Weekly, Monthly, and Yearly Views
Learn how to utilize the various calendar views on Evallo to optimize your scheduling workflow!
Evallo’s Calendar offers three distinct views—Weekly, Monthly, and Yearly—to help you stay organized and get the most out of your scheduling. Each view is tailored to provide a unique perspective, whether you’re managing daily sessions, planning for the month ahead, or reviewing your long-term schedule. Let’s explore each view and learn how to use them effectively.
Weekly, Monthly, and Yearly Views
Weekly View: Your Day-to-Day Management Hub
The Weekly View is the default view of the Calendar, designed to give you a detailed look at your schedule for the week. Here’s what makes this view so powerful:
What It Shows:
Days of the week (Monday through Sunday) as columns.
Time slots as rows, starting from 12:00 AM to 11:59 PM.
Event cards for all scheduled sessions, consultations, internal meetings, booked meetings (using booking link), and office work.
Key Features:
Event Cards: Each card is color-coded based on the service and event type (e.g., sessions, consultations) and includes details like time, attendees, location, and platform (e.g., Google Meet).
Hover Details: Hover over an event card to view more details or click on it to edit the event.
Mini-Calendar: Located in the sidebar, it lets you quickly jump to a specific week.
Filters: Narrow down the visible events by services, users, session statuses, and more.
How to Use It:
Use the Weekly View to plan and manage your daily tasks. It’s perfect for tutors managing back-to-back sessions or administrators keeping track of multiple users.
Quickly identify overlaps or free slots by scanning the time slots.
Tip: Customize your start day (Monday or Sunday) in the Calendar settings to match your workflow.
Monthly View: Your High-Level Planning Tool
The Monthly View gives you a bird’s-eye view of all scheduled events for the month. It’s great for long-term planning and reviewing your overall schedule.
What It Shows:
The month laid out with days as boxes, each containing event cards for scheduled sessions.
A highlighted box for today’s date, making it easy to identify where you are in the month.
Key Features:
Compact Event Cards: While less detailed than the Weekly View, the cards still display key information like event type and time.
Hover Details: Hover over a date to see a summary of events for that day.
Navigation: Use the arrows at the top of the screen or the mini-calendar to move between months.
How to Use It:
Use the Monthly View to track recurring events or to ensure a balanced schedule.
Quickly identify busy or free days and adjust your schedule accordingly.
Tip: Pair this view with advanced filters to focus on specific services or team members.
Yearly View: The Big Picture
The Yearly View is designed for long-term planning and offers a snapshot of your entire year. Whether you’re mapping out recurring events, holidays, or annual goals, this view helps you stay on top of your schedule.
What It Shows:
A grid of 12 mini-calendars representing each month.Dots on specific days to indicate scheduled events.
Key Features:
Hover Details: Hover over a dot to see a summary of events for that day.
Navigation: Use the arrows at the top of the screen to move between years or click on a specific month for more details.
How to Use It:
Use the Yearly View for strategic planning—whether it’s setting annual goals, marking holidays, or planning recurring sessions.Identify patterns in your scheduling and adjust to optimize your time.
Which View Should You Use?
Here’s a quick guide to when each view is most useful:
Next Steps
Now that you know how to navigate the Weekly, Monthly, and Yearly views, it’s time to put them into action. Use these views to plan your schedule, stay organized, and make the most of Evallo’s Calendar. For more tips, check out our articles on using filters, Time Blocks, and Schedule Mapper to simplify your scheduling even further.
If you have any questions or need assistance, our support team is always here to help!
