Step 1 — Scheduling Hub
Hub — Active State
3
Today
12
This Week
2
Pending
Calendar
View appointments
Availability
Set working hours
Appointments
Manage bookings
Upcoming Appointments
Kitchen Remodel — In-Home Review
Deck Repair — Site Visit
Pending Invitations
No pending invitations
Appointment requests from homeowners will appear here
SchedulingHome — contractor scheduling hub
useRouter, useThemedStyles(createStyles)
Hub — Empty State
0
Today
0
This Week
0
Pending
Calendar
View appointments
Availability
Set working hours
Appointments
Manage bookings
Upcoming Appointments
No upcoming appointments
Your scheduled appointments will appear here
Pending Invitations
No pending invitations
Appointment requests from homeowners will appear here
SchedulingHome — empty / new contractor state
Empty component renders for both sections
Step 2 — Calendar Views
Calendar — Month View
Month
Week
Day
Agenda
Filters
February 2026
Today
SunMonTueWedThuFriSat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
Wednesday, Feb 25
2 appointments
Bathroom Tile — Estimate
Roof Inspection — Site Visit
ContractorCalendar — MonthView sub-component
useQuery(api.contractor.scheduling.listAppointments), viewMode: 'month'
Calendar — Week View
Month
Week
Day
Agenda
Feb 22 – Feb 28
Today
Sun22
Mon23
Tue24
Wed25
Thu26
Fri27
Sat28
8 AM
9 AM
9 AM Plumbing
10 AM
Tile Estimate
Estimate
11 AM
12 PM
1 PM
Consult
2 PM
Kitchen Review
Site Visit
3 PM
WeekView — time-grid with positioned blocks
weekAppointments, getAppointmentPosition(), scrollViewRef
Calendar — Day View
Month
Week
Day
Agenda
Tuesday, Feb 24
Today • 2 appointments
8 AM
9 AM
Plumbing Repair — In-Home Review
10 AM
11 AM
12 PM
1 PM
2 PM
Kitchen Remodel — Site Visit
3 PM
4 PM
5 PM
DayView — single-day timeline with current time indicator
selectedDayAppointments, navigateDay(), currentTimePosition
Calendar — Agenda View
Month
Week
Day
Agenda
Filters
Pending
Today — Tuesday, Feb 24
Kitchen Remodel — Site Visit
Tomorrow — Wednesday, Feb 25
Roof Inspection — Site Visit
Friday, Feb 27
HVAC Maintenance — Consultation
Monday, Mar 2
Basement Waterproofing — Estimate
AgendaView — grouped by date, filterable list
groupedAppointments, upcomingAppointments, statusFilter: 'pending'
Step 3 — Availability Settings
Weekly Availability
Set your weekly schedule so homeowners know when you are available for appointments.
Monday
8:00 AM – 5:00 PM
Tuesday
8:00 AM – 5:00 PM
Wednesday
8:00 AM – 5:00 PM
Thursday
8:00 AM – 5:00 PM
Friday
8:00 AM – 4:00 PM
Saturday
9:00 AM – 1:00 PM
Sunday
Not accepting appointments
Quick Templates
Mon–Fri 9–5
Mon–Sat 8–6
Every Day
Weekly Hours Summary
Total Weekly Hours
48h
AvailabilitySettings — contractor weekly schedule
useMutation(api.contractor.scheduling.setAvailability), schedule state
Booking Settings
Public Booking Page
Allow homeowners to book appointments online
3bids.com/book/ohio-plumbing-pro
Appointment Defaults
Default Duration
Buffer Between Appointments
Booking Rules
Minimum Notice
How far in advance must bookings be made
Maximum Advance
How far in the future can bookings be made
Behavior
Auto-Accept Bookings
Automatically confirm without manual approval
Email Notifications
Receive email when someone books
SMS Notifications
Receive text message when someone books
BookingPageSettings — public page config
useQuery(api.poster.availability.getBookingSettings), updateSettings mutation
Step 4 — Onboarding Call Booking
Onboarding Call — Selection
Profile
Docs
Call
Live!
