Calendar and pipeline views

Switch between calendar, pipeline and list to see availability, track opportunities and steer your activity.

One reality — your events — can be read in several ways depending on what you are trying to do at a given moment. When a client asks you on the phone "are you free on the 14th?", you need a spatial and temporal read of your occupancy. When you prepare your Monday sales review, you need to see where your opportunities stand in the sales cycle. And when you want to export, sort or process a list of files in bulk, you need a table. Joinways brings these three needs together in three complementary views that share exactly the same data: the calendar, the pipeline and the list.

These three views are not three separate databases: they are three angles on a single set of events. A change made in one is reflected instantly in the others. Knowing when to switch between them is one of the skills that saves the most time in the day-to-day management of an event venue.

Prerequisites

Before you can make the most of the three views, a few things should be in place in your workspace.

At least one event exists, otherwise the views are empty. Create one to experiment.
Your spaces (rooms) are configured so the space filter and the calendar reflect your real venue.
Your events have a status set (Option, Confirmed, Lost, Cancelled) so the pipeline sorts them into the right column.

What you'll learn

Use the calendar, pipeline and list views
Filter by status, space and period
Pick the right view for each need
Switch quickly between views without losing your context

The calendar view

The calendar is the spatial and temporal view of your activity. It shows the occupancy and availability of your spaces by day, week or month. It is the view to open whenever a date question arises: a client asks about availability, you want to schedule a visit, or you are looking for a slot to reschedule a moved event.

Here is what happens, concretely, when you use it.

You open the calendar: each event appears on its date, positioned on the space it occupies.
You choose the day, week or month scale depending on the granularity you need.
Free slots stand out from busy ones: you read availability at a glance.
You click an event to open its file, or a free slot to start a new booking.

The pipeline view (kanban)

The pipeline is the sales view. It presents your opportunities as columns matching the sales-cycle statuses: Option, Confirmed, Lost, Cancelled. Each event is a card you can move from one column to another. It is the view to open when you think in terms of progress: how many options pending, which to follow up, which have moved to confirmed.

Here is the typical flow of a pipeline review.

You open the pipeline: your events are spread into columns by status.
You scan the Option column to spot the opportunities to follow up.
You drag and drop a card from one column to another: the event status changes immediately and everywhere.
You click a card to open the file and move it forward (quote, follow-up, note).

The list view

The list is the tabular view. It lines up all your events in a table you can sort and filter column by column. It is the view to open when you want an exhaustive picture, export data or process several files in bulk. Where the calendar favours time and the pipeline favours status, the list favours exhaustiveness and sorting.

In practice, the list is used like this.

You open the list: all your events appear as rows.
You sort by column to order by date, status or space.
You apply filters to narrow the display to the subset you care about.
You export or process the resulting selection.

Filter and sort

Filters are the hinge between the three views: they narrow the set of events displayed, whatever angle you choose. Three filtering axes cover most needs.

By status to focus on your active pipeline.
By space to check a room's availability.
By period to prepare the week or month.

Reference: the views and their uses

For the record, here is an inventory of the three views, what each one shows and when to favour it.

Calendar: see occupancy and availability by day/week/month. Favour it to answer a date question.
Pipeline (kanban): track opportunities by status (Option, Confirmed, Lost, Cancelled). Favour it to steer sales progress.
List: sort and filter all your events in a table. Favour it for exhaustiveness, exports and bulk processing.

The statuses used by the pipeline also structure the filters in the other views: Option (opportunity in progress), Confirmed (booking locked in), Lost (opportunity that did not close), Cancelled (booking cancelled).

How it works

The fundamental principle is the uniqueness of the data. The three views read the same set of events; they merely present it differently. Changing a status in the pipeline, moving a date in the calendar or editing a row in the list all act on the same underlying object.

Direct consequence: a change made in one view is reflected immediately in the other two. If you drag an event from the Option column to Confirmed in the pipeline, it will appear with its new status in the list and stay positioned on its date in the calendar. Your views never fall out of sync.

Filters, for their part, are lenses: they do not delete data, they simply narrow what you see at a given moment.

Edge cases

A few situations deserve special attention.

A Lost or Cancelled event no longer occupies the room: it leaves the calendar's real occupancy while remaining traceable in the pipeline and the list.
An event with no clear status may not appear in the right pipeline column: set its status to place it correctly.
An active filter can make it look like an event has vanished: remember to reset it before concluding there is data loss.

💡 Tip: in pipeline view, drag and drop an event between columns to change its status.

Best practices

Calendar to quickly answer "are you free on the 14th?".
Pipeline for your weekly sales reviews.
List for exports and bulk processing.
Get into the habit of returning to an unfiltered view at the end of a task to avoid leaving a filter active.
Keep statuses up to date in the pipeline: that is what keeps the calendar and the list reliable.

Troubleshooting

Problem: an event I know I created does not appear in the list. Cause: a filter is probably active and excludes it from the display. Solution: reset the status, space and period filters, then check again.

Problem: a card is in the wrong pipeline column. Cause: the event's status is not the expected one. Solution: drag and drop the card into the right column, which updates the status everywhere.

Problem: the calendar seems to show a room as busy although the deal is lost. Cause: the status was not moved to Lost or Cancelled. Solution: update the status to free the slot in the real occupancy.

Real-world example

At the Monday review, the team opens the pipeline: 12 options, 4 to follow up this week. Then switches to calendar to schedule two visits with no room conflict.

Once the visits are scheduled, the team returns to the pipeline to drag one option that became firm into the Confirmed column. The change shows up at once in the list, which will be used at month-end to export the sales summary.

Another example

A client calls to find out whether the main hall is free on the 14th. The salesperson opens the calendar in week view, filters by space on the main hall and sees the slot is free. They click the slot to start an option.

Later, to prepare the quarter's invoicing, the manager opens the list, sorts by period, filters on Confirmed events and exports the whole thing in a few clicks.

FAQ

Do the views show the same data? Yes, they are three angles on the same events; a change reflects everywhere.

What is the fastest way to change an event's status? In pipeline view, drag and drop its card from one column to another.

Which view to check availability? The calendar, which shows occupancy and availability by day, week or month.

Which view for a sales review? The pipeline, which sorts your opportunities by status.

Which view to export or process in bulk? The list, which lines up all your events in a sortable, filterable table.

What can I filter on? By status, by space and by period.

Can a filter hide an event? Yes; an active filter narrows the display. Reset it to see everything again.

Does a Cancelled event still occupy the room? No; once the status is moved to Cancelled or Lost, the slot becomes available again in the calendar.