Calendar
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Translated from the Italian guide. Narciso itself is in Italian, so the names of buttons, menus and fields are shown exactly as they appear on screen, with a translation in brackets where it helps.
The Appuntamenti (Appointments) page is the salon's calendar. For a whole week or for a single day it shows the staff's appointments with their working hours (the shifts) in the background, and lets you create, open, move, reassign and delete appointments with the mouse.
It is Narciso's opening page: after logging in, and every time you type an address that does not exist, you land here. It is open to all three roles, with no restricted functions (see Roles and permissions). The browser tab title is «Agenda & Calendario appuntamenti — Narciso» (Calendar & Appointment calendar — Narciso).
Contents
What the page looks like#
From top to bottom:
- Header: on the left the title Appuntamenti with month and year; in the centre the arrows and the label of the week or day; on the right the Muoviti (Go to) and Nuovo (New) buttons.
- Staff bar: a «pill» for each active team member, in their colour.
- Time grid: on the left the Ora (Time) column, then the columns for the days (week view) or for the team members (day view).
The calendar updates by itself: a booking made by the bot, by the website or by a colleague, and changes made by other users, appear without reloading the page and without sounds. While data is arriving, a light veil with a band of light passes over the grid, without blocking clicks. If loading fails no message appears: change week or reload the page.
Header#
| Element | Function |
|---|---|
| Left and right arrows | Week view: previous or next week. Day view: previous or next day. There are no limits in the past or in the future |
| Central label | Week view: «1ª SETTIMANA» (1st WEEK) … «5ª SETTIMANA» (5th WEEK) (position of the week in the month) and below the dates «dd/mm - dd/mm», from Monday to Sunday. Day view: the day in full, for example «LUNEDÌ 12 GENNAIO» (MONDAY 12 JANUARY) |
| Muoviti | Week view: opens the mini-calendar to jump to another week. Day view: becomes an arrow icon and takes you back to the week view |
| Nuovo | Opens the window to create an appointment with no date or time (see New appointment) |
Weeks always run from Monday to Sunday. The line with month and year shows the month of the Thursday of the week displayed.
The «Muoviti» mini-calendar#
- Press Muoviti: a box opens with the calendar of the month; it closes with a click outside.
- The arrows at the top change month. Moving the mouse over a day highlights its whole week.
- A click on a day closes the box and shows the week that contains it. The chosen day is remembered for when you switch to the day view.
- Torna a oggi (Back to today) takes you back to the current week and day. This button does not close the box: it is closed with a click outside or on a day.
Week view and day view#
Week view (the default): seven columns, one for each day. The header of each column shows the number and abbreviation of the day; today is highlighted. A click on a day's header switches to the day view. Each appointment is in the column of its day, in the colour of its team member.
Day view: one column for each active team member, with the name in capitals. If there is no active team member, a single column titled «Nessun Barbiere» (No Barber) appears.
On narrow screens the grid scrolls horizontally, because each column has a minimum width.
The staff bar#
- One pill for each active team member, with a dot in their colour and their name (deactivated team members do not appear: they are reactivated from the Staff page).
- A click on a pill selects it; a second click deselects it.
- In week view the selected pill shows only that team member's appointments and shifts. In day view it filters nothing.
- If the pills do not fit on the screen, moving the mouse towards the sides shows arrows to scroll them.
- Dragging an appointment onto a pill reassigns it to that team member (see below).
The grid#
- The time rows run from 7:00 to 22:00: appointments outside this range are not visible and cannot be created by clicking on the grid.
- Each hour is divided into six 10-minute slots. Moving the mouse over a free slot tints it light blue and the cursor becomes a crosshair.
- A red line marks the current time (Italian time) across the whole width of the grid. Holding the mouse over it shows a box with the day and the exact time, seconds included.
The background shifts#
Background boxes appear in the grid showing when the staff work, taken from the Turni (Shifts) page (see Shifts):
- one person alone: dashed border and a light background in their colour;
- several people together: solid border and a background in the colour obtained by mixing their colours.
The backgrounds do not intercept the mouse: you can click and drag over them. They update by themselves when the shifts change, even from another computer.
Personale Disponibile (right click)#
With the right click on a background shift (or on an appointment sitting over it) the Personale Disponibile (Available Staff) box opens, with the list of people on shift, the shift interval (for example «09:00 - 13:00») and the Modifica (Edit) button, which opens the Personale page on the Turni tab, already positioned on the day clicked. The box closes with a left click outside, by starting a drag, or with another right click.
With the right click where there is no shift, the error «Nessun turno disponibile per l'area selezionata» (No shift available for the selected area) appears.
The appointment card#
Each appointment is a white card with a border in the team member's colour.
| Part of the card | Meaning |
|---|---|
| Top left | Start and end time, «HH:mm - HH:mm» |
| Below, in bold | The client's first name and surname («Cliente» (Client) if not found) |
| Circle on the right | Appointment status |
The card shows no services, price or workstation: to see them, open the record with a click (see Appointment card).
| Icon | Status | Colour |
|---|---|---|
| Hourglass | In attesa (Pending) (appointment just created) | Amber |
| Tick | Confermato (Confirmed) (the client is expected) | Green |
| Flag | Completato (Completed) (service carried out and paid) | Blue |
| X | Annullato (Cancelled) | Red |
| Crossed-out figure | Assente (Absent) (client did not show up) | Purple |
The height of the card is proportional to the duration: for each service the duration, application time and cleaning time count, added together. A products-only appointment (pick-up) takes 15 minutes. An appointment with several specialists appears as separate cards, one for each, each with its own colour and time. If two cards start in the same hour and overlap, they sit side by side; moving the mouse over one brings it in front of the others.
