Navigating and filtering the asset calendar

Learn how to navigate, filter, share, bookmark the Asset Calendar and save your filter selections.

Are you new to the Asset Calendar? Then, read the first article in this series Introduction to the Asset Calendar.

Please read the entire series of articles, accessed at the side and bottom of this page, to learn more about the extensive features of the Asset Calendar.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Calendar > Product > Calendar > Asset > Asset tab

What more do I need to use this feature?

• Admin or restricted permissions to View calendars (to view the page), View items, products and assets (to view the data within the page).
  
• Products must be configured with an inventory type based on assets.
  
  

Which Checkfront version supports this feature - classic, new or both?

• Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products. 
   

 

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The following date options allow you to optimize the Asset Calendar to meet your needs.

 

By default, your assets are presented by day. Select Week from the drop-down menu to view the assignments by week. 

This provides a more compact calendar, but you can hover over the name of the assignment to open an overview with further details, including the name of the associated product and the time increment booked.

 

You can use your browser's zoom feature to zoom out the page to view more increments.

 Click the Today button to return focus to today's inventory.

 

You can jump back (<) to the previous day/week or forward (>) to the next day/week. 

 

Alternatively, you can choose a specific start date by selecting the date from the drop-down calendar or entering the date directly into the field provided.

 

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Clicking the arrow under the Category label opens a drop-down menu of available asset categories. By default, All categories of assets are displayed within the calendar.

Select one or more categories from the list to filter out a select asset by category, leaving only those from your chosen categories.

Do you have a long list of categories? Then, enter the category's name within the search field above the open menu, and the list is then limited to those values that start with the same letters. From there, you can easily select the category!

 

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When you first navigate to the Asset Calendar, the category sections are expanded, but the asset rows are collapsed. Asset and categories sections can be collapsed and expanded to suit your needs using the arrows (>)(v) next to each label. You can also expand and collapse rows using the options at the right-hand side of each category row.

 

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You can share a link to the Asset Calendar! Copy the URL from the Asset Calendar page browser address bar and paste the link into the preferred communication channel. Clicking on the link brings you to the Asset Calendar with any filters applied.

The Asset Calendar page can also be bookmarked within your browser so that you can quickly and easily return to your preferred view.

To access the linked content, recipients of shared links need to have Staff account access to view the Inventory Calendar. When clicking the link, they will be prompted to log in if they are not already logged in.

 

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You can configure your account to retain your filter selections within most reports and features so that you don't have to select your preferred filters repeatedly.

Learn more about your Profile Filter settings here: Managing your Admin, Staff, or Partner account profile

 

The following article in this series looks at managing assignments and booking information from the Asset Calendar.

 

 

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< Introduction to the asset calendar  |  Accessing manage assignment and booking information >

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