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Customizing Calendar View

Customizing Calendar View helps you quickly switch between a big-picture overview of your practice and focused views for specific people, services, or locations, so scheduling feels simple instead of overwhelming.

In this guide, you’ll learn how to:

  • Group your calendar by team, service, or location
  • Color-code appointments by team or service
  • View a specific team member’s schedule
  • Switch between day, week, and month views

Group your calendar by team, statuses, or location​

You can use filters to focus your calendar on the people, services, or locations you care about in the moment.

  • Go to the Schedule  tab.
  • Open your calendar filters (for example, All clinicans, All locations, or All Statuses).
  • To focus by team, choose one or more clinicians.
  • To focus by status, select the appointment status or status category you want to see.
  • To focus by location, pick one or more locations to see appointment distribution in all selected locations.
customize specific team member

View a specific team member’s schedule​

Filtering to a single provider’s schedule helps with managing workload, planning coverage, and answering “when are you free?” quickly.

  • Go to Schedule or Calendar.
  • Open the All team members / All clinicians dropdown or sidebar.
  • Deselect the global option, then select just the team member you want to view.
  • The calendar will update to show only that person’s appointments until you switch back to All team members.

Color-code appointments by team or service​

Color-coding makes it easy to scan your calendar and understand what is happening without opening each appointment.

  • From the Calendar, open the Color or Color by menu.
  • Choose whether colors represent Status, Service, or Clinician/Team.
  • Assign clear, distinct colors to key services or teams so they stand out.
  • Use a simple color key so your team knows what each color means at a glance.

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group calendar

Switch between day, week, and month views​

Different views help you zoom in on today or plan ahead for the weeks and months to come.

  • From the main Scheduler or Calendar, use the Day, Week, and Month buttons at the top of the calendar.
  • Use Day to manage today’s schedule and spot time-of-day conflicts.
  • Use Week to see seven days side by side for rescheduling and staffing.
  • Use Month to plan vacations, campaigns, and long-term booking patterns.

Tips and tricks​

  • Combine filters (for example, a specific clinician plus a specific location) when you want a very focused view of your resources.
  • Pair color-coding with the Week view to quickly spot gaps, group similar services together, and build a smoother day for each clinician.