Schedule — staff roster calendar

Using the Schedule Calendar

The Schedule is your at-a-glance view of every event, booking, and staff assignment across time. It's designed for owners, admins, and managers who need to spot gaps, catch conflicts, and keep their team rostered correctly.

Getting There

Navigate to Schedule in the main sidebar. The calendar opens on the current week by default.

Choosing a View

Use the zoom tabs at the top of the page to switch between views:

• Day — a single day in detail; ideal for busy event days
• Week — the default view; shows 7 days of assignments side by side
• Month — a broad overview to see how the month is filling up
• Fleet — a week-by-week view grouped by operation, useful for multi-truck or multi-team businesses (available on eligible plans)

Click the chevron left / right arrows to move backwards or forwards through time. Use the Today shortcut to snap back to the current date instantly. You can also use the date jump control to navigate directly to a specific date.

Filtering What You See

Narrow down the calendar using the filter controls in the toolbar:

• Category filter — show only catering events, retail orders, or both
• Filters dropdown — refine by pipeline stage (e.g. Enquiry, Confirmed) or other criteria
• Operations / Staff filter — isolate a specific operation or staff member to check their assignments and availability

Filters stack, so you can combine an operation filter with a stage filter to see, for example, only confirmed events for one food truck this week.

Reading Assignments, Gaps, and Conflicts

• Calendar blocks appear alongside events to show when staff are unavailable
• Empty columns or days with no events highlight scheduling gaps at a glance
• Switching to Day view on a busy date lets you see overlapping assignments more clearly
• Use Fleet view to compare workload across multiple operations in one screen

Adding Events

Click + New Event in the top-right corner to create a booking directly from the calendar.

> Tip: Pair the Schedule with individual staff records to review availability blocks before assigning someone to a new event.