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Overview

The Calendar is your command center for managing appointments, viewing schedules, and monitoring availability. It provides multiple views and tools to help you stay organized and ensure smooth operations.
The Calendar integrates with Services, Availability, and CRM to provide a unified booking management experience.

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Accessing the Calendar

Navigate to Calendar in the main navigation to access these tabs:

Today

Dashboard view with today’s schedule, next booking, and timeline

Calendar

Monthly calendar with date selection and full events list

Availability

Real-time availability viewer and rules management

Settings

Service configuration and booking rules

Public Page

Public booking page settings and preview

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Today Tab

Your daily operations dashboard showing:

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Next Up

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Next Booking
widget
Quick glance at your next appointment:
  • Service name
  • Customer name (linked to CRM contact)
  • Start time and duration
  • Location/meeting link
  • Quick actions (Confirm, Cancel, Edit)

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Today’s Schedule

Chronological list of all bookings for today:
  • Time slots with booking details
  • Status indicators (Confirmed, Pending, Cancelled)
  • Host assignments
  • Available vs. booked time blocks
Visual indicators:
  • 🟢 Confirmed: Booking confirmed by customer or staff
  • 🟡 Pending: Awaiting confirmation
  • 🔴 Cancelled: Cancelled booking (greyed out)
  • ⚪ Available: Open time slot

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Timeline View

Horizontal timeline showing:
  • Current time indicator
  • Bookings as blocks on timeline
  • Gaps showing available time
  • Overlapping bookings (if any)
  • Buffer times visualized
Use cases:
  • Quick visual check of day density
  • Identify gaps for manual bookings
  • Spot scheduling conflicts

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Calendar Tab

Full calendar view with date navigation and booking management.

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Monthly Calendar

  • Date Selection: Click any date to see that day’s bookings
  • Today Highlight: Current date clearly marked
  • Booking Indicators: Dots or badges showing booking count per day
  • Navigation: Previous/next month arrows, quick jump to today
  • Week Numbers: ISO week numbers displayed
The calendar uses ISO 8601 weekday convention: Monday is day 1, Sunday is day 7. Week starts on Monday.

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Bookings List

Below the calendar, see detailed bookings for the selected date: List columns:
  • Time: Start time and duration
  • Service: Service name with duration badge
  • Customer: Contact name (clickable to CRM profile)
  • Host: Assigned team member (if applicable)
  • Status: Current booking status
  • Actions: Quick action buttons
List features:
  • Sort: By time, service, status, or customer
  • Filter: By service, host, team, or status
  • Search: Find bookings by customer name or service
  • Export: Download as CSV for external use

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Creating Bookings from Calendar

1

Select Date & Time

Click on a date, or click New Booking button
2

Choose Service

Select from available services. System shows only services you can book based on:
  • Service active status
  • Your permissions
  • Configured availability
3

Select Date & Time

If not pre-selected, choose:
  • Date
  • Start time (system shows available slots)
  • Duration (pre-filled from service, can override)
4

Assign Host/Team

Based on service fulfillment settings:
  • Any Host: System assigns automatically
  • Specific Host: Choose the person
  • Team: Select team (optionally assign specific member)
5

Add Customer

Link to a contact:
  • Existing contact: Search and select
  • New contact: Enter name, email, phone (creates CRM record)
  • Email/Phone only: Quick booking without full contact creation
6

Additional Details

Optionally add:
  • Seats: Number of spots to reserve (for multi-seat services)
  • Notes: Internal notes about the booking
  • Meeting Link: Override default meeting URL
  • Channel: How booking was made (console, phone, etc.)
7

Confirm

Click Create Booking to finalize. System:
  • Validates availability
  • Creates booking and blocks time
  • Links to contact (creates activity in CRM)
  • Sends confirmation (if enabled)

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Bulk Operations

Select multiple bookings to perform bulk actions:
  • Confirm all: Mark multiple pending bookings as confirmed
  • Export selected: Export specific bookings to CSV
  • Cancel multiple: Batch cancel (with caution)

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Availability Tab

Real-time availability viewer and rules management—see Availability documentation for complete details.

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Quick Availability Check

Test what customers see:
1

Select Parameters

Choose:
  • Service
  • Date range
  • Host or team (if applicable)
2

View Available Slots

System displays:
  • All available time slots
  • Capacity per slot (total and available)
  • Held slots (temporarily reserved)
  • Booked slots (greyed out)
3

Diagnose Issues

If no slots available, see why:
  • No availability rules defined
  • Business hours restriction
  • All slots booked
  • Active overrides blocking time

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Managing Availability Rules

From this tab, you can:
  • Create new availability rules
  • Edit existing rules
  • Set overrides for closures or special hours
  • Test rule combinations

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Important Dates Sidebar

The calendar includes a sidebar showing upcoming important dates:
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Date Types
enum
  • Renewal: Contract or subscription renewals
  • Follow-up: Scheduled follow-ups with contacts
  • Birthday: Customer birthdays for personal touch
  • Custom: Other significant dates
Features:
  • Sorted chronologically (soonest first)
  • Linked to contacts (click to open CRM profile)
  • Add new dates directly from sidebar
  • Automatic reminders (coming soon)
Source tracking:
  • Manual: Entered by staff
  • CRM: From CRM activity
  • Comms: Extracted from communications
  • Booking: From booking metadata

