Skip to content
Installer.com logo

View bookings on the calendar

A booking is a scheduled visit to an order’s address. The calendar shows the bookings you can see, so you know who is going where and when.

Open the calendar

Click Calendar in the sidebar. The number beside it counts the orders that still need a booking.

The page title is also a switcher. Pick My calendar for your own bookings, or the option named after your organization for everyone’s. You need organization-wide order access to switch; without it you always see your own.

Next to the title, Learn how scheduling works opens a short walkthrough.

Move around the calendar

On a wide screen the calendar shows a full week, starting Monday. On a narrow screen it shows one day.

  • Previous week and Next week step a week at a time. In the single-day view the same buttons read Previous day and Next day.
  • The date between them, for example May 2026, week 20, opens a month picker. Pick a date to jump to it.

A day with nothing on it reads No bookings.

Read a booking

A booking on the calendar shows:

  • The time.
  • The order’s display id.
  • The client’s contact name.
  • The address.
  • The name of everyone assigned to it.

In the single-day view a booking also shows the order name, the booking type, and buttons to call the client, message them, and open the address in maps. An all-day booking is marked All day instead of a time.

Click a booking to open its order.

Booking statuses

Two statuses appear on the calendar:

Status Meaning
Scheduled The booking step is done.
Pending The time is set, but the workflow’s booking confirmation step is not done yet.

Bookings on a Cancelled order do not appear at all.

Filter by order tag

Click Tags and pick one or more order tags. The calendar then shows only bookings on orders carrying those tags. This filter is on wide screens only.

See a day on the map

Click the Map tab, then pick a day with the date picker beside it. The map pins every booking for that day. Hover a pin to see the time, order name and display id. Click a pin to open the order.

An order with no coordinates is not pinned.

Time off on the calendar

Time off shares the calendar with bookings: Vacation, Sick leave, Personal, Training and Other. Click one to open Event details, where you can change it or delete it.

Orders waiting to be scheduled

When orders still need a booking, the calendar shows how many, next to an Open scheduler button. Place them from there. See Use the scheduler.

What the client sees

When an order’s workflow includes a booking step, the client portal gets a Bookings tab where the client sees their own booking.

Need help? Contact Installer.com support.

Was this helpful?