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Get started with the calendar

Learn the calendar layout and views, and when to use appointments or activities.

1 min readUpdated 8 months ago

Calendar basics

  • Use the header to set your location, practitioner, and date.
  • Switch between Day, 3-Day, Work week (Mon-Fri) and Week views.
  • Use Waitlist to fill openings.
  • Click Today in the top right toolbar to jump to the current date.

Tip

Drag and drop to move a calendar event (e.g. appointment). Click any event scheduled in the calendar to open its details.

Warning

Before you begin: Appointments vs Activities

Appointments (services)

Client facing bookings (in person or telehealth). They appear on the calendar, can send client notifications, and show in online bookings (if enabled).

Activities

Non-face-to-face work (for example, report writing or billable communication). They do not send client notifications and are not shown in online bookings.

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