Calendar

The calendar puts tasks, meetings, your reminders, deal close dates and (with Boarding on) stays in one place, in your time zone. You can schedule from an empty slot and drag things to reschedule.

Fifi's calendar lives inside Fifi. It doesn't sync with Google Calendar or Outlook.

Who can do it:

Open the calendar

Click Calendar in the menu (on a phone it's under More), or press g then a.

What you'll see:

• Tasks on their due date, as all-day items. High priority shows "!", low priority "↓".
• Meetings at their start time and length.
• Reminders: only your own task reminders.
• Deals: open deals on their expected close date, marked "Deal closing" with a stage marker (Lead, Qual, Prop, Neg).
• Stays (when Boarding is on): every stay that isn't cancelled, across each day it covers, whoever's calendar it is. See Boarding and pets.
• Meetings booked online, or booked by your team, carry a "B" marker. A cancelled booking is struck through. A booking that has a seat shows its name, such as "Table 2".

Weeks start on Sunday.

Change the view

Use the toolbar:

• Month, Week, Day or Agenda (the next 30 days), or Floor (your seats, while Online booking is on: see Floor view).
• Today, and the previous / next arrows.
• Person: Me (default), Everyone, or one teammate.
• Show or hide Tasks, Meetings, Reminders and Deals.
• Show completed to include finished tasks.

Your view is kept in the page address, so you can bookmark it.

In Month view a busy day shows 3 items, then "+N more". Click the day to see them all.

Schedule a meeting or add a task

1. Click an empty part of a day (Month) or a time slot (Week or Day). Or use Add in the toolbar.
2. Choose New task or Schedule meeting (or, while Online booking is on, Book an appointment).
3. For a meeting, fill in:
   • With: the contact, company or deal it's with (required);
   • Title;
   • Start date and Start time (the slot you clicked, or 09:00);
   • Length: 15, 30, 45, 60, 90 or 120 minutes, or Custom… (5 minutes to 24 hours);
   • Notes.
4. Click Schedule meeting (or Add task).

The meeting also appears on that record's timeline.

Book an appointment

While Online booking is on, Add → Book an appointment (or an empty slot, then Book an appointment) books a client for one of your booking types, the way your booking page would: pick the type, the client (or a new one), Anyone free or a teammate, a seat for types that need one, and an open time. The slot you clicked is picked for you when it's open. Owners and admins can also book outside working hours. The Floor view's Book here books a seat. See Online booking for every field.

A booking for a teammate shows on their calendar: choose Person: Everyone (or them) to see it on yours.

Reschedule by dragging

Drag a task, deal or one of your own meetings to another day or time.

• Meetings move in 15-minute steps and keep their length. Drag a meeting's bottom edge to change its length.
• On a touch screen, press and hold first.
• A task's reminder that hasn't been sent yet moves by the same number of days.
• Completed tasks, closed deals and reminders can't be moved.

With the keyboard

1. Tab to the item.
2. Press Space to pick it up.
3. Use the arrow keys:
   • Month view: ←/→ move a day, ↑/↓ move a week.
   • Week and Day views: ←/→ move a day; ↑/↓ move a meeting 15 minutes.
4. Press Space (or Enter) to drop it, or Escape to cancel.

Enter on an item opens its details.

Without dragging

Click an item to open its details, then click Reschedule. Pick the new date (and time and length for a meeting) and click Move.

The details also offer Complete / Reopen (tasks), Edit (your own meetings) and Open.

Bookings

Meetings booked through Online booking show "Booked online · Move or cancel" (or "Booked by ‹name›" when your team booked it in Fifi). You can't drag them. Move or cancel them in Settings → Booking, which tells the visitor.

A visit of a repeating appointment also says how it repeats ("Repeats every 3 months on the 2nd Tuesday at 9:00 AM · Until Dec 31, 2027", with a repeat icon). Its details have Change repeating… (this and all later visits) and Cancel… (only this visit, or this and all later visits); once a repeating appointment has ended, its remaining visits say "ended" and offer Cancel… only. Visits replaced by a change aren't shown or counted.

A booking of a type that needs a seat shows Seat: Table 2 · Change. Change offers the seats that are free for its time (members change their own bookings' seats; owners and admins any).

Floor view

The Floor view shows one of your floor plans with its seats, and who's in which seat at a moment of the day. It's there while Online booking is on, for everyone in the workspace: it shows the whole team's bookings, as Everyone does.

1. Click Floor in the view switch.
2. Pick the plan, if you have more than one. Plans with seats come first.
3. Pick the day with Today and the arrows, as in the other views.
4. Pick the moment: Now (today), the time field, or −15 and +15 minutes. It starts at now today, or 9:00 AM on another day, in your time zone. The address keeps the plan, day and time, so you can bookmark it.

On a clock-change day the day is 23 or 25 hours long, and every booking in it shows. When the clocks go back, a time in the repeated hour means its first occurrence: 1:30 AM is the first 1:30 AM, and the second hour can't be picked by time. Its bookings still show in the seats' days and the list, and as Next before they start. When the clocks go forward, a skipped time (2:30 AM) reads as the same time after the jump (3:30 AM).

Each seat shows its status in colour, an icon and a word (a small seat shows at least the icon and its name):

Kennels on the same plan are drawn as an outline with their name, without a status (their status is on the kennel board's Floor view).

Click a seat (or Tab to it, left to right and top to bottom, and press Enter) to see its day: Book here (while a booking type uses the seat), then each booking with its time, client, pets, type and teammate, with Open (the booking's details) and Change seat.

Book here opens Book an appointment with the seat, the day and the moment you picked filled in, offering only the booking types that can use that seat. A seat that's free at that moment also has its own Book here: on the plan (when the seat is big enough to hold it) and beside it in the Every seat list. Below are the day's bookings that need a seat and have No seat (a type that started needing seats after they were made), each with Change seat. The same No seat list, with a count, is under the plan.

Zoom with −, + and Fit, Ctrl/⌘ + scroll, or a two-finger pinch; drag or scroll to pan. Under the plan, Every seat lists each seat, in the order of Settings → Booking → Seats, with its status and its day's bookings. On a phone the plan fits the width, with a Plan | List switch.

If there are no floor plans yet, the view says "No floor plans yet": owners and admins get a link to Settings → Floor plans. A plan without seats says "No seats on this plan".

On a phone

• Month view shows a marker for each kind of item and a count. Tap a day to list its items below.
• Week view shows 3 days at a time.
• Floor view fits the plan to the screen, with Plan | List.

Troubleshooting

Related guides

• Tasks, reminders and follow-ups
• Activities and the timeline
• Deals and the pipeline
• Online booking