Saving custom calendars

Create and save a custom calendar by using the menus on the Bookings toolbar.

1. Set your preferred options using the Filter and Display options menus.
2. Open the Custom calendars menu.
3. Click New custom calendar.
4. Enter a name for your calendar.

5. Click the Create button.

   

Your calendar will automatically be added to the list. To view a custom calendar, simply click on its name, and the saved filters and options will be applied.

Notes

• If you save a specific Bookings view (Month, Day, etc.) to a custom calendar, that view will override your Dashboard’s default Bookings view when the custom calendar is in use. (Not sure what your default view is? Go to the Settings section of your Dashboard and click the gear icon in the upper right. Your default view is located under the View section.)

• The first custom calendar in the list will appear as the default calendar for all users in your company. However, you can set individual default calendars for different users, if needed.

To access a saved custom calendar:

1. Go to the Bookings section of your Dashboard.
2. Open the Custom calendars menu from the Bookings toolbar.

3. Choose your custom calendar.

   

Once selected, the custom calendar will be applied to your Bookings section. It will also be highlighted in the custom calendars list. If you make any changes, remember to save your calendar again to retain the changes.

If you need to make changes to a saved custom calendar, you can do so by selecting the desired calendar, editing your options, then re-saving it with the same name.

1. Select the calendar you wish to edit using the Custom calendars menu.
2. Adjust your preferences using the Filter and Display options menus.
3. Click Custom calendars again and click the edit icon next to your calendar’s name.
4. Select the box next to Update to current settings on save.

5. Click Save.

   

Any user can set up their own default calendar in their personal settings. By default, company directors and admins also have the ability to update the default calendar for other users.

1. Go to Settings in your Dashboard.
2. Select Users & Permissions from the Settings menu.
3. Click Edit next to the user’s name.
4. Select the Account tab, then the Defaults tab.
5. Under Default custom calendar, select the preferred calendar.
6. Click Save.

You can reorder the list of saved custom calendars by dragging the reorder icon to the right of the calendar name.

Remember: The first custom calendar on the list will appear as the default calendar for all users in your organization, unless they have an individual default calendar set up.