What to Expect
Identity Verification
Quick check of your license and credentials
Platform Walkthrough
How bidding, payments, and scheduling work
Q&A
Ask anything — we are here to help
Pick a Day
Wed
25
Feb
Thu
26
Feb
Fri
27
Feb
Mon
2
Mar
Tue
3
Mar
Pick a Time
9:00 AM
10:00 AM
11:00 AM
12:00 PM
1:00 PM
2:00 PM
3:00 PM
4:00 PM
Your Call
Fri, Feb 27 • 10:00 AM
OnboardingCallBookingScreen — date + time selection
useMutation(api.contractor.scheduling.scheduleOnboardingCall), selectedDate/Time state
Onboarding Call — Scheduled
Profile
Docs
Call
Pending
Call Details
Friday, February 27
10:00 AM – 10:15 AM EST
Google Meet
Link sent to your email
3Bids Onboarding Team
Danny & the crew from Akron
Calendar invite sent
Check your email for the meeting link
OnboardingCallBookingScreen — isAlreadyScheduled state
profile?.user?.metadata?.onboardingCallScheduled === true
Data Architecture
Screens & Components
// Contractor scheduling
SchedulingHome → app/(contractor)/.../scheduling/index.tsx
ContractorCalendar → app/(contractor)/.../scheduling/calendar.tsx
MonthView | WeekView | DayView | AgendaView
AppointmentCard | AppointmentDetails
QuickCreateForm | RescheduleForm
AvailabilitySettings → .../scheduling/availability.tsx
OnboardingCallBooking → .../scheduling/onboarding-call.tsx
// Poster scheduling (parallel)
PosterSchedulingHub → app/(poster)/scheduling/index.tsx
PosterAvailability → app/(poster)/scheduling/availability.tsx
BookingPageSettings → app/(poster)/scheduling/booking-page.tsx
PosterCalendarTab → app/(poster)/(tabs)/calendar.tsx
Convex Queries & Mutations
// Contractor queries
api.contractor.scheduling.listAppointments
args: { limit: number }
returns: { items: ConvexAppointment[] }
// Contractor mutations
api.scheduling.appointments.confirm
api.scheduling.appointments.complete
api.scheduling.appointments.cancel
api.scheduling.appointments.markNoShow
api.scheduling.googleCalendar.syncAppointment
api.contractor.scheduling.scheduleOnboardingCall
// Poster queries
api.poster.availability.getMyAvailability
api.poster.availability.getBookingSettings
api.poster.appointments.getAppointmentCounts
api.poster.appointments.getUpcomingAppointments
// Poster mutations
api.poster.availability.setBulkAvailability
api.poster.availability.updateBookingSettings
Key Types
ViewMode = 'month' | 'week' | 'day' | 'agenda'
AppointmentType =
'in_home' | 'site_visit' | 'estimate'
| 'job_work' | 'consultation'
AppointmentStatus =
'pending' | 'confirmed' | 'completed'
| 'cancelled' | 'no_show'
DaySchedule {
isWorking: boolean
startTime: string // "08:00"
endTime: string // "17:00"
breaks: Break[]
}
BookingSettings {
bookingSlug: string
bookingPageEnabled: boolean
defaultDuration: number // minutes
bufferBefore/After: number
minNotice: number // hours
maxAdvance: number // days
autoAccept: boolean
}
Appointment Type Colors
// Contractor palette (terracotta accent)
in_home → terracotta (In-Home Review)
site_visit → info/blue (Site Visit)
estimate → success/green (Estimate)
job_work → adminPrimary/purple (Job Work)
consultation → warning/orange (Consultation)
// Status badge mapping
pending → warning
confirmed → success
completed → default
cancelled → error
no_show → error
// Google Calendar sync
syncToGoogleMutation
shows warning toast if not connected
links to Settings → Integrations → Google
