The Calendar tab is your practice's central hub, providing you with an overview of appointments, availability, and busy times.
Before you begin
You can do the following on the Calendar:
Create appointments
Create support activities
Access the details of an appointment/support activity, including:
The client file
Client details
Appointment status
Invoices
Progress Notes
Rooms/resources
Organiser
Appointment notes
Set practitioner busy times
How to
Customise your Calendar view
Change your date view
First, select the interval that you would like your calendar to be displayed in. To do this, select the interval drop-down menu and select Day, Month, or Week.
Once you have selected your interval, select the date at the top of the page. From here, you can select the day, week, or month you would like to view. This will change based on the interval that you previously selected.
The following screenshot is an example of when "Week" is selected.
Customise additional calendar details
Next to the date range selector, select the Settings cog button to change additional settings on your calendar.
Here, you can edit the following:
Default view - The view that appears when you select the Calendar tab
Time slot length - How long each time slot is in Day and Week view
Time slot height (pixels) - How tall you would like the time slot to appear in your calendar
Calendar day start - The start time range for your calendar to display
Calendar day end - The end time range for your calendar to display
Excluded days - Select days of the week that you would like to hide on your calendar
Once you have set your preferences, select Save.
Calendar filters
Calendar filters allow you to view or remove certain information from your calendar view.
Here, you can edit the following:
Show Google calendar - Show or hide events from your linked Google Calendar integration
Blue Sensitive information - Hide client names on your calendar
Show cancelled appointments - Show or hide cancelled appointments on your calendar
Hide unavailable practitioners - Show or hide unavailable practitioners on your calendar
Show rooms/resources colour - Displays a coloured tag on a room or resource to easily distinguish between them at a glance
Once you have set your preferences, select Save.
Filter locations and practitioners
Filtering locations and practitioners allows you to see a high-level view of your location or practitioner schedule.
To filter by locations, select the Locations drop-down, then select the location you would like to view.
To filter by practitioner, select the Practitioner filter drop-down, then select whether you'd like to view all practitioners, specific groups, or specific practitioners.
Display rooms and resources in your calendar view
Displaying rooms/resources in your calendar gives you a top-level view of how your resources are utilised, and helps prevent overlap when booking appointments/support activities. To do this, select the Calendar drop-down menu, then select Rooms/resources.
Create an appointment or support activity from the calendar
Navigate to the Calendar tab.
Select the time slot for your appointment/support activity.
Fill in the details, then select Create.
Helpful Hints
Keyboard shortcuts
Navigate the calendar like a pro with keyboard shortcuts.
Calendar Icons
Calendar icons allow you to see crucial information about appointments from the appointment tile.
