Using the calendar view

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Calendar View Overview

The calendar view is the central hub for viewing and managing all schedules and appointments. Understanding how to navigate and use the calendar effectively is essential for efficient scheduling.

View Options
Day View

See all appointments and schedules for a single day. Useful for detailed daily planning and seeing time slots at an hourly level.

Week View

View a full week at a glance. Great for planning weekly schedules and seeing patterns across the week.

Month View

Get an overview of the entire month. Perfect for long-term planning and identifying busy periods.

Navigation and Filters

Use the calendar controls to:

  • Navigate between dates using previous/next buttons
  • Jump to today's date
  • Filter by employee to see specific schedules
  • Filter by client to view client appointments
  • Filter by service type
Creating Items from Calendar

Click on any empty time slot to create a new appointment or schedule. The calendar will open the creation form with the date and time pre-filled.

Viewing Appointment Details

Click on any appointment or schedule to:

  • View full details
  • Edit information
  • Change status
  • Add notes
  • Delete or cancel
Color Coding

Appointments and schedules use color coding to indicate:

  • Status (scheduled, confirmed, completed, cancelled)
  • Different employees (if viewing multiple)
  • Different services or types