Schedules#
The main working screen of the module. A calendar in four views, in which you write reservations straight in, block time off for yourself and open appointments for booking.
You will find it in Moje firma → Agenda → Rozvrhy.
At the top there are always two dropdowns: Firma (company) and Kalendář (calendar). Everything you see below them belongs to the selected calendar — see Calendars. Next to them is a + Nový kalendář link.
Four views#
The Rok | Měsíc | Týden | Den switcher (year, month, week, day).
| View | What it shows | What it is for |
|---|---|---|
| Rok (year) | tiles for January–December with counts of reservations, blocks and closed days | a quick look at the season; click through to a month |
| Měsíc (month) | a grid of days with their state and free time | everyday orientation; click through to a day |
| Týden (week) | days one under another, hours left to right | how busy you are; with Všechny kalendáře also a comparison of employees |
| Den (day) | a vertical timeline with blocks | this is where you create things |
The states of a day in the month view: Volno (free), Částečně volno (partly free), Plno (full), Zavřeno (closed). Each day also carries a small note about free or occupied time.
Closed days in the month view are not clickable
You reach the day timeline only from a day that has at least something to offer. You reopen a closed day by deleting its Zavřený den record in Time slots.
In the week view the Kalendář dropdown offers Všechny kalendáře (all calendars) — each day then splits into lanes, one per calendar, told apart by the calendar's colour. Clicking the calendar's name in a lane switches to that calendar's own week.
The day view and the modal window#
The day timeline is made of blocks: Volno (free), Zavřeno (closed), Blokace (block) and reservations in the state Potvrzeno (confirmed) or Čeká na potvrzení (awaiting confirmation). Clicking a block opens a modal window.
| You click | The modal offers |
|---|---|
| Volno or Zavřeno | the Akce switch: Rezervace / Blokovat / Otevřít okno |
| a reservation | the client's details and state, the Rozsah termínu switch, and Zrušit rezervaci |
| a block | the Zrušit blokaci button |
Above the timeline there is a colour legend, and below it — where any exist — a list headed Mimo nabízená okna (outside the offered windows).
Do not overlook the \"Mimo nabízená okna\" list
It holds reservations and blocks lying outside the currently offered windows — typically because you shortened the working hours or closed the day after they were made. They are not visible on the timeline, but they still stand and the client is counting on them. Look at this list after every change of working hours.
Postup: writing down a reservation taken by phone#
- In Rozvrhy, pick the Firma and the Kalendář.
- Switch to Den and page to the date (the arrows left and right above the timeline).
- Click the Volno block at the time you are agreeing with the client.
- Leave the Akce switch on Rezervace.
- Fill in Jméno (name), E-mail, Telefon, and optionally Poznámka (note).
- Check Rozsah termínu (Od and Do) — it is prefilled from the block but can be adjusted.
- Set the Stav: Čeká na potvrzení, or Potvrzeno straight away.
- To send the client an email, tick Poslat klientovi email.
- Choose Uložit rezervaci.
A manually written reservation does not send an email by itself
The Poslat klientovi email tick box is off until you switch it on. For a client who agreed the appointment by phone and is not expecting an email from you that is right — just do not rely on it in the opposite case.
A reservation written by an administrator carries no consent timestamp
Consent is collected by the form on the site, not by you in the administration — so for a manual entry the system has nowhere to take it from and does not fabricate it. If you enter a client's details from a phone call, arrange the legal basis some other way; the reservation record will not evidence it.
Postup: blocking time off#
- In the day view, click the Volno block covering the time you want to keep.
- In the Akce switch choose Blokovat.
- Write the reason into Poznámka — you will then see it right in the block on the timeline.
- Choose Blokovat.
A block occupies time inside the offered windows (your own meeting, a break, travel) and that time stops being offered to clients.
A block cannot be saved across occupied time
Saving is refused with an explanation that the entered time overlaps a reservation or another block. Deal with the reservation that is already there first, and only then block.
The range of a block is not edited; the block is cancelled and made again
The block modal has no time fields — only information and the Zrušit blokaci button. Changing it means cancelling it and creating a new one.
Postup: opening an appointment outside working hours#
- In the day view, click the Zavřeno block at the time you want to offer.
- In the Akce switch choose Otevřít okno.
- Choose Otevřít okno.
The time is thereby added to that day's offer permanently — even though it lies outside the calendar's working hours. The same happens when you write a reservation straight into closed time.
Opening a window flips the day into daily-override mode
From then on that one day follows only its own windows and the calendar's working hours stop applying to it — see Calendars. The administration protects you from losing the offer by saving the current working hours as windows, but a later change of the calendar's working hours will no longer reach such a day. You can tell because the day shows Denní přepis instead of Výchozí (pracovní doba) in the Zdroj column.
Shortening and splitting a reservation#
The modal of an opened reservation has a Rozsah termínu switch with three options.
| Option | What it does |
|---|---|
| Zachovat (keep) | the range stays; only the client's details and the state are saved |
| Zkrátit (shorten) | shrinks the reservation; the new range must lie inside the current one |
| Rozdělit (split) | splits the appointment at the given time — the reservation stays on the first part, the second is released |
Splitting is the quickest way to release half an appointment
The client booked two hours and you will be done in one? Splitting it in half returns the second hour to the offer and the client keeps their appointment.
Merging appointments#
Every block has a tick box in its corner. Tick two or more adjacent blocks and a bar appears at the bottom with the number selected and a Sloučit (merge) button.
| Rule | How it turns out |
|---|---|
| Resulting time | from the start of the first to the end of the last |
| Resulting kind | decided by the order reservation → blocked → free → closed |
| Texts | notes are joined with a "+" |
| Several reservations | the earliest-starting one survives |
| Resulting state | Potvrzeno only if all merged ones were confirmed; otherwise Čeká na potvrzení |
A gap in the selection will not let the Sloučit button through
Select blocks with something between them and the bar states that ve výběru je mezera — sloučit lze jen sousedící termíny (there is a gap in the selection), and the button stays disabled. Only a continuous stretch can be merged.
Merging several reservations cancels the others, and with no email to the client
Only the earliest-starting one survives. The other clients learn nothing — the system sends them no message. Before merging two people's reservations, get in touch with them yourself.
Related#
- Calendars — the working hours the offer is computed from.
- Time slots — the table of windows, blocks and closed days; this is where you come to tidy up.
- Reservations — the list of client bookings and confirming them.