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Calendar

Learn how to schedule services, manage recurrences, and assign workers from the Klani calendar.

Scheduling services

The calendar is the central view in Klani. From here you can see at a glance which services are scheduled, who is assigned to them, and what their status is — and take action directly without leaving the screen.

Available views

The calendar has four views you can switch between using the buttons in the top-right corner:

  • Week (default) — hourly time slots per day. The most useful view for daily coordination.
  • Month — an overview of the full month. Great for planning ahead.
  • Day — full detail for a single day.
  • List — the week's services in a table format, easy to scan.

On mobile, the calendar opens in day view.

What each service shows

Each block on the calendar displays:

  • The name of the property where the service takes place.
  • The assigned workers (if there are more than two, a "+N" indicator shows how many more).
  • A colour based on status: blue (scheduled), yellow (in progress), green (completed), orange (incomplete), grey (cancelled).

Calendar interactions

  • Click on a service → Opens a side panel with full details: client, property, workers, price, status, and incidents. From here you can reassign workers, edit the service, or cancel it.
  • Drag a service → Move it to a different date or time. The change is saved automatically.
  • Resize a service → Drag the bottom edge of the block to change the duration. The system updates the minutes automatically.
  • Double-click on an empty slot → Opens the new service form with that date and time already filled in.

Filters

At the top of the calendar there are filters to show only the services you need: by worker, by property, or by status. Filters apply in real time.

Recurring services

If a service repeats regularly — a weekly clean, a monthly check — you can configure it as recurring and Klani will automatically generate the upcoming services without you having to create them one by one.

How to enable recurrence

When creating a service, in the Recurrence section, enable the option This service is recurring. Two additional fields will appear:

  • Frequency — choose between Daily, Weekly, or Monthly.
  • Every — the interval between repetitions. For example, Weekly · Every 2 = one service every two weeks.

When you save, Klani automatically generates the upcoming services with the same configuration: same client, same property, same worker, and same time slot.

Editing recurring services

You have two options depending on what you need to change:

  • Edit a single occurrence — open that specific service from the calendar or the service list and edit it normally. The change only affects that day; the rest of the series stays the same.
  • Change the pattern for the whole series — edit the original service (the first one in the series, marked as recurring). Klani will regenerate all future occurrences with the new pattern.
Tip: If you need to cancel a single occurrence without removing the others, edit just that occurrence and change its status to Cancelled.

Assigning workers

Klani includes an intelligent assignment assistant that shows which workers are available for each service and helps you pick the best option based on workload, specialisations, and experience.

How the assistant works

When creating or editing a service, once you have the date, time, and duration set, click Assign workers. A panel will open showing all your workers ordered by compatibility score (0 to 100).

For each worker you'll see:

  • Availability — whether they are free at that time or have a conflict.
  • Workload — the percentage of their shift already booked for that day.
  • Specialisations — the areas they are trained in.
  • Score — calculated from availability, workload, specialisations, seniority, and historical performance. The highest-scoring worker is highlighted with a star (⭐).

If a worker has a scheduling conflict, the assistant shows exactly which service overlaps and when. You can still assign them if needed — the system will warn you before saving.

Auto-assign

If you'd rather not choose manually, the Auto-assign best button automatically selects the highest-scoring available worker.

Reassigning from the calendar

You can change the workers assigned to any existing service without opening the edit form: click the service in the calendar, and from the detail panel use the Assign workers button. The current workers are pre-selected and you can add, remove, or swap them. When you confirm, the new workers receive a notification in their app.

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