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Booking Status Workflow

Bookings move through various states:
1

Pending

Initial state when booking is created
  • Awaiting confirmation from customer or staff
  • Time is held and blocked
  • Can be confirmed or cancelled
Actions: Confirm, Cancel, Edit, Reschedule
2

Confirmed

Active booking that will occur
  • Customer confirmed or staff marked confirmed
  • Appears on calendar and schedules
  • Reminders sent (if enabled)
Actions: Cancel, Edit, Reschedule, Mark Complete
3

Completed

Past booking that occurred
  • Service was provided
  • Remains in history
  • Counted in analytics and reports
Actions: View only (can leave notes after the fact)
4

Cancelled

Did not occur
  • Cancelled by customer or staff
  • Time released back to availability
  • Reason logged (optional)
  • Remains in history for record-keeping
Actions: View only, Can recreate/rebook if needed
5

No-Show

Customer didn’t appear
  • Time passed, customer didn’t show up
  • Marked manually by staff
  • Tracked for customer history
Actions: View, Reschedule, Leave note

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Time Holds System

When customers book online, Kordless uses temporary holds to prevent double-booking:

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How Holds Work

1

Customer Selects Time

While browsing available slots, customer clicks on a time
2

15-Minute Hold Created

System places a temporary hold:
  • Blocks the time from other customers
  • Shows as “held” in availability
  • Countdown timer starts
3

Customer Completes or Abandons

If completed: Hold converts to confirmed bookingIf abandoned: Hold automatically expires after 15 minutes and time becomes available again
Hold visibility:
  • Staff can see active holds in calendar
  • Other customers see held slots as unavailable
  • Holds listed separately from confirmed bookings
Managing holds:
  • View all active holds
  • Manually release holds if needed
  • Extend hold time for phone bookings (coming soon)

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Recurring Bookings

Recurring bookings are coming soon. You’ll be able to create series of appointments with one action.
Planned features:
  • Daily, weekly, monthly, or custom recurrence
  • End date or count-based termination
  • Edit series or individual occurrence
  • Skip dates (holidays, vacations)
  • Bulk reschedule entire series

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Calendar Integrations

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Google Calendar Sync

Google Calendar integration is in development.
Planned capabilities:
  • One-way sync: Kordless → Google Calendar
  • Two-way sync: Bidirectional updates
  • Multiple calendar support
  • Automatic meeting link creation

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iCal Export

Export your calendar to other apps:
  • One-time iCal export
  • Subscription URL (coming soon)
  • Filtered exports (by service, host, team)

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Outlook Integration

Outlook integration is coming soon.

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Calendar Views & Filters

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View Options

Hourly breakdown of a single day:
  • Time slots on vertical axis
  • Bookings as blocks
  • Color-coded by service or host
  • Shows gaps and buffer times
Best for: Daily operations, front desk

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Filtering Options

Narrow down what you see:
Show only specific services:
  • Select one or multiple services
  • Useful for service-specific reporting
  • Helps identify popular services
Filter by who’s providing service:
  • Individual host
  • Entire team
  • Unassigned bookings
Great for workload balancing
Show specific booking states:
  • Confirmed only
  • Pending only
  • Cancelled (usually hidden by default)
  • Completed
Clean up view by hiding irrelevant statuses
Custom date ranges:
  • Today
  • This week
  • This month
  • Custom date range
Reporting and historical analysis
See all bookings for a specific customer:
  • Enter customer name
  • Shows complete booking history
  • Useful for customer service inquiries

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Best Practices

Start each day by reviewing:
  • Today’s bookings and any changes
  • Pending bookings needing confirmation
  • Upcoming important dates
  • Staff assignments and coverage
Takes 2-3 minutes and prevents surprises.
Don’t leave bookings in “pending” status:
  • Confirm within 24 hours
  • Or reach out if more information needed
  • Set up auto-confirmation for low-risk services
Customers appreciate quick confirmation.
Add notes to bookings for:
  • Special requests or requirements
  • Customer preferences discovered
  • Issues that arose
  • Follow-up needed
Future you will be grateful!
Update booking status promptly:
  • Mark completed after service rendered
  • Mark no-shows when they occur
  • Cancel properly (don’t just delete)
Accurate history improves analytics and customer insights.
Check active holds periodically:
  • Expired holds should auto-release
  • Stuck holds can be manually released
  • High volume of abandoned holds might indicate booking flow issues
Keeps availability accurate for other customers.

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Troubleshooting

Possible causes:
  • Status is cancelled or hidden
  • Date filter excluding the booking date
  • Service or host filter excluding this booking
  • Calendar cache needs refresh
Solution: Clear all filters and refresh page
Possible causes:
  • No availability rule covers that time
  • Host/team not available then
  • Time already booked (check holds too)
  • Override blocking that time
  • Outside booking window for service
Solution: Check Availability tab to diagnose
Possible causes:
  • Capacity set too high
  • Buffer times not configured
  • Manual booking overriding availability
  • Simultaneous bookings race condition
Solution: Review capacity and buffer time settings, enable booking holds
Check:
  • Service is active and public
  • Availability rules exist for the service
  • Booking window allows far enough ahead
  • Minimum notice requirement not too restrictive
  • Business hours cover the times they’re looking for
Solution: Test in Availability Viewer from customer perspective

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Next Steps

Managing Bookings

Learn how to edit, reschedule, and manage bookings

Configure Services

Set up services that appear on your calendar

Set Availability

Define when bookings can be scheduled

Public Booking Page

Let customers book directly from your public page