Calendar

Learn how to manage your schedule in the calendar from start to finish.

Getting started

• Use the header to set your location, practitioner, and date.

• Switch between Day, 3-Day, Work week (Mon-Fri) and Week views.

• Open Calendar list view for a tabular view, and use Waitlist to fill openings.

• Click Today in the top right toolbar to jump to the current date.

Tip: Drag and drop to move an appointment or activity. Click any item to open its details.

Before you begin: services 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.

Quick links

• Appointments — Book, edit, reschedule, mark missed, cancel, and update status.

• Activities — Add, edit, reschedule, or archive non face to face work.

• Busy times — Block out time that is not bookable.

• Calendar view — List view and display settings.

• Appointment notifications — Notification templates and client confirmations.

• Waitlist — Manage clients waiting for openings.

What you can do at a glance

• Create or edit appointments from the calendar or a client profile.

• Add activities for non-face-to-face work with the client (no client notifications and not shown in online bookings).

• Reserve rooms, vehicles, and resources where needed.

• Link packages, add progress notes, and create invoices.

Need client bookings? See Appointments. Need internal work entries? See Activities.