Calendar
1. ⚙️ Create calendar structures (e.g. for employees)
Before entering appointments, define the organisational levels (the actual calendars):
- Sign in: Sign in to the Kassenheld Console.
- Get started: Click the "Calendar" tab in the bottom-left corner.
- New calendar: Click "Add" in the top-right corner and select "Add calendar".
- Naming: Give the calendar a meaningful name, e.g. "Appointments Employee XY", "Vacation" or "General Customer Appointments".
- Finally: Save the new calendar.
2. ➕ Add events (appointments)
Once the structure is in place, you can enter specific appointments:
- Go 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 & time: Set the date and time of the event and enter a title (e.g. "Haircut for Customer XY for 30 minutes").
- Save: Save the event.
3. ✏️ Edit or delete events
- Edit: Find the event in the calendar grid and click it. You can edit all information in the detailed view. Then click Save changes.
- Delete: To remove an event, click the red "Delete" button at the bottom of the detailed view.
- Result: The event has now been deleted from the calendar.
4. 👀 Select calendars for the view
You can specify which calendars are displayed in your view to keep track of everything:
- Go to the "Calendar" tab.
- Above the calendar grid, find the "Select calendars" field or the "X selected" indicator.
- Open filter: Click this field to open a list of all calendars.
- Show: Place a checkmark next to each calendar whose events you want to see.
- Hide: Remove the checkmark to temporarily hide calendars (e.g. vacation planning).