Documentation

BookWell Documentation

Find guides, tutorials, and answers to help you install, configure, and manage BookWell.

Calendar View

The Calendar View is the scheduling command center for administrators and managers. It provides a visual, calendar-based representation of your business bookings, enabling you to track shifts, monitor staff workloads, and manage customer appointments in real time.

Quick Overview: The Calendar provides a comprehensive, color-coded monthly calendar grid that lets you drill down into individual appointment fields with a single click.

Step 1 — Access the Calendar Screen

To view your booking timeline, log into your WordPress admin panel and navigate to:

BookWellNow → Calendar

This screen is designed to be lightweight and fast-loading, adapting smoothly to tablet and desktop viewports.

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Step 2 — Monthly Navigation & Grid Flow

The default Monthly Calendar Grid displays all approved, pending, and scheduled appointments on their respective dates. Each calendar cell shows a compact summary containing the customer name, appointment time, and the booked service.

  • Previous/Next Month: Use the navigation arrow icons at the top left of the grid to flip between months.
  • Back to Today: Click the “Today” button to instantly snap back to the current active date.

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💡 Pro Tip: Click the date number in any calendar cell to instantly switch to the **Day Preview timeline** in the Dashboard for a closer look at hourly slot allocations.

Step 3 — Filter Appointments by Staff

If you run a business with multiple employees, you can filter the calendar to display shifts for a single team member or view bookings across the entire company. Use the **Staff Filter dropdown** in the top-right corner to toggle views instantly.

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Step 4 — View Detailed Appointment Popups

Click on any appointment block within the monthly grid to open the secure **Appointment Details Popup**. This popup compiles all booking logs dynamically from your database:

Field CategoryInformation DisplayedExample Log
Appointment InfoBooking ID, Service Name, Duration, Price#8402 | Premium Hair Cut (45 min)
Customer DataFull Name, Primary Email, Contact NumberJohn Doe (john@example.com | +1 555-0199)
Staff AssignmentAssigned Employee, Scheduled Time SlotJane Smith | May 29, 2026 @ 2:30 PM
Booking StatusTransaction Status & Approval StageApproved | Paid via Stripe

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Warning: Deleting a customer or staff member from BookWellNow settings may trigger outstanding balance conflicts inside active calendar records. Ensure all past appointments are archived before removing core nodes.

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