What is a Calendar?
In HostedSuite, a Calendar is a dedicated schedule space created for individual clients. It allows workspace staff to manage personal appointments, meetings, and time blocks on behalf of their clients. Calendars help streamline client scheduling needs separately from meeting room or resource bookings.
Setting Up a New Calendar
To create a new client calendar:
-
Go to the Scheduling menu > Calendars.
-
Click the New Calendar button.
-
Fill out the following fields:
-
Name
Enter the calendar’s name. This will be displayed when selecting calendars in the scheduler.
-
Client
Assign the calendar to a specific client. Each calendar must be linked to an existing client profile in HostedSuite.
-
Double Booking Policy
Set rules regarding overlapping appointments. Options typically include:
-
Prevent Double Booking – Disallows multiple appointments at the same time.
-
Allow Double Booking – Permits multiple appointments simultaneously.
-
Allow Until Max Concurrent Bookings – Allows overlapping bookings up to a specified maximum.
-
-
Max Concurrent Bookings
If using the “Allow Until Max Concurrent Bookings” policy, this field determines the maximum number of overlapping appointments allowed.
-
-
Click Save to create the calendar.
Viewing Calendars
Once calendars are set up, you can manage and view them from the Scheduler:
-
Navigate to: Scheduler > Calendars Tab.
-
Show or hide calendars by checking or unchecking them in the list.
-
View appointments by day, week, or month using the Date Selector options.