> For the complete documentation index, see [llms.txt](https://docs.echevarrisports.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.echevarrisports.com/guia/en/crm-erp/calendario.md).

# Calendar

Every Academy class and session, private class and camp, in one place.

## Views

Under the date you pick how to see it:

| View        | What for                                                                                                                       |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Today**   | One day with a column per coach. With the **By coach** selector you can also see it by location or by court.                   |
| **Week**    | The whole week.                                                                                                                |
| **Month**   | The month with a summary per day. Click a day to open it.                                                                      |
| **Coaches** | Assigning coaches: drag a coach onto a class to assign them, or drop them on a class that already has a coach to swap the two. |
| **List**    | The day's classes as a list, with attendance.                                                                                  |

![Day view, one column per coach](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-b85ad97ed10fdb4429111fb0de1521fc79318201%2Fcalendar-day.png?alt=media)

![Week view](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-22ef2dbef9925fe020202b14aa17dc926f5972ff%2Fcalendar-week.png?alt=media)

![Month view](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-f4efdae969a3bb056bb80ff545d4ace5c7781d2f%2Fcalendar-month.png?alt=media)

![Coaches view for assigning coaches](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-c0324f2a5f166b0deb74dc9ce9ab8abbe5e91905%2Fcalendar-coaches.png?alt=media)

![List view](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-4f163b88f67972ac865b08378e7ec21e5df69a8f%2Fcalendar-list.png?alt=media)

The arrows move you by day, week or month. The location, **Sport**, **Products** and **Coaches** filters narrow down what you see.

## Reading the colours

The legend is under the calendar:

* **Sport · fill**: the sport, tennis or padel.
* **Audience · border**: **Kids** or **Adults**.
* **Type · left stripe**: the kind of class (group, closed group, competition, semi-private, private, camp, Mix-in).
* **Signals**: the family has an overdue balance, something needs attention, or the coach is off or on holiday.

![The calendar legend](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-76379ea57bcb600414aec8dd35ace1f28890f8a9%2Fcalendar-legend.png?alt=media)

## Creating a class

1. Click **New class**, or click an empty slot in the calendar.

   ![The New class button](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-0f75d3f8f542a035b13886b5af31b02fac07aeca%2Fcalendar-new-btn.png?alt=media)
2. Choose what you're creating:

   * **Academy recurring class**: same day and time every week, with its students. It also shows in **Academy › Groups**.
   * **Single class / private**: just one session, such as a private, a trial or a make-up.

   ![What are you creating?](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-1c8203fd734bbeab791cf6de28bbb29723c0fb8f%2Fcalendar-new-pick.png?alt=media)
3. Fill in the day, time, coach, location and court, and save.

   ![The recurring class form](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-4dbf369400862bef2c698ddc33a4f6e556791444%2Fcalendar-new-class.png?alt=media)

   ![The single or private class form](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-4e7f689b93e95af8d2d9d5839deb1e9819046e60%2Fcalendar-new-single.png?alt=media)

{% hint style="warning" %}
If the coach already has another class at that time, the CRM warns you ("The selected instructor is busy at this time"). Pick another coach or time.
{% endhint %}

## Inside a session

Click a session to open its panel:

![A session's panel](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-37d48165516bdb038d2619fe096c30394d9bb4cc%2Fcalendar-session.png?alt=media)

* Warnings show at the top: students who haven't accepted the terms or who owe money.
* **Mark court booked**: confirms the court is booked. Until you do, it says **Court NOT booked**.
* **Take attendance**.
* **Edit recurring class**: changes every future session of the group (day, time, coach, court, level).
* **Edit this session only**: changes just this session (date, time, length, coach, location, court and a note, such as "Covering for Laura"). Save with **Save this session**.
* Further down are the session's students.

You can also **drag** a class to another slot to move it.

## Cancelling a session

1. In the session's panel, click **Cancel session** (at the bottom).
2. Pick the reason under **Why is it cancelled?**, for example "Weather (we cancelled)", and add a note if needed.
3. Underneath, the CRM tells you what that reason means: whether the client is charged and whether it counts for the coach.
4. Click **Cancel session** to confirm, or **Keep it** to leave it as it was.

![Cancelling a session](https://310662894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUtfEXMFEU0mFg84Ri6hx%2Fuploads%2Fgit-blob-82a7fa841b06399ac96fdc5640a23daa32d42855%2Fcalendar-session-cancel.png?alt=media)

Depending on the reason:

* **Rain, a club cancellation or an excused absence**: the group's students get a **make-up credit** to use in another class.
* **A private cancelled by the client**: the time they gave notice is recorded. The cancellation policy decides whether the client pays for the class.

{% hint style="info" %}
By default a cancelled class doesn't pay the coach or cost a court. Only Jesús or Nacho can decide it counts for the coach, always with a reason. That change is kept in **Audit › Counts for the coach**.
{% endhint %}

## What's still to sort out

The **Needs attention** figure at the top leads to the list of what's pending: classes without a coach or a date, payment alerts… Drag undated classes onto the calendar, or click them to pick a slot.


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