Calendar and Schedules

Overview

The Calendar page is the central hub for managing your schedules. View appointments for any day, set availability, create new appointments, and manage days off—all in one place.

How to Access

• Tap the "Calendar" tab (calendar icon) on the bottom navigation bar

Calendar Page Components

1. Header

First row:

• Page title "Calendar"
• View toggle button - Switch between "Week" and "Month"
• Settings icon (gear) - Opens calendar settings menu
• Today icon (calendar with check) - Return to today

Second row:

• "Show Availability" button - Toggle availability display (green when on)
• Slot options - Choose how to display availability (shown when availability is on)

2. Calendar View

Week View - Default

Shows 7 days per page:

• Navigation bar - Left/right arrows to change week
• Date range - e.g., "Dec 9 - 15, 2024"
• Days of week - Shows day abbreviations (Sun, Mon, Tue, Wed, Thu, Fri, Sat)
• Date cells - Tap to select a day

Month View

Shows entire month:

• Navigation bar - Left/right arrows to change month
• Month/Year - e.g., "December 2024"
• Calendar grid - Shows all days in the month

Calendar Symbols:

3. Appointment List

Displayed below calendar after selecting a day:

List header:

• Selected date (or "Today")
• Number of appointments (e.g., "3 appointments")
• "Day Off" badge (if applicable)

Types of items displayed:

3.1 Day Off Card

• Calendar cancel icon (orange)
• Text "Day Off"
• Time (if partial day off)
• Reason (if any)

3.2 Availability Card

Shows when: "Show Availability" is on

• Start-end time (green)
• Text "Available"
• Location (if set)
• • button to quick-create appointment

Usage: Tap the availability card to create a new appointment for that time slot

3.3 Schedule Card

• Start-end time
• Color bar for session type
• Client name (or multiple names for Group)
• Location/Online
• Person count badge (for Groups)
• Status badge

Usage: Tap the appointment card to view details

4. Create Appointment Button (FAB)

Green + button at bottom right corner. Tap to create new appointment.

Main Features

Creating Appointments

Method 1: From + button

1. Select desired date in calendar
2. Tap + button at bottom right
3. Fill in appointment information
4. Tap "Save"

Method 2: From availability slot

1. Turn on "Show Availability"
2. Tap the desired availability card
3. System opens create appointment page with time pre-filled
4. Select client and fill in additional details
5. Tap "Save"

Setting Availability (Time Blocks)

Configure time slots when you're available for appointments:

1. Tap the gear icon in the header
2. Select "Set Availability"
3. Set available times for each day of the week
4. Can add multiple slots per day
5. Can select location for each slot

Tips:

• Setting availability helps clients see bookable times
• Helps you manage your schedule more easily

Managing Days Off

Add days off or times when not accepting appointments:

1. Tap the gear icon in the header
2. Select "Days Off"
3. Tap + button to add day off
4. Choose:
   • Full day off - Not accepting appointments all day
   • Partial day off - Specify start-end time
5. Add reason (optional)
6. Tap "Save"

Day Off Types:

Recurring Appointments

Create appointment patterns that repeat weekly:

1. Tap the gear icon in the header
2. Select "Recurring Appointments"
3. View existing patterns
4. Tap + button to create new

Creating Recurring Pattern:

1. Select client
2. Select day of week
3. Set time
4. Choose location
5. Set start-end date (or no limit)

Availability Display Options

When "Show Availability" is on, choose display method:

Tip: Use "Combined" for long availability, use "30 minutes" for detailed time selection

Appointment Actions

View Details

1. Tap an appointment card
2. View full information: time, client, location, price

Check-in

1. Tap the desired appointment
2. Tap "Check-in" button
3. Status will change to "Checked in"

Complete

1. Tap an already checked-in appointment
2. Tap "Complete" button
3. System will ask for confirmation
4. Status will change to "Completed"

Cancel

1. Tap the desired appointment
2. Tap "Cancel" button
3. System will ask for confirmation
4. Status will change to "Cancelled"

No-show

1. Tap the desired appointment
2. Tap "No-show" button
3. System will ask for confirmation
4. Status will change to "No-show"

Appointment Status

Group Session

Appointments with multiple clients at the same time:

Display:

• Multiple person icon
• All client names shown (separated by ,)
• Badge showing person count

Creating Group Session:

1. Create new appointment
2. Select multiple clients (or select "Group")
3. Set same time and location
4. System automatically combines into Group

Refreshing Data

Pull to Refresh:

1. Pull down from the appointment list section
2. Wait until data finishes loading

Tips for Using

1. Use Week view - Faster overview
2. Set availability in advance - Better schedule management
3. Use Recurring Patterns - For regular clients
4. Set days off in advance - Clients won't book those days
5. Tap "Today" button - Quick return to current day

FAQ

Q: Why don't I see availability?

A: Check that "Show Availability" is on and you've set up Time Blocks in settings.

Q: Availability shows gray and can't be tapped?

A: That time slot has passed. System won't allow creating appointments in the past.

Q: Recurring Pattern doesn't create appointments?

A: Check the start-end dates of the Pattern and verify the set day matches the selected day of week.

Q: Why does cancelled appointment still show?

A: Cancelled appointments still display in calendar but will have a red status badge.

Q: How to create Group Session?

A: Select multiple clients when creating appointment, or use "Group Class" type.

Related Topics

• Dashboard
• Managing Clients
• Managing Sessions
• Smart Scheduling