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The scheduling calendar is where your clinic’s daily rhythm becomes visible. Whether you are a receptionist coordinating the day or a doctor checking your own schedule, the calendar gives you the spatial, time-based view of appointments that a list cannot.

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Calendar views

The platform provides four views, each suited to different planning needs. The Day, Week, and Month views share a spacious, redesigned layout with roomy hour rails and a colour status ribbon on every appointment, so the schedule reads cleanly even on your busiest days. The calendar reliably shows every appointment, no matter how full the clinic.

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Month view

A traditional grid showing the entire month at a glance. Each day cell carries a small utilization ring with the appointment count inside it, plus an hourly heat strip that shows which hours of the day are busy. Together these make light and heavy days visible at a single glance.
  • Best for: Spotting busy and light periods, identifying days that need more coverage, long-range planning.
  • Interaction: Click any day cell to jