Calendar View
The rental calendar provides a Gantt-style view of all your bookings across time. See at a glance what's out, what's coming up, and spot gaps or conflicts in your schedule.
Accessing the Rental Calendar
Click Rentals in the sidebar
Click the Calendar tab
Browse rentals across dates
Understanding the View
The calendar displays:
Rows — Each rental is a horizontal bar
Columns — Dates across the timeline
Bar length — Duration of the rental
Bar colour — Status of the rental
Colour Legend
Colour |
Status |
|---|---|
Purple |
Quote — Pending approval |
Blue |
Reserved — Confirmed, not yet active |
Green |
Active — Equipment currently out |
Grey |
Returned — Complete |
Custom statuses display in their configured colours.
Navigation
Date Navigation
Today button — Jump to current date
← → arrows — Move forward/back in time
Date picker — Jump to specific date
Scroll — Drag the timeline left/right
View Scale
Day — Detailed single-day view
Week — 7 days at a time (default)
Month — Full month overview
Quarter — 3-month strategic view
💡
Tip: Use week view for daily operations and month view for planning. Quarter view is great for seeing seasonal patterns.
Filtering the Calendar
Focus the calendar view with filters:
By Status
Click the status filter
Select statuses to show (Quote, Reserved, Active, etc.)
Calendar updates to show only those rentals
By Customer
Type in the search box
Select a customer
See only their rentals
By Equipment
Click "Filter by Equipment"
Select equipment items
See rentals containing those items
Clicking on Rentals
Click any rental bar to see:
Rental number and customer
Start and end dates
Status and total value
Quick action buttons
Click "View Rental" to open the full detail page.
Quick Actions from Calendar
Creating a Rental
Click on an empty date
Click "New Rental"
Date pre-populates in the form
Extending a Rental
Click and drag the right edge of a rental bar
Drag to the new end date
Confirm the extension
Moving a Rental
Click and drag the rental bar (not edges)
Drop on new dates
Confirm the date change
ℹ️
Note: Only Quote and Reserved rentals can be moved by dragging. Active rentals require editing through the detail page.
Calendar vs Equipment Calendar
CloudRent Pro has two calendar views:
Calendar |
Shows |
Best For |
|---|---|---|
Rental Calendar |
Rentals as rows |
Seeing all customer bookings |
Equipment Calendar |
Equipment as rows |
Checking item availability |
Both show the same underlying data from different perspectives.
Identifying Conflicts
The calendar highlights potential issues:
Overlapping bars — Multiple rentals for same equipment
Warning icons — Issues like overbooking
Red highlights — Critical conflicts requiring attention
Calendar Settings
Customise your calendar experience:
Click the gear icon
Configure options:
Week start day — Monday or Sunday
Default view — Week, Month, etc.
Show returned — Include completed rentals
Compact mode — Fit more rows on screen
Tips for Calendar Use
📂 Check Daily
Start each day by reviewing the calendar. Know what's going out and coming back.
🎯 Use Filters
Don't scroll through everything — filter to what's relevant to your task.
📝 Plan Ahead
Month view helps spot busy periods where you might need extra staff or equipment.
💰 Watch for Gaps
Gaps between rentals are revenue opportunities. Consider promotions for slow periods.