Day to day · Guide 20

Calendar

Your day, week and month at a glance, with every carer, session and stay in one place, and a private link to see it all in your own calendar app.

Open Calendar in the menu (on a phone, it is a tab along the bottom). It opens on today's Day view. Use the arrows and Today to move around, and New booking to book from here.

Day, Week and Month

ViewWhat it shows
Day (Day by carer when you have a team)The day hour by hour. With more than one person, each has a column headed with their name and how many bookings they have, or Off today.
WeekThe seven days side by side, for spotting gaps when a client asks about Thursday.
MonthEach day's bookings and sessions. Tap a day to open it in Day view.

Reading the Day view

  • Bookings are drawn in the pet's colour with the service's icon. A request still waiting for you has a dashed amber edge and a Pending badge. A cancelled booking is struck through.
  • Sessions show their time, who leads them, the pets booked in and how full they are, for example "2 of 6 booked". Tap a pet to open their booking, or the session to list that day's bookings.
  • All day holds stays and day care: Stay starts, Stay (continuing) and Stay ends (collection).
  • No fixed time lists flexible visits for the day, so they do not fight for a slot.
  • Closed days say so: a closure by name, or "You're normally closed on Sundays." from your opening hours.

Click an empty part of the day to start a new booking on that day. In Week and Month, sessions with nobody booked are summed up ("+2 not booked") to keep the view readable.

Note

How full a session is shows only to you and your team. Clients never see counts or places left, only whether a time or day is available.

Showing one person

With more than one person on the team, the Everyone button opens Show. Pick a name to see only their bookings and sessions, or Everyone to see them all again. On a phone it is the people button beside Today.

Your bookings in Google, Apple or Outlook

Barclo gives you a private calendar link you can subscribe to in the calendar app you already use. Owners and managers find it in Settings › Account › Your calendar, and it shows every booking in the business.

  1. Copy your link

    In Settings › Account, under Your calendar, choose Copy.

  2. Google Calendar

    Other calendars, then +, then From URL. Paste the link.

  3. iPhone or Mac

    Tap open the link on the card, or go to Settings, Calendar, Accounts, Add Subscribed Calendar.

  4. Outlook

    Add calendar, then Subscribe from web. Paste the link.

  • Each event shows the service, pets and client, with the client's phone, the carer and a link back to the booking. Home visits include the client's address.
  • It covers the last 14 days and the next 90. Requests show as "Request:" until you answer them, and cancelled bookings are taken off.
  • It is one way: make changes in Barclo, not in your calendar app.
  • Calendar apps refresh subscriptions on their own schedule, usually within a few hours, so a new booking may take a while to appear.
Warning

Anyone with the link can see your bookings. If it gets out, choose Reset link. The old link stops working straight away, including on your own phone, until you add the new one.

A simple daily routine

  1. Morning

    Start on Today: answer anything under Waiting for you, then check the Day view to see who is doing what.

  2. During the day

    Carers run their walks and visits from the Barclo app. Tap a booking for the address, notes and how to get in.

  3. As visits finish

    Mark them done, and send visit reports.

  4. End of the week

    Check Money for anything still to invoice or waiting to be paid.

Questions

Can I drag a booking to a new time?

Not on the calendar. Open the booking and choose Edit to change its date or time.

Guide: Bookings

Can I add bookings from Google Calendar?

No. The calendar link only sends your Barclo bookings out. Book in Barclo and the link picks it up.