The Calendar

The calendar is the central hub for your clinic’s daily operations. It displays all appointments, blocks, and shifts for the selected date, providers, and locations.

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Calendar Views

Use the View dropdown in the sidebar to switch between three layouts:

• Day View: Shows a single day with each provider displayed in their own column. Appointments appear as blocks on a time grid. This is the default view and is best for managing a busy clinic day.
• Week View: Displays an entire week in a seven-column grid (or five columns if weekends are hidden). Useful for seeing the week’s schedule at a glance.
• Schedule View: A streamlined list of the day’s appointments in chronological order. Shows patient name, provider, service, location, time, and duration. Ideal for a quick daily roster or for printing/exporting.

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Navigate Dates

• Use the left and right arrows at the top of the calendar to move forward or backward. In Day view, this moves one day at a time (skipping weekends if weekends are hidden). In Week view, this moves one week at a time.
• Click the date display to open the date picker and jump directly to any date.
• The mini calendar in the sidebar also lets you pick a date.

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Filter the Calendar

The sidebar provides several filters to control what appears on the calendar:

• Location: Filter events by one or more clinic locations.
• Providers: Select which providers’ columns appear in Day view. In Week view, events are filtered to the selected providers.
• Event Types: Toggle visibility of Appointments and Blocks. Shift backgrounds are controlled separately by the “Show Working Hours” on/off switch.
• Event Statuses: Choose which appointment statuses to display (Pending, Confirmed, Completed, No Show, Overridable, Reserved, Cancelled). Each status has a tooltip description explaining what it means.
• Only Active Providers (Day view only): When enabled, hides providers who have no shifts or appointments for the day.
• Show Working Hours (Day view only): Highlights periods when providers are not working with diagonal stripes.

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View Presets

View presets let you save a group of providers so you can switch between different calendar views with one click. Presets are shared across your organization, so any team member can use them. To use a preset, click the View Presets button in the sidebar. You’ll see two sections:

• Teams: Any teams configured in your organization appear here. Selecting a team instantly shows only that team’s providers on the calendar.
• Saved Presets: Custom presets that anyone in your organization has saved. Each preset shows how many providers it includes.

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Save a Preset

1. Select the providers you want on the calendar using the provider filter.
2. Click View Presets in the sidebar.
3. Click Save current selection at the bottom.
4. Enter a name for the preset and click the save button.

The preset is now available to everyone in your organization.

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Delete a Preset

Hover over a saved preset and click the trash icon to remove it.

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Search Events

Use the Search Events bar in the sidebar to find any appointment by patient name, provider name, or event title. Selecting a search result jumps the calendar to that date and opens the patient sidebar.

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Export the Schedule

In Schedule View, click the Export Schedule button in the top-right corner. Choose between:

• Export as PDF — generates a formatted PDF of the day’s appointments.
• Export as CSV — downloads a spreadsheet with columns for time, patient, phone number, provider, service, location, and notes.

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Patient Status Panel

The Patient Status panel appears alongside the calendar and tracks the real-time progress of patients through their appointments. It displays patients who are currently checked in and shows their progression through checklist steps. Each row shows:

• Patient name and the service they are here for
• Appointment time range
• Last updated — how long since the last checklist step was completed
• A completion button to mark the next checklist step as done

Use the filter icon to show only patients at specific stages (e.g., Checked In, With MA, With Provider, Payment Made). An overdue indicator appears in red when a patient has been waiting too long at their current stage.

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Appointment Checklists

Checklists define the steps staff follow for each appointment. Checklist items are configured per service (in Settings > Services > Checklists) and can include: Staff mark each step complete from the Patient Status panel or the patient sidebar. Completed steps show who completed them and when.

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Customize Your Calendar