Summary
Learn how to use Key Automate’s calendar and the dashboard to preview, edit and delete bookings.
This article covers:
About viewing and managing key bookings
Key Automate organises keys in a virtual key cabinet and provides a Calendar and Dashboard view to help you schedule, edit, and track bookings. From these views, you can see borrower details, booking windows (checked‑out/checked‑in dates), and status, with colour chips that highlight items like Ready to collect, Checked out, Returned, Overdue, and Missing.
Tip: Use the calendar for quick hover previews and fast edits; use the Dashboard when you need extra options, such as Add Custom borrower, status changes, and overdue/upcoming lists.
Note: Before you begin, ensure that Bricks + Agent is enabled to access Key Automate.
Access the calendar and edit a booking
The calendar defaults to Month view, with Day/Week/Month toggles and colour chips for status. The Today button and arrows let you navigate dates.
To preview, edit, or delete a booking:
In Key Automate > Click the Calendar icon
Use the Day/Week/Month toggles to set your view; select Today or the arrows to move between dates
Click a booking to preview details (borrower, property, reason, and booking window)
Click the pencil (edit) in the top‑right
Edit fields as required:
Checked In date (planned return)
Borrowing reason (e.g., Routine inspection, Other)
Borrower (search or replace)
Click Save to apply changes or Cancel to discard
Delete a booking (from a calendar card)
Open the booking preview and click the trash can icon
Click Yes to confirm deletion
Note: Deleted bookings cannot be restored; recreate the booking if needed.
View and manage bookings from the dashboard
Use the dashboard’s key details pane for more options, including accessing overdue and upcoming lists, adding a custom borrower, and changing statuses.
In Key Automate > Click the Key Cabinet (key icon) to load the dashboard
You can search by property or use filters to locate a key and its booking
Click the relevant key to open Key Details
To adjust dates inline: click the pencil next to Checkout date(s)
Make changes, then click the check icon to save
Review Booked date(s): open Overdue or Upcoming tabs
Click the eye to view a read‑only version of the booking
Click the pencil to edit the Checked In date or Borrower
Click + Add Custom borrower if the person is not in your directory
If the key status has changed, select one of the actions at the bottom:
Key is returned (status returns to checked‑in/available)
Mark key as missing (enter a reason; status changes to Missing)
Flag key for issue (enter a reason; adds an issue flag without changing status)
Click Save to commit status changes
Note: The Save button remains greyed out until you select one of the actions, and required fields (e.g., reason) are completed for Missing or Issue.