Weekly Calendar View

Exciting news Genbookers — we have released our week view of the calendar! We'd like to thank all of you who took notice and gave us your feedback on it. Now, here's a crash course in what you're seeing.

If you have a one-person business, your default view of the calendar will be the week view. It looks like this:

You'll notice that the current week is highlighted above the dates and there are other weeks to choose from. as well. If you click on the double arrows, you'll skip to the highlighted week's equivalent in the next month.

You'll notice two icons next to each date when you're in this view.

The one that looks sort of like a broken circle will, when clicked on, mark the staff member whose schedule you're viewing as "Away Today". The other, which looks like a calendar with one day highlighted in red, will take you to a day view of the calendar.

If you have multiple staff members, your schedule will default to the day view:


The icons next to the staff members' names will be the same as those next to the dates in the week view, except now the calendar icon will take you to the week view of a particular staff member's calendar.

If you have staff categories, you'll also notice that there are no longer tabs at the top of the calendar, where you can click in order to switch the category you're viewing. There is, instead, a drop-down menu at the top left of the calendar.


One more difference between the week and single day view is that in the single day view (where you see multiple staff members) you have two sets of arrows. The single arrows will take you back or forward one week in time, whereas the double arrows move you one month. You will, of course, still land on the corresponding day of the following/previous month.

If you are in the week view and have multiple staff members, you'll see a drop-down list of staff members where the categories would be in the single day view, from which you can choose to see another staff member's schedule week by week.

Another difference you'll notice is that the staff members no longer have drop-down menus under their names (ie: you can no longer hover above a staff member's name and see a list of options for settings). The Away Today icon took care of one of the previous options, but the others — like the Offline Mask — will have to be accessed by going to Settings, then Staff who provide your services and then clicking on the staff member's name.

Deleting Staff Members

Sometimes you'll need to delete a staff member from your online appointment scheduling account. This is not difficult and can usually be accomplished in just a few easy steps.

Locate the option to delete the staff member on his/her details page, under Settings, Staff and the staff member's name. At the bottom of this page, right under the Save Changes button, you'll see a link saying "Delete this staff member". You'll want to click this link.

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Please remember that your staff member must not have any future appointments OR blocked times in the calendar, in order to make it possible for you to delete him/her. If there is a future appointment or block, you will see the following error message:

You'll need to go through the calendar, week by week, to see whether there are appointments, blocks, or both still set up for that staff member. You may wish to move appointments to another staff member. However, in the case of blocks, you should simply delete them.

In the example above, you'll see that Keri has two future blocks in her calendar. These need to be removed before the system will let us delete Keri from our staff list. Deleting a block is just like deleting an appointment. First, click on it once.

You'll see an appointment details box pop out, where all the fields are empty because it's not really an appointment. Click the "Cancel this appointment" link at the bottom of the box. Once you confirm that you wish to delete the block, it will be removed from the calendar.

When you're sure there are no future appointments or blocked times in the calendar for the staff member you wish to delete, go back to his/her details page and try again.

The $1 Credit Capture Hold

Genbookers who use our Credit Card Capture feature sometimes ask why clients see a $1 transaction on their credit cards immediately after booking an appointment via Genbook.

The most important thing to remember is that it's not a charge, but a hold. A temporary $1 hold is placed on the card as part of the verification step of the credit card capture process. It will disappear back into the account within a few business days.

So please let your clients know it's nothing to worry about!

Your Tabs

We've already tackled the things you can do with the Customers and Reviews tabs, so it's time to take a look at the Inbox, Settings and Support tabs.

The Inbox is where all current and upcoming online appointments will appear (ie: not those you make manually, directly in the calendar).

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Here you'll see the appointment date and time, the staff member chosen for the appointment, the client's name, the service and the time/date the appointment was received, along with a unique confirmation code. One of the best things about your Inbox is that you can sort the appointments by any of the headings. If, for example, you want to see appointments grouped by staff member, simply click the "Staff" heading.

To view contact details, click on the client's name. This will also give you the options of seeing the appointment in the calendar, canceling it or choosing to "complete" it.

Your Settings tab is just what it sounds like, the place where you adjust all the settings for your business.

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This is where you'll go whether you need to adjust your business' operating hours or appointment lead times, turn a feature like Credit Card Capture or Appointment Reminders on/off, input dates when your business will be closed for vacations/holidays, add your logo and much, much more. It's also where you'll set up and edit your staff and services. Best of all, you can check the outcome of any changes you've made by clicking the BookNow button to the right and doing a test appointment.

At the bottom of the Settings page, you'll find the different ways to make it easy for clients to book online with you.

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You'll see your customizable scheduling page URL and have access to the Customer Invitation Tool. You'll also find your BookNow button code and instructions on how to get the button on your site, as well as Facebook.

Support is where you'll find links to blog articles that provide information on features, solutions to problems and tips on how making Genbook work better for your business. The articles are sorted under headings that help you quickly and easily find what you're looking for — whether you're just "Getting Started with Genbook" or looking to "Manage availability settings".


This is also the tab from which you can reach out to our Customer Care Team if you have a question or problem that isn't addressed in those articles. Just scroll to the bottom of that page and click "send us a support message".