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Using the Calendar View in FlowerBuddy

Toggle, filter, and view events, payments, and tasks in calendar format

Tony Guerrie avatar
Written by Tony Guerrie
Updated over a week ago

Summary

The Calendar page in FlowerBuddy offers a visual overview of all your events, payments, and tasks. With toggle and filter options, you can customize your calendar view to focus on specific types of data or team members. Color-coded indicators make it easy to identify statuses at a glance.

Instructions

  • Go to the Calendar page to see all your data in a calendar format.

  • Use toggles to show or hide the following data types:

    • Events

    • Payments

    • Tasks

  • Understand the visual indicators:

    • Events:

      • Hollow box = Inquiry or Proposal status

      • Solid box = Booked or Completed status

    • Payments:

      • Hollow dot = Unpaid payment

      • Solid dot = Paid payment

    • Tasks:

      • Hollow dot = Incomplete or In Progress

      • Solid dot = Complete

  • Apply filters to narrow the calendar view by:

    • Assignee

    • Event status

  • Click any item in the calendar to open a detail pane.

  • The detail pane provides more context, including:

    • Associated event

    • Due dates

    • Payment amounts

  • Each detail pane includes a direct link to the related event for easy access.

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