Opening, creating and moving#
| Gesture | Effect |
|---|---|
| Click on a free slot | Opens Nuovo appuntamento with the day and time already chosen (in day view, also the team member of the column) |
| Click on a card | Opens the appointment record |
| Click on a day header (week view) | Switches to the day view |
| Click held on a card and movement | Drag: moves or reassigns |
| Right click on a shift | Personale Disponibile box |
To create an appointment under a card, click on a free part of the same slot, not on the card. The page has no keyboard shortcuts.
Creating an appointment from the grid#
You cannot create an appointment in the past: a click on a slot that has already passed shows the error «Non puoi creare appuntamenti nel passato» (You cannot create appointments in the past). Right after a drag the click is ignored for a moment, so as not to open the creation by mistake.
Moving and reassigning by dragging#
- Press the left button on a card and hold it down.
- Move the mouse: the original card becomes semi-transparent and a «ghost» follows the pointer. Beside it a hint appears with the destination: the day and time of the slot (for example «📅 lun 12/01 10:30»), the team member's name if you are over a pill, or «Trascina su un giorno o barbiere» (Drag onto a day or barber) outside any destination.
- Release the button:
- on a slot of the grid: the appointment is moved to that time;
- on a pill: it is reassigned to that team member, the time does not change;
- elsewhere: nothing happens.
- In the new place a dashed card appears for a moment while Narciso checks shift, qualifications and overlaps; the original appointment stays in its place, dimmed. If all goes well the move is final, otherwise the card disappears and the error appears.
In week view the column under the mouse indicates the day and the team member stays the same. In day view the column indicates the team member: releasing on another column also changes the team member.
If you hold the mouse near the right edge of the window the week (or the day) advances by itself; over the Ora column on the left, it goes back; near the top or bottom edge the grid scrolls. You can therefore move an appointment to another week without releasing it.
Messages after release#
| Message | Type | Meaning |
|---|---|---|
| Orario aggiornato (Time updated) | Success | The move has been saved |
| Appuntamento riassegnato (Appointment reassigned) | Success | The team member has been changed |
| Barbiere occupato (Barber busy) | Error | The destination team member already has an overlapping appointment |
| Orario già occupato per questo barbiere (Time already taken for this barber) | Error | In the chosen slot the team member already has another appointment |
| Postazione già occupata in questo orario (Workstation already taken at this time) | Error | The appointment's workstation is used by another appointment at that time |
| Non puoi spostare un appuntamento in un orario passato (You cannot move an appointment to a time in the past) | Error | An appointment cannot be moved to a time that has already passed |
| Appuntamento con più specialisti: modificalo dalla scheda invece di trascinarlo. (Appointment with several specialists: edit it from the record instead of dragging it.) | Error | Cards with several specialists are changed from the record, with Modifica (see Editing and deleting an appointment) |
| Spostamento non riuscito: errore di comunicazione con il server, riprova (Move failed: communication error with the server, try again) | Error | The save did not reach its destination |
| A message written by the system, for example «Nessuno staff abilitato è disponibile per tutti i servizi richiesti a questo orario…» (No qualified staff available for all the requested services at this time…) | Error | The team member is not qualified for the services, is outside their shift or the time is not compatible |
The destination team member must be qualified for the appointment's services, on shift and free. Overlaps are checked against the appointments already loaded for the week or day displayed.
The past#
| Situation | Behaviour |
|---|---|
| Creating by clicking on a slot that has already passed | Error «Non puoi creare appuntamenti nel passato» |
| Moving an appointment with the mouse to a time that has already passed | Error: it cannot be moved to the past |
| Opening a past appointment | Always possible |
| Saving changes to a past appointment | The Salva (Save) button stays disabled (see Editing and deleting an appointment) |
| Deleting a past appointment | Possible, unless it has already been paid |
Procedures#
Seeing the appointments of a single team member
- Press their pill in the staff bar (week view).
- Only their appointments and their background shifts remain.
- To go back to everyone, press the same pill again.
Moving an appointment to another day
- In week view, press on the card and drag.
- Bring the ghost onto the column of the new day and onto the right time, checking the hint (for example «📅 gio 15/01 16:30»).
- Release: «Orario aggiornato» appears.
Changing the team member
- Drag the card and release it on the team member's pill (or, in day view, on their column at the same time).
- If they are free, «Appuntamento riassegnato» appears, otherwise «Barbiere occupato».
Finding out who works at a certain time
- Right-click on the coloured background area.
- Read the Personale Disponibile box. To change the shifts, press Modifica.
Common problems#
| Problem | What to do |
|---|---|
| Clicking on the grid opens nothing | If «Non puoi creare appuntamenti nel passato» appears, the slot has already passed. If nothing appears, you have just finished a drag: try again after a moment |
| A newly created appointment is not visible | Check that another team member's pill is not selected (week view), that you are looking at the right week or day, and that the time is between 7:00 and 22:00 |
| The right click says «Nessun turno disponibile…» | Nobody has a shift at that point: add one from the Turni page (see Shifts) |
| The dragged card went back to its place | It was released outside slots and pills, or the save was refused: read the error message |
| A team member is missing from the pills | The pills show only active team members: reactivate them from the Personale page |