Review staff planning and calendar configuration

Request:
Review how staff planning, activities, operations, and special events should be displayed within the Fathom Bay calendar/planning module.

Context:
In our current system, When 2 Work, the planning overview is our single source of truth for the weekly operation. This is where staff can see everything that is planned for the week.

The current overview in W2W includes several categories, such as:

• Courses, guided dives, boat dives, and other water-based activities

• Front desk, office staff, and other non-diving staff

• Shop/location planning

• Closures or location-specific notes

• Special events

• Staff training

For example, in the current system:

• All water-work is shown in purple.

• Each location has front desk staff shown in their own location color.

• Delfins is shown in fuchsia.

• Dive Inn is shown in blue.

• Hamlet is shown in orange.

• The overview can also show that Dive Inn is closed on Friday.

• A clean-up dive event is shown at Dive Inn on Saturday.

• Duncan and Niels are shown as doing staff training with the Avelo system.

We may not need to copy the exact color coding into Fathom Bay, but the way the information is organized currently works well for our operation. The UI itself could possibly be improved, but the operational structure is important.

Goal:
Determine whether the Fathom Bay calendar/planning module should be used in the same way as our current When 2 Work overview: as one central view for all weekly planning information. Activities + Staffing on locations, special events, etc?

Main questions:

• Do we want the Fathom Bay calendar view to show courses, boat dives, guided dives, front desk staff, office staff, non-diving staff, location notes, and special events in one overview?

• If yes, what is the best way to combine these different planning types in one view without making the calendar too crowded?

• How do other dive shops usually organize this type of planning in Fathom Bay or similar systems?

Operational reason:
For our operation, it is important to have a company-wide overview at a glance. This is especially important for the Planning team.

Planning often needs to:

• Switch staff between locations.

• Replace or switch instructors on a course.

• Check who is working where.

• See which activities are happening across all locations.

• Review both activities and staffing in the same context.

If users need to constantly toggle between separate views such as “Activities,” “Operations,” and “Staff,” this could make planning slower and less practical.

Suggested direction:
Explore whether Fathom Bay can offer one combined planning/calendar view that includes both:

• Activity planning, such as courses, guided dives, boat dives, and events

• Staff planning, such as instructors, front desk, office, and non-diving staff

See Attachment for sketches of possible ways to display this within Fathom Bay. This also includes some filtering suggestions, i will make a seperate ticket for this.