Services & Bookings
Appointment Calendar & Staff Scheduling
Manage daily, weekly, and monthly appointment schedules across all staff practitioners and locations with real-time conflict detection and waitlist tracking.
Overview of the Calendar Dashboard
The Appointment Calendar (Dashboard -> Calendar or /dashboard/calendar) provides a visual overview of all scheduled appointments. Staff can view upcoming sessions, check real-time availability, reassign team members, and open detailed booking inspection sheets.
Five Dedicated Calendar View Modes
Switch between five specialized view modes to fit your workflow:
- 1. List View (Agenda): Chronological agenda list showing upcoming appointments with customer contact details, service duration, status badges, and quick actions.
- 2. Day View (Staff Columns): Hourly timeline displaying parallel vertical columns for each active staff practitioner, making it easy to spot gaps or reassign slots.
- 3. Week View (7-Day Grid): Full weekly grid showing scheduled booking density across all days of the week.
- 4. Month View (Overview): High-level monthly calendar grid showing appointment counts and major booking commitments.
- 5. Waitlist View: Dedicated queue tracking overflow customers waiting for an opening when slots are fully booked.
Filtering by Site & Staff Member
Use the Site selector to switch between business locations, or filter by specific staff practitioners to view an individual specialist's personal schedule.
Status Filtering
Filter the calendar by appointment fulfillment state: "All Statuses", "Confirmed", "Pending", "In Progress", "Completed", "Cancelled", or "No Show".