Introduction to the Calendar

Last updated: 24 September 2026

The Calendar is your practice's operational view of the day. It gives you, your admin team and your clinicians one clear picture of what is happening across the practice: appointments, clinicians, and the capacity you have available.

This article is an administrator's tour of it. It covers finding your way around the diary, opening it up for bookings, and booking and managing an appointment from it.

Getting there

Open Jump and go to the Calendar from the home screen.

Choosing whose diary you see

The calendar shows clinicians' diaries. You can look at them:

  • as individual users
  • grouped by location
  • grouped by delivery mechanism

You can also create custom views, which can be a combination of clinicians and locations.

Choosing the time range

Set the view to:

  • a seven-day week
  • a five-day weekday week
  • an individual day

There is also a more traditional list view, which marries up with what you will see in EMIS or TPP.

Moving around and zooming

  • Click through to future days, or go straight to a date with the date picker.
  • Zoom in and out using the plus and minus signs.
  • Change the size of the slot increments from the dropdown next to them.

Getting started: sessions, schedules and blocks

There are two ways in:

  • the Actions dropdown, to add sessions or schedules
  • clicking directly into the diary

In the diary itself:

  • A traditional left click lets you book an appointment.
  • A right click opens a dropdown menu. On a Mac, hold Ctrl and click; on Windows, right-click with the traditional mouse.

From that menu you can book an appointment, create a session, create a schedule, or add a block.

Creating a session from the diary

  1. Right-click the slot you want and choose to create a session. The session builder detects the date you clicked and the time frame, so a click at 10:00 offers you a session running, for example, 10:00 to 11:30.
  2. Choose the clinician.
  3. Choose how this session, and the appointments within it, will be delivered. You might set it to in clinic, but also be happy to see remote appointments.
  4. Choose the appointment types you want to make available for this session.

That last step is how you reflect what a clinician actually offers. Some clinicians only deliver certain services: a nurse who only does smear tests, or a men's health doctor who does not do women's health. What you select here is what patients can see online.

Once you have created the session it appears directly within the calendar. You can choose to create another, or review the session by opening it.

Booking an appointment into a session

Click into the session and the Book appointment drawer opens.

  1. Pick the patient.
  2. Pick the service.
  3. Pick the mechanism this service will be delivered by: in clinic, video, or phone.

Your choice of mechanism adapts the mailers the patient is sent with their confirmation. Pick a video mechanism and we send the patient a video link. Pick a phone mechanism and we adjust the mailers to say the appointment will be delivered by phone.

The slot you clicked into is already detected. If you have override permissions, which you can assign to your management team through the permission settings, you can change the typical duration or book outside of a session. If the session you clicked into is not the one you want, you can browse available times instead.

The confirmation screen

Once the appointment is booked you see a confirmation screen. It:

  • confirms the booking, and lets you message the patient
  • tells you the usual email confirmation has been sent to them
  • lists the reminders that have been queued, and when they will go out

Those reminders are editable within the appointment type configuration.

Buffers on the diary

Zoom in on an appointment and you may see hashed colour on either side of it. Those are the pre-booking and post-booking buffer slots.

They let you tell a patient this is a 10 minute appointment while still holding time before and after it for cleanup or preparation.

Managing a booked appointment

Click the appointment to open it. From here you can:

  • set the arrival status
  • reschedule the appointment
  • share it with the patient
  • edit the appointment

Editing is where you change the details after booking. Switch the appointment to video, for example, and remove the buffers now that it is being done remotely. The hashed colour disappears and the appointment is only held for 10 minutes within the diary.

Two more actions sit here:

  • Start consultation, when you are ready to begin
  • Invoice the patient

And two more things to look at:

  • Notifications shows what has been sent to the patient as part of this appointment, including the queued notifications
  • Change history shows who booked the appointment, and any log around reschedules

Where this fits

The idea is to give your team one clear operational view of the day, while still making it easy to move from the diary into the patient appointment and then the wider workflow whenever you need to.

Where to go next