You can use the Calendar to monitor payments, manage tasks, and filter items by owner, client, type, or due date.
🗓 Monthly Calendar View
The main calendar displays a monthly overview of all scheduled items.
Each date may contain:
• To-Dos
• Payments
Click on any date to view the items scheduled for that day. The selected date will highlight, and a detail panel will appear showing everything due.
📌 Viewing Items on a Selected Date
When you click on a specific date, you’ll see:
• The item title (e.g. Pay £10,000.00 to Food Catering)
• The item type (Payment or To-Do)
• The associated contact
• An Open button to access the full record
This allows you to quickly jump into the task or payment without searching manually.
🔎 Filter Your Calendar
Use the filter panel on the left-hand side to customise what you see.
👤 Owner
Filter items by team member.
Select one or multiple owners to see only their assigned tasks and payments.
Best for:
✔ Team accountability
✔ Viewing individual workloads
✔ Managing multiple planners
👥 Client
Use the dropdown to filter by a specific client or view all clients.
Best for:
✔ Reviewing tasks for one event
✔ Checking client-specific payments
🏷 Type
Choose what appears on your calendar:
☐ To-Do
☐ Payment
Select one or both depending on what you want to focus on.
Best for:
✔ Reviewing financial commitments only
✔ Checking outstanding action items
⏳ Due Date
Quickly filter by:
☐ Overdue
☐ This Week
☐ This Month
☐ Missing
Best for:
✔ Identifying urgent tasks
✔ Avoiding missed deadlines
✔ Cleaning up incomplete items
💡 Why Use the Calendar?
The Calendar acts as your control centre. It helps you:
✔ Stay organised
✔ Track supplier and vendor payments
✔ Monitor deadlines
✔ Manage team responsibilities
✔ Prevent overdue tasks
Everything is visual, simple, and accessible in just a few clicks.