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Calendar Views

Customize what information appears on calendar event boxes with personal views, display modes, and status icons.

Written by Jerome Bajou
Updated today

Calendar Views let you control exactly what information appears on each event in your calendar. Choose a display mode, pick the data fields that matter most, and add status icons — so your team can see everything they need at a glance without opening each booking.


What Are Calendar Views?

Every event on the calendar shows a small box with a few lines of information. By default, you see the time, capacity, and product name — but different team members need different details. A boat captain wants to see the main resource and guest count; a front-desk manager wants payment status and the booker name.

Calendar Views solve this by letting each user create personal views that define:

  • Display mode — what the calendar shows (bookings, bookable availabilities, or all availabilities)

  • Three lines of data — pick a field for each line from a rich list of options

  • Status icons — add visual indicators (confirmation status, payment status, check-in, etc.) next to each line

You can create multiple views and switch between them instantly from the calendar.


Display Modes

Every calendar view uses one of three display modes, which controls what kind of events appear on the calendar:

Mode

What It Shows

Best For

Bookings

One event per booking — shows individual reservations

Day-to-day operations, guest management, payment tracking

Bookable Availabilities

One event per bookable time slot — shows slots that can accept bookings

Capacity planning, seeing what is still available

All Availabilities

One event per time slot — includes both bookable and non-bookable

Full schedule overview, spotting blocked or closed slots


Available Fields

The fields you can display depend on the display mode and the line position. Each line can show one data field.

Bookings Mode

Line

Available Fields

Line 1

Time, Product name, Product option, Reseller name, Discount code, Reseller commission, Tips, Paid vs Total, Expires at, Booker name, + Custom Attributes

Line 2

Guest mix, Extras, Product name, Product option, Paid vs Total, + Custom Attributes

Line 3

Main resource, Auxiliary resources, Booker name, Reseller name, Paid vs Total, + Custom Attributes

If you have Custom Attributes defined for bookings, they automatically appear as additional field options on every line.

Bookable / All Availabilities Modes

Line

Available Fields

Line 1

Time, Product name, Product option, Capacity status, Bookable status, Available resources count

Line 2

Pax count, Remaining capacity, Total capacity, Available resources count, Cut-off time, Duration

Line 3

Product name, Product option, Capacity status, Bookable status, Pricing strategy overview


Status Icons

Each line can optionally show a status icon on the right side. Icons give you instant visual feedback without reading the text.

Bookings Mode Icons

  • Confirmed — whether the booking is confirmed

  • Payment status — paid, partially paid, or unpaid

  • Refundable — whether the booking is refundable

  • Questions answered — whether the guest has answered required questions

  • Documents signed — whether required documents have been signed

  • Checked in — whether the guest has checked in

Availability Mode Icons

  • Unavailable — marks unavailable slots

  • Fully booked — marks slots with no remaining capacity

  • Paid — payment-related indicator


Switching Views

On the calendar page, click the View button in the top-right corner. A dropdown appears with two sections:

  • My Views — your personal custom views

  • Default Views — built-in system views available to everyone

Click any view to switch to it instantly. The calendar reloads with the selected display mode and field layout. Your selection is saved automatically — next time you open the calendar, it remembers your last active view.


Default System Views

CaptainBook comes with three built-in views that cannot be deleted:

View

Mode

Line 1

Line 2

Line 3

Bookings Only

Bookings

Time

Pax count

Product name

Bookable Only

Bookable

Time

Remaining capacity

Product name

All Availabilities

All

Time

Capacity status

Product name

These are a good starting point. You can use them as-is or create your own views with the fields and icons that matter to your workflow.


Creating a Custom View

To create your own view:

  1. Click the View button on the calendar.

  2. Click Create new view.

  3. A builder panel slides open on the right side of the screen.

  4. Fill in the details:

  • Name — give the view a descriptive name (e.g. "Captain's View", "Front Desk", "Capacity Check").

  • Display mode — choose Bookings, Bookable Availabilities, or All Availabilities. This determines which fields are available.

  • Line 1, Line 2, Line 3 — for each line, select a data field and optionally an icon from the dropdowns. The available options update based on your chosen display mode.

  • Set as default — check this box if you want the calendar to open with this view automatically.

  1. A live preview shows how your event boxes will look as you configure the fields.

  2. Click Save. Your new view appears under "My Views" in the dropdown.


Editing a View

  1. Click the View button on the calendar.

  2. Click Manage views.

  3. Find the view you want to edit and click the edit icon.

  4. The builder panel opens with the current configuration. Make your changes and click Save.

You can only edit views that you created. System default views cannot be modified.


Setting a Default View

You can set one default view per display mode. The default view is what loads when you open the calendar.

To set a default:

  • From the builder: check the "Set as default" checkbox when creating or editing a view.

  • From Manage views: click the star icon next to the view you want as default.

Setting a new default automatically removes the default flag from any other view in the same display mode.


Deleting a View

  1. Open Manage views from the View dropdown.

  2. Click the delete icon next to the view you want to remove.

System default views cannot be deleted. If you delete a view that was currently active, the calendar falls back to the next available view.


Custom Attributes on the Calendar

If you have Custom Attributes defined for bookings, they automatically appear as field options in the Calendar View Builder when using Bookings display mode.

For example, if you have a booking attribute called "T-shirt Size", it will show up in the field dropdowns for all three lines. Select it on any line to display that data directly on calendar event boxes.

This is especially useful for operational attributes — things your team needs to know before the guest arrives, like dietary preferences, pickup locations, or equipment sizes.


Example View Configurations

Captain / Guide View

Line

Field

Icon

Line 1

Time

Confirmed

Line 2

Guest mix

Checked in

Line 3

Main resource

None

See at a glance: when the trip is, how many guests (and whether they checked in), and which boat or vehicle is assigned.

Front Desk / Admin View

Line

Field

Icon

Line 1

Time

Payment status

Line 2

Guest mix

Documents signed

Line 3

Booker name

Questions answered

Focus on payment collection, guest readiness, and knowing who made the booking.

Reseller Tracking View

Line

Field

Icon

Line 1

Time

Confirmed

Line 2

Product name

None

Line 3

Reseller name

None

Quickly see which bookings came from which distribution partner.


FAQ

Can other team members see my custom views?

No. Custom views are personal — only you can see and use yours. System default views are shared across the team.

What happens if I change the display mode on an existing view?

The field selections reset to valid options for the new mode, since different modes have different available fields.

Can I reorder the views in the dropdown?

Views are ordered by their creation order. System views always appear in the "Default Views" section, and your personal views appear under "My Views".

Is there a limit to how many views I can create?

There is no hard limit. Create as many as you need for different workflows.

Does my view selection persist?

Yes. Your last selected view is saved to your profile and automatically loaded the next time you open the calendar.

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