Using the Calendar

Using the Calendar

The Calendar is the day-to-day scheduling view. It shows appointments, sessions, and schedule blocks in a visual timeline.

How to Get There

Click Calendar in the left sidebar.

View Modes

Switch between views using the toggle in the top bar:

• Calendar - visual timeline view (default)
  • Day view - a single day with time slots
  • Week view - a full week across columns
• List - a tabular list of upcoming appointments (see the List View section below)

Filtering

The left panel (collapsible) contains checkboxes to filter by:

• Clinician - show or hide specific clinicians
• Location - show or hide specific locations

Your filter selections are saved and persist between sessions.

What You See on the Calendar

• Appointments - colour-coded by type. Click to open the details sidebar
• Sessions - background shading showing when clinicians are available
• Schedule blocks - coloured blocks for lunch, breaks, holidays, etc. Click to view details

Use the zoom controls to adjust how much time is visible. There are 7 zoom levels, from a compressed overview to a detailed view with larger time slots.

Quick Actions

• Double-click an empty slot - opens a quick-book popover pre-filled with the time and clinician
• Drag an appointment - reschedule by dragging it to a new time slot
• Click an appointment - opens the details sidebar with full information and action buttons

Top Bar Actions

The top bar provides quick access to:

• Block - create a schedule block
• Session - create a new session
• Full Booking - open the full appointment booking form

Operational Board

If enabled, the Operational Board button opens a panel with pinned notes for the day. Notes can be colour-coded, set to expire, and are visible to all staff viewing the calendar.

Tip: Use the Day view with clinician filters to focus on a single clinician's schedule during a busy clinic.n Appointment

• How to Manage Schedule Blocks
• How to Manage Clinician Sessions

List View

The List view provides an alternative to the visual calendar. It is useful when you want to see all appointments in a simple, scannable format.

To switch to the List view, click List in the view toggle at the top of the page.

The List view organises appointments into time-based blocks, grouped by session. Each block shows:

• The time range and session name
• Appointments within that block, including patient name, appointment type, and clinician
• Colour coding matching the calendar view

Appointments not attached to a session appear as standalone entries.

The same clinician and location filters from the left panel apply to the List view. Use the List view on high-volume days when you need a quick overview of all scheduled appointments across clinicians.