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Product / Bookings & Scheduling

One drag-and-drop canvas for the whole week

Bookings, absences, travel time and virtual recurring items — all on the same calendar. Drop a job onto a different person or day, duplicate with a click, and know immediately who’s off.

Current Week
Apr 13 — Apr 17
Team
TueApr 14
WedApr 15
ThuApr 16
FriGood Friday
A
Alex
Supervisor
10:30–12:00 Cityline Annex Compliance
08:00–10:00 Riverside General
Holiday Approved
C
Casey
Operative
Travel 45m · 18mi
09:00–11:30 Weston Hall General
10:30–12:00 Harbour Clinic General
01 · ONE CANVAS

Bookings, absences and bank holidays — same screen

You can’t double-book someone who’s on holiday because their holiday is on the same calendar as their bookings. UK bank holidays auto-import from gov.uk. Travel time shows between jobs. Virtual recurring items appear on future dates, ready to book in.

  • Bookings, travel time, absences and virtual items on one grid
  • UK bank holidays pulled live from gov.uk
  • Per-member daily totals — shifts & hours visible at a glance
  • Tap an empty slot to create a booking, travel time or holiday
What lives on the calendar
08:00–10:00 Riverside Annex General Clean
Booking — team member, time, location, task
Travel 45m · 18.5mi
Travel time between jobs
Holiday Approved
Approved absence — rendered inline
10:30–12:00 Harbour Clinic Virtual
Virtual item from a template — click to book in
GOOD FRIDAY
Bank holiday — auto-imported from gov.uk
02 · DRAG & DROP

Rearrange the week in seconds

Drag a booking onto a different team member. Drag it onto a different day. Xota updates the status automatically — an unassigned “Open” booking becomes “Active” the moment you drop it on someone. Recent changes pulse for 3 seconds so the whole team sees what moved.

Drag across people. Drag across days. Status updates itself.
Live General Clean · Cityline Annex Moved from Tue → Thu by Juliette
Team
MonApr 13
TueApr 14
WedApr 15
ThuApr 16
A
Alex
Supervisor
08:00–10:00 was here
08:00–10:00 Cityline Annex General Clean
C
Casey
Operative
08:00–10:00 Riverside General
09:00–11:30 Weston Hall General
10:30–12:00 Harbour Clinic General
J
Jordan
Operative
08:00–10:00 Harbour N Compliance
10:30–12:00 Cityline HQ Compliance
13:00–15:00 Riverside Compliance
03 · BOOKING TEMPLATES

Set a pattern once. Virtual bookings appear on your calendar.

Pick days of the week (Mon/Wed/Fri), or every N days. Xota drops virtual items onto the calendar for future dates — not auto-created, just waiting. Click one to book it in, or use “Book All Scheduled” to batch-book a range. End dates and pauses are built in.

  • Specific days of the week, or every N days
  • Time, duration, break minutes and assignee pre-set
  • “Book All Scheduled” batch-creates a whole range at once
  • Pause, resume or end-date any template without losing history
Virtual — not auto-created. Book them in when you’re ready.
Booking templates
+ Template
Compliance Check
Every Mon, Wed & Fri · 1h 30m · Morgan
Active
General Clean
Every 2 days · 2h · Jordan
Active
Deep Clean
Every week · Fri · 3h · Alex
Paused
Next 2 weeks
78910111213 14151617181920
Booked Virtual
04 · FILTERS

Saved filters for every corner of the business

Named, saveable filters by team, team member, client or project. Set one as default so it loads every time. Toggle “Show items from other filters” to see the context around a focused view without losing the lens.

  • Filter by team, member, client or project — or all four
  • Star one as default — it auto-loads every session
  • Toggle “show items from other filters” for full context when you need it
  • Filters work across Schedule and Bookings views consistently
Filters
+ Add filter
High-priority clients
Clients: Northbridge, Riverside · All projects
Default
North team view
Team: North Team · All clients
Compliance only
Template: Compliance Check · All teams
Active on calendar: High-priority clients Show other items
05 · LIFECYCLE & SIGN-OFF

From Draft to Signed Off — with proof

Every booking moves through Draft → Open → Active → Complete → Signed Off. Operatives attach photos on completion and capture a signature. The audit trail is automatic. Every signed-off booking flows into invoicing and reports.

  • Status colours match across calendar, list and mobile
  • Photo + signature capture built into sign-off
  • Failed bookings track a reason for the record
  • Once invoiced, bookings lock to preserve the audit trail
General Clean Signed off
3 photos
Draft Open Active Complete Signed off
Date
Wed, Apr 15
Team
Taylor
Time
09:00–11:30
Proof of work 3 photos · uploaded by Taylor, 11:43
Office
Washroom
Corridor
Signed by Amy Brooks on Apr 15, 11:47 Amy B.

Duplicate with a click

Clone any booking — date, time, team, description, checklist — and change only what moves. No re-typing.

Click-to-create on empty slots

Tap any blank cell and pick: new booking, travel time, or holiday request. Pre-filled with the date and team member.

Timeline (Gantt) view

Same data, different question. Calendar answers “what’s Tuesday look like?” — timeline answers “is anyone free between 2 and 4?”

Why planners actually use it

Drag across people & days

Move a booking with your cursor. Status and assignment update automatically.

Absence on the same canvas

Holidays and sickness render inline. You physically can’t book someone who’s off.

Templates, not clutter

Virtual items appear on the calendar waiting for you. Nothing is auto-created that you didn’t ask for.

Explore the rest of Xota

Put your whole operation in one place

Every booking, every client, every certificate — joined up and live for admins, clients and operatives. Start your 90-day free trial of everything. No credit card, cancel any time.