Client Timeline Schedule Window


The Client Timeline Schedule window displays all bookings for one client for a day, week or month in a timelinel format, with the date and time listed across the window and resources listed down. The bookings appear as horizontal bars representing the time they occur.  If the System Administrator has chosen to allow bookings that cross midnight, the horizontal format can also display bookings for a quarter or year.

 

The settings entered at the top of the window control the display. Initial settings are taken from Schedule settings in the Update User Preferences window.  If you change the settings, your new settings will be saved for your next session.

Click the displayico Display button to display the schedule.

 

clienttimelineday

 

 

Color Source

Drop-down list to select whether the colors of the booking, client or booking status are used in the display.

Display Automatically

If turned on, when this window opens the schedule will automatically be displayed using the last settings used.  When any of those settings are changed, the window will refresh the display.  If turned off,  you must use the displayicoDisplay button to show the schedule.

Client

The client to be displayed. Click the downarrow button to select from a table of existing clients.

Time Scale

The client to be displayed. Click the downarrow button to select from a table of existing clients.

Date

A date in the period you want to display.

Text

The text to be shown in the booked time slots.  You can choose among showing no text, the booking name, the client's name, or the first six letters of the booking and the resource in the remaining space.

Begin

Start of the workday.  Bookings that occur before this time are not shown.

End

End of the workday. Bookings that occur after this time are not shown

Height

You can change the height of the rows shown.

Font

Select the font you want for the text by clicking the fontico button

 

 

To view or change the details of a booking, double click the bar representing the booking.

 

To add a new booking, click the Add button or double click on the empty time slot you want. The Add/Update Booking window will appear with as much information entered as can be determined from the time slot you selected.

 

You can also drag an existing booking to another time slot. The Add/Update Booking window will appear and display the existing booking, but with the new date information. Confirm by clicking the OK button. In this window, the start time is not automatically changed when an existing booking is moved to another time slot.