Using The Calendar

Accessing Your Calendar

To open your calendar, click the calendar icon located at the top-right of your screen. Your calendar will slide down over your current view, allowing you to access it without leaving the page you are working on. Clicking the icon again will slide it back up.

Click the Calendar Icon at the top right of the screen to access the calendar.

Key Interface Elements

Once your calendar is open, you will see three main sections:

• Mini-Calendar: Located in the top-left corner, this provides a quick-view of the month.
• Calendar List: The left panel lists all the calendars you have access to. You can also click “More Calendars” to view others.
• Main Calendar Area: This is the central, standard calendar interface where you will manage your schedule.

The Calendar Interface

Core Setup Steps

The most important parts of setting up your calendar involve configuring your Event Types and your Hours of Operation.

1. Creating Event Types

Event Types are the foundational elements of your calendar. They represent the various activities you will be booking, such as client visits, breaks, vacations, or administrative time. You create and manage these in the Event Manager.

2. Setting Hours of Operation

Your Hours of Operation determine when clients can book appointments with you through the online booking system. This allows you to set specific rules and structure your availability for patients.

Once these foundational components are in place, you can proceed to fine-tune each setting. We will cover the individual details of each of these areas in the following guides.