Skip to main content

Calendar FAQ

Common questions and answers about calendar features.

This FAQ covers common calendar questions. See also the

Common Issues page for broader troubleshooting. :::

Calendar Views​

How do I view multiple practitioners at once?​

Use the practitioner filter at the top of the calendar to select multiple practitioners. You can also use the "Show all" toggle to see everyone's schedule simultaneously. The calendar will display colour-coded appointments for each practitioner.

Can I change the default calendar view?​

Yes. Go to Settings → Scheduling, then select the Calendar tab, to set your default view (day, week, or month). Your preference is saved per-user and will be applied each time you open the calendar.

Scheduling​

How do I block out time for meetings or breaks?​

Click and drag on the calendar to create a "blocked time" event. Select "Block" as the appointment type. You can set this to repeat if it's a regular occurrence like a lunch break or weekly meeting.

Permissions and Access​

Why can't I see appointments from other practitioners?​

Check your permission level with your practice owner. Receptionists can typically see their own location's appointments, while practitioners may only see their own. This is controlled by your assigned role -- practice owners and managers can see all calendars across the organisation, while individual practitioners see only their own schedule by default.

Appointment Status​

How do I handle a client who didn't show up?​

Click the status dot on the appointment card and change it to No Show. This is recorded in the client's history and can trigger automated follow-up workflows if configured.


Was this page helpful?