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Customizing Calendar View

Personalize how your calendar displays appointments and information.

Steps to group your calendar view by team,
service or location​

Organize your calendar by grouping appointments by different criteria.

Steps to colour your appointments by team or service​

Use color coding to quickly identify different types of appointments.

Steps to view specific team members' appointments​

Filter the calendar to show only appointments for specific team members.

customize specific team member

The function to view a specific team member's appointments allows you to filter the calendar down to a single provider or staff member. This is essential for managing individual workloads, checking a team member's availability, and coordinating care without being distracted by the full clinic calendar.

Steps to view specific team member's appointment:

  1. Go to "Schedule".
  2. Find the filter in the left sidebar, top menu, or "All clinicians" dropdown showing clinicians and staff.
  3. Single Selection: Click the clinician's name (e.g., "Dr. Amelia Jones").

Steps to view the group calendar in daily/ weekly/
monthly view​

Switch between different calendar view modes.

group calendar

The Group Calendar provides a view of the schedules for all clinicians, rooms, and resources within your practice. This function allows you to quickly adjust your time horizon to see schedules across the day, week, or month, ensuring efficient scheduling and resource management.

  1. Navigate to the main "Scheduler" or "Calendar" tab on your EHR dashboard.
  2. Select Your Time Horizon

  • Use the view control buttons (typically top-right) to switch layouts:

    Daily View (Day): Shows a single 24-hour period. Ideal for same-day availability, walk-ins, and minute-by-minute conflicts.

    Weekly View (Week): Shows seven consecutive days side-by-side. Best for rescheduling, staff meetings, and team workload.

    Monthly View (Month): Shows a full calendar month. Best for long-term planning, volume patterns, and advance bookings.

  1. Simply click the desired button (Day, Week, or Month), and the calendar display will instantly refresh to show the schedules for all staff and resources in that specific format.

Steps to change your calendar view based on appointment
and invoice status​

Filter appointments by their status or payment status.