As well as being able to format your calendar into daily and weekly views, you can also view it as an agenda of your upcoming bookings.
Agenda view allows you to see more information at a glance than daily and weekly view, including the price, the payment status, and the assets used. To see all of the booking information simply click on the booking the same as you would in daily or weekly view.
👀 To view bookings in agenda view
Simply click the tab on the top left of the calendar named Agenda
🔖 Viewing notes in agenda view
On the agenda view, the notes icon indicates that a booking has notes on it.
You can click on that notes icon to open up the notes directly.
Note that booking with multiple participants will not support this as each participant may have different notes. To see the notes per participant, you would simply click on the booking and click the customers tab.
⚙️ To set agenda view as the default:
Go to the Setup tab
Select Customize business settings
Set your default view as Agenda
🗂️ How to filter the bookings in your agenda
You can filter information by selecting and unselecting the information fields to the right of the page. You can filter by:
📈 How to download reports from the Agenda view
You can also easily download reports from the Agenda view by clicking on the Export button in the right upper corner.
The system will ask you to input the date range for which period you would like to see your booking information. This will then download a csv file to your device.
If you want to learn more about how to view your calendar in daily and weekly view click here. Otherwise, you can learn more about the daily and weekly filters here.