Your daily calendar: where to see everything at a glance

The calendar is where you’ll live every day as an owner or team member. It’s the main operational dashboard: it shows what’s happening today, what’s coming up, who’s serving whom, and where there are open slots. This guide teaches you to master it.

How to get there

In the side menu, go to Calendar (it’s the second option, after Home). By default it opens the current day view.

The two views

Above the calendar you have a toggle:

• Day: a single date, with hours in vertical rows and professionals in horizontal columns. Ideal for phones and for seeing the detail of each appointment.
• Week: 7 days in columns, hours in rows. Ideal for planning the week on a computer.

Tip: on a phone, the week view is hard to read. The system automatically detects that you’re on a phone and opens the day view. If you want to see the week, switch to a computer.

Navigating between dates

There are three ways:

1. “Previous” and “Next” buttons: move forward/back one day or one week depending on the active view.
2. “Today” button: takes you to the current day (useful when you’re exploring future dates and want to come back quickly).
3. Date picker: tap the calendar icon and choose a specific date.

Reading an appointment

Each appointment appears as a colored block. The block’s height represents the duration (a 60-min appointment takes up twice as much as a 30-min one).

Each block shows:

• Customer name (at the top, in bold).
• The booked service.
• Start time (top right corner).

If you tap it (or hover), the full detail opens in the right-hand side panel. There you’ll see:

• Customer details (phone, email).
• Service + duration + price.
• Assigned professional.
• Current status.
• Source (how the booking arrived: public link, manual, etc.).
• Notes, if any.

And the action buttons: Confirm / Reject / Reschedule / Cancel / Mark as completed / Mark no-show.

Statuses and their colors

Quick tip: if your calendar is full of amber, consider switching to automatic mode. If it’s full of green with no issues, all good. If you see lots of red cancellations, review your policy and your confirmation mode.

Filters

Above the calendar you have filters to focus on what you’re viewing:

Filter by location

If you have several, choose one to see only its appointments. If you have a single one, the filter stays fixed.

Filter by service category

Useful when you offer many different services. For example if you want to see only facials and hide the rest.

Advanced filters

Tap “More filters” to open a panel with extra options:

• Show types: Bookings and/or Blocked time. Useful if you want to hide blocked time to focus on bookings.
• Professionals: check only the ones you want to see. Useful when there are 5 professionals but you only want to see your own schedule.
• Statuses: hide cancelled or completed ones to clean up the view.

The system remembers your filters between sessions. If you filtered by “confirmed only” today, you’ll keep seeing it that way tomorrow until you change it.

Create a booking manually

When a customer calls or messages you on WhatsApp asking for an appointment, you can create it directly on the calendar:

Method 1: drag in the empty slot

1. Position yourself over the day and time where you want to create the booking.
2. Drag downward the desired duration (10 minutes = one slot, 60 minutes = more slots).
3. The quick form opens with the date, time, and duration already filled in.

Method 2: tap on a slot

If you just tap an empty slot (without dragging), the form opens with the default duration of whichever service you choose.

The quick form

It asks for only the essentials:

Tap Create. The booking appears confirmed (it doesn’t go through manual mode when you create it directly).

Reschedule by dragging

If you need to change an appointment’s time, simply drag the block to the new position:

• You can move it within the same day (changing only the time).
• Or to another column (changing the professional).
• Or to a whole different day (if you’re in week view).

Once you drop it, the system asks “Do you want to notify the customer?”. If you say yes, an automatic email goes out with the new time. If you say no, you take care of letting them know.

Block off a slot

To “cover” a slot where you don’t want to receive bookings (lunch, training, short vacations):

1. Tap an empty slot.
2. In the quick form, choose “Block time” instead of “Create booking”.
3. Add a reason (optional): “Lunch”, “Training”, etc.
4. Tap “Block”.

The system draws the blocked time in striped gray. Customers can’t book there.

For long blocked time (a week of vacation), see Block off time (vacations, absences).

Sync with your personal calendar

Each professional who has “Receive calendar invitations” turned on receives an .ics file by email with each new booking. When opened, it’s automatically added to:

• Google Calendar
• Apple Calendar (iCal)
• Outlook
• Any calendar app that supports .ics (nearly all of them).

Advantage: you wake up in the morning and your 10:00 appointment is already in your Google Calendar, with a notification 15 minutes before. You don’t need to open Citauno to find out.

Useful shortcuts

Common mistakes

What you already have

• An understanding of the calendar’s structure (views, columns, colors).
• The ability to create manual bookings by dragging or tapping.
• Knowledge of filters and shortcuts to work faster.
• Sync with your personal calendar.

Next step

Before inviting everyone to book, give the checklist one last review. Continue with Going-live checklist.