Using the Calendar

The Calendar provides a visual way to manage and schedule both tasks and reservations. You can quickly see upcoming tasks, check whether a property is booked, and adjust timelines by dragging events directly on the calendar.

Overview

• Built with FullCalendar: Our calendar allows for drag-and-drop event management, multiple view modes (Month, Week, Day), and clickable events.
• Property Filter:
  • By default, the calendar displays all tasks across all properties (with no reservations shown).
  • To display reservations alongside tasks, you must select a specific property from the dropdown.
  • Only one property can be selected at a time if you want to see its reservations.

Calendar Features

1. Default View: Month

   • The calendar starts in Month view.
   • You can switch to Week or Day view in the upper-right corner of the calendar.

2. Tasks vs. Reservations

   • All Properties selected = Tasks only (for all properties).
   • Single Property selected (e.g., “Beach House #4”) = Tasks + Reservations for that property.

3. Interacting with Tasks

   • Click a Task to open the Task Form, where you can edit details such as start/end dates, assignees, status, etc.
   • Drag & Drop a Task to a new date or time to reschedule. This immediately updates the task’s scheduled time.
   • Resize a Task (if the task’s time range is shown, such as in the Week/Day view) by dragging its edges to change the start/end time.

4. Interacting with Reservations

   • Click a Reservation to view its details in a read-only mode. Reservations can’t be edited directly from the Calendar.

5. Property Dropdown

   • Located at the top of the page.
   • Select “All Properties” to see tasks for every property (no reservations).
   • Select a specific property to see that property’s tasks and reservations.

6. On-the-Fly Updates

   • When you move (drag) or resize a task on the calendar, it automatically updates the task’s start/end times.
   • The system may prompt you to confirm the date/time change, and changes are saved immediately.

How to Use the Calendar

1. Open the Calendar Page: By default, you’re in the monthly view showing tasks for all properties.
2. Choose a Property:
   • If you want to see reservations for a specific property, pick that property from the dropdown.
   • The calendar will reload, showing tasks and reservations for that property.
3. Switch Views (Month/Week/Day):
   • Use the FullCalendar controls (usually at the top-right of the calendar).
   • In Month view, you see events by day blocks.
   • In Week or Day view, events appear in time slots, enabling resizing to adjust durations.
4. Drag/Drop a Task to reschedule.
   • Clicking and dragging a task to a new date/time changes its scheduled start time.
   • In Week/Day view, you can also stretch/shrink a task to change its end time.
5. Click a Task to open the Task Form.
   • The form will appear below the calendar (in the #task-form-container section).
   • Update the task’s details (e.g., assignees, status, notes, images) and click Save.
6. Click a Reservation (if you have chosen a specific property) to open a read-only view of reservation details in the #reservation-container.

Notes & Tips

• Permissions: You’ll only be able to edit tasks for which you have the correct permissions (e.g., property managers or assigned users).
• Saving Changes: Be sure to save your changes in the Task Form after editing. Changes made by dragging tasks on the calendar are saved automatically.
• Colors/Styling: Reservations have different colors, depending on the channel configuration, so you can differentiate different channels at a glance.
• Mobile View: On smaller screens, dragging might be limited.

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When you’ve scheduled your tasks and reviewed your reservations in the calendar, you can jump back to the Tasks Page or learn how to Manage Invoices for completed work. You can also learn how to export an ICal from Mint Condition and import it to other booking platforms to avoid double bookings Ical Export