Calendar View
Last updated March 13, 2026
Calendar View
The Calendar page gives you a visual overview of your upcoming trips, tasks, and payment due dates in one place. Use it to spot scheduling conflicts, track deadlines, and plan your workload.
What Appears on the Calendar
Three types of events are displayed, each color-coded:
| Event Type | Color | What it shows |
|---|---|---|
| Trips | Blue | Trip date ranges — a pill appears on every day from start to end date |
| Tasks | Amber | Task due dates from your trips |
| Payments | Green | Invoice payment due dates, labeled as "Deposit" or "Final" with the trip name and amount |
A summary bar at the top of the page shows counts for the current month: how many trips, tasks, and payments are visible.
Month & List Views
On desktop, you can switch between two layouts:
- Month view — a traditional calendar grid. Each day cell shows up to three event pills; if there are more, a "+N more" indicator appears. Colored dot indicators in the corner of each day give a quick sense of what types of events are present.
- List view (agenda) — a chronological list of only the days that have events, making it easy to scan what's coming up. Each event shows its icon, label, and metadata (client name, task status, or payment amount).
On mobile, the agenda/list view is shown by default for a better experience on smaller screens.
Navigation
Use the left/right arrows to move between months, or click Today to jump back to the current month. The current month and year are displayed in the toolbar.
Filtering by Agent
In team workspaces, the calendar respects the My View / Agency View toggle:
- My View — shows only trips assigned to you
- Agency View — shows all trips across the team
When in Agency View, you can use the agent filter dropdown to narrow the calendar to a specific agent's trips.
Clicking Events
Click any event pill to navigate directly to the related page:
- Trip events open the trip detail page
- Payment events open the trip that the payment belongs to
- Task events show a tooltip with the task title and status on hover
Related
- Managing Trips — search, filter, and manage your trip list
- Invoices — create and track client invoices
- Trip Tasks — add to-dos and deadlines within trips
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