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.

Choosing a view: Day, Weekday, or Week

In the calendar toolbar you can switch between three time-range views:

• Day — a single day's appointments and sessions.
• Weekday — Monday to Friday only. Useful if your practice doesn't run weekend clinics and you don't want Saturday/Sunday columns taking up screen space.
• Week — the full seven-day view. Weeks start on Monday, matching UK convention.

Navigation, prefetching, and the way appointments render are identical across these views — only the column count differs.

Diary visible range and working hours

The time range you see in the diary (the hours that show from top to bottom in the Day, Weekday and Week views) follows your practice's configured opening hours.

If you have an appointment or a session that falls outside opening hours — for example an early Admin Time block or a late evening clinic — the visible range automatically expands to fit it, so nothing gets clipped off the top or bottom of the diary.

The time axis is always aligned to clean hour boundaries (e.g. 08:00, 09:00, 10:00…) for readability.

To change your opening hours, go to Settings → Practice → Hours. See Practice Details & Locations for the full guide.