Booking Calendar Settings
What this is about
This page manages the operation of Vektori’s booking calendar. You can set the general display and time limit settings of the calendar, as well as create and manage bookable resources (e.g. employees, equipment, rooms) and the main categories of these resources. With the right settings, you ensure that the booking calendar serves the specific needs of your company.
How to get started
- Go to Settings in the main menu on the left-hand side.
- Select Booking Calendar from the settings menu.
- You will see the settings menu divided into three sections: General, Resources and Resource Categories. Select the desired section by clicking its heading.
What you can do on this page
1. General
Here you manage the basic view and times of the calendar.
- Day settings: Define the daily time range of the calendar (e.g. the working day starts at 06:00 and ends at 18:00).
- View settings:
- Choose which weekdays to hide from the calendar (e.g. weekends, if the company is only open on weekdays).
- Set the default view of the calendar (e.g. Month or Week view).
- Turn week numbers on or off.
- Importing bookings: Specify what default information the calendar uses as a substitute title if the imported booking lacks a title. Remember to press the Update button at the end.
2. Resource Categories
Here you organise resources into logical top-level groups (e.g. "People", "Meeting Rooms", "Vehicles").
- Creating a new category: Click + New resource category at the top right corner. Give the category a name and optionally link it to a specific record type (e.g. the system User). Press Save.
- Editing and deleting: Click the dropdown menu (pencil icon) on the left side of the row in the category list and select "Edit" or "Delete".
3. Resources
Here you create the actual items bookable in the calendar.
- Adding a new resource: Click + New resource at the top right corner.
- Fill in the mandatory fields marked with a red asterisk *: Name, Code and Category.
- You can assign the resource to a specific Vektori user from the User dropdown menu.
- Colour: Choose a distinctive colour for the resource from the colour palette. Finally, press Save.
- Filtering and management: You can search and filter resources using the Filters panel on the right-hand side (e.g. by name, ID or category). The visibility of columns in the list (e.g. ID, colour, created) can be adjusted from the settings icon at the top left of the table.
Tips and notes
- Recommended workflow: When using the calendar for the first time, always start by creating Resource Categories. Only then proceed to create individual Resources, so you can immediately link them to the top-level categories you created.
- Colour coding helps in daily use: Using colour codes for resources (e.g. a different colour for each employee) makes the visual calendar view much quicker to read.
- Consider time limits: Ensure that the "Day settings" (e.g. 06:00 - 18:00) cover all possible booking times for your company. Bookings outside the time limits may remain hidden in the day view.
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