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Using the Calendar View

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The Calendar View displays all events on your schedule that affect your availability for booking. This includes appointments (open, checked-in, completed, no-shows) and any time off you’ve added. You can access the Calendar View under the Appointments menu, and toggle between the Month, Week and Day views.

In this help doc we'll cover - 

Switching between calendar views is fairly straightforward, but this guide will help you understand when to use each one effectively.

 

 

Creating Filters for Your Calendar View

 

Filters let you create and save custom views of your calendar based on specific criteria like staff, locations, and services.

The appointment filter consists of 6 sections - 

  • Filter - Create saved filters based on the currently selected criteria. 
  • Color By - Assign colors to locations, staff and services & classes to help differentiate appointments visually. Click on the arrows to the right of each option to assign a different color. 
  • Statuses - Filter by appointment statuses, including synced external calendar events.
  • Locations - Filter by appointment location.
  • Staff - Filter by appointment staff - Administrators can see all staff, Location Super Users see staff at their assigned location while Users see only their own name.
  • Services & Classes - Filter by appointment service or class.

 

 

Editing & Deleting Calendar Filters

To edit a filter, select it from the Filter dropdown found on the upper left of the calendar view. Making changes to the selected options directly in the filter panel will cause the Update and Add new filter links to appear under the filter's name - 
 
 
To delete a filter, select the blue pencil button to manage your filters, and click on Delete next to the filter you want to remove - 

 

 

Appointment Display & Navigating to Details

Appointment events by default display with the time, client name and service - 

 

You can customize the information that gets displayed on these event blocks under the Configurations page, which can be accessed on the upper right of the Appointments page -
 

Scroll down to the Account Level Calendar and Appointment View Defaults section to find the Calendar View Description fields where you can use email tags to populate the information that you want to show for both service appointments and class session events - 

 

You will need to confirm your changes by clicking on the green Save button at the top of that specific section to see it get updated on the calendar view. Once y ou're done, scroll back to the top of the page and select the Calendar tab to return to that page. 

Clicking once on an appointment will bring up a panel where you can view and update the appointment status, and then navigate directly to the appointment profile or the client profile - 

 

Double clicking on any appointment will automatically take you to its appointment profile.

 

 

Changing Appointment Times from the Calendar View

Appointments can be rescheduled on the calendar using drag-and-drop.

On the Week and Day views, grab the appointment by the two bars located at the bottom of the appointment block to extend its time - 

 

The Change Appointment Date/Time window will pop up asking for confirmation and giving you the option to notify the client and staff of the change - 


You can also move appointments to a different time or date by dragging them across the calendar.

 

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