How do I create and edit calendars and appointments?
The calendar in your Kassenheld Console helps you organise employee shifts, holidays, or specific customer appointments (events).
1. ⚙️ Create basic calendars (organisational levels)
First, define the calendar names you need (e.g. one for each employee):
- Sign in to the Kassenheld Console.
- Click the "Calendar" tab in the bottom-left corner.
- Click "Add" in the top-right corner and select "Add calendar".
- Name the calendar, e.g. "Appointments Employee XY", "Holiday", or "General Customer Appointments".
- Save the new calendar.
2. ➕ Add events (appointments)
Once you have created the structure, you can add appointments to the calendars:
- Go back to the "Calendar" tab.
- Click "Add" in the top-right corner and select "Add event".
- Assignment: Select the calendar to which the event should belong from the list (e.g. "Appointments Employee 2").
- Details: Set the time and date for the event and enter a title (e.g. "Customer XY haircut for 30 minutes").
- Save the event.
3. 🗑️ Edit or delete events
- Find the event in the calendar grid and click it.
- The appointment opens in a detailed view where you can edit all information. Then click Save changes.
- To remove the event, click the red "Delete" button at the bottom of the detailed view.
- The event has now been deleted from the calendar.
4. 👀 Select calendars for the view
To keep the calendar view clear, you can choose which calendars should be displayed at any time:
- Go to the "Calendar" tab.
- Above the calendar grid, find the "Select calendars" field or the "X selected" indicator (where X is the current number of displayed calendars).
- Click this field to open a list of all calendars you have created.
- Select: Tick the checkbox next to each calendar whose events you want to see in the overview.
- Deselect: Clear the checkbox for calendars you want to hide for now (e.g. completed projects or holiday planning).