Follow these steps to adjust the layout by columns:

    1. Go to the Schedule Grid (Calendar > Schedule Grid).
    2. Select the Layout button.

      Schedule grid page with annotation highlighting ‘Layout' button.

    3. Open the Columns dropdown menu.


      Schedule grid layout window with annotation highlighting ‘Columns’ option.

    4. Choose from the options listed: None, Date, Start time, Product, or Product Category. The Date option applies by default.

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

      You can find the description of the column options below:

      Option Description
      None The attribute is not displayed. For example, if you choose None, the schedule grid does not display columns.
      Date The date of a given session, e.g., April 25.

      Start Time

      A session’s start time, e.g., 8:00 a.m.
      Product Name of the product, e.g., Advanced Sailing Lesson.
      Product Category Name of the product category, e.g., Sailing Lessons.


      The grid automatically refreshes to reflect your choice, e.g., Start time.

      Schedule grid area showing ‘Layout’ selection results.

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      Know the following:

      • To prevent redundancy, if you select an attribute as a row, column, or group, it does not display on the session tile.

        For example, if you choose Date as a column, the session tile does not display the date since you already have it as a column header.

      • If you select an attribute already in use for another option, it is automatically removed from the previous selection and applied to the newly selected option.

        For example, if you select Product Name under Rows and then select Product Name under Columns, the system automatically removes Product Name from Rows and assigns it to Columns instead.

      • The grid includes sessions that link to deleted/updated timeslots (orphan sessions), which are no longer available unless you have bookings tied to them. This logic ensures you can still review guest and booking data for sessions with bookings.

        For example, you update an 8 a.m. weekend session for a boat tour to 9 a.m. However, before this update, the 8 a.m. session had two bookings for April 20. The 8 a.m. session then displays on the schedule grid only for April 20 with those two bookings, and you can open the drawer to view the booking details.

       

    5. Close the layout menu by clicking outside of the menu or pressing [Esc] on your keyboard.

Adjusting the layout by rows

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Follow these steps to adjust the layout by rows:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Select the Layout button.

    Schedule grid page with annotation highlighting ‘Layout' button.

  3. Open the Rows dropdown menu.

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

  4. Choose from the options listed: None, Date, Start Time, Product, or Product Category. The Product option applies by default. 

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


    You can find the description of the row options below:

    Option Description
    None The attribute is not displayed. For example, if you choose None, the schedule grid does not display rows.
    Date The date of a given session, e.g., April 25.

    Start Time

    A session’s start time, e.g., 8:00 a.m.
    Product Name of the product, e.g., Advanced Sailing Lesson.
    Product Category Name of the product category, e.g., Sailing Lessons.


    The grid automatically refreshes to reflect your choice, e.g., Start time.

    Schedule grid area showing ‘Rows’ selection results.


    Callout icon of an open book, indicating additional learning resources.

    Know the following:

    • To prevent redundancy, if you select an attribute as a row, column, or group, it does not display on the session tile.

      For example, if you choose Date as a column, the session tile does not display the date since you already have it as a column header.

    • If you select an attribute already in use for another option, it is automatically removed from the previous selection and applied to the newly selected option.

      For example, if you select Product Name under Rows and then select Product Name under Columns, the system automatically removes Product Name from Rows and assigns it to Columns instead.

    • The grid includes sessions that link to deleted/updated timeslots (orphan sessions), which are no longer available unless you have bookings tied to them. This logic ensures you can still review guest and booking data for sessions with bookings.

      For example, you update an 8 a.m. weekend session for a boat tour to 9 a.m. However, before this update, the 8 a.m. session had two bookings for April 20. The 8 a.m. session then displays on the schedule grid only for April 20 with those two bookings, and you can open the drawer to view the booking details.

     

  5. Close the layout menu by clicking outside of the menu or pressing [Esc] on your keyboard.

 

Adjusting the layout by groups

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Follow these steps to adjust the layout by groups:

  1. Go to the Schedule Grid (Calendar > Schedule Grid). 
  2. Select the Layout button.

    Schedule grid page with annotation highlighting ‘Layout' button.

  3. Open the Groups dropdown menu.

    Schedule grid layout window with annotation highlighting ‘Groups’ option.

  4. Choose from the None, Date, Start Time, Product, or Product Category layout options. The Product Category option applies by default. 

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

    You can find the description of the group options below:

    Option Description
    None The attribute is not displayed. For example, if you choose None, the schedule grid does not display groups.
    Date The date of a given session, e.g., April 25.

    Start Time

    A session’s start time, e.g., 8:00 a.m.
    Product Name of the product, e.g., Advanced Sailing Lesson.
    Product Category Name of the product category, e.g., Sailing Lessons.

    The grid automatically refreshes to reflect your choice, e.g., Start time.

    Schedule grid area showing ‘Groups’ selection results.

    Callout icon of an open book, indicating additional learning resources.

    Know the following:

    • To prevent redundancy, if you select an attribute as a row, column, or group, it does not display on the session tile.

      For example, if you choose Date as a column, the session tile does not display the date since you already have it as a column header.

    • If you select an attribute already in use for another option, it is automatically removed from the previous selection and applied to the newly selected option.

      For example, if you select Product Name under Rows and then select Product Name under Columns, the system automatically removes Product Name from Rows and assigns it to Columns instead.

    • The grid includes sessions that link to deleted/updated timeslots (orphan sessions), which are no longer available unless you have bookings tied to them. This logic ensures you can still review guest and booking data for sessions with bookings.

      For example, you update an 8 a.m. weekend session for a boat tour to 9 a.m. However, before this update, the 8 a.m. session had two bookings for April 20. The 8 a.m. session then displays on the schedule grid only for April 20 with those two bookings, and you can open the drawer to view the booking details.

     

  5. Close the layout menu by clicking outside of the menu or pressing [Esc] on your keyboard.

 


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.

Can I save my customized view of the schedule grid?

  • Yes, you can bookmark or share the URL to revisit the same view later or send it to others for a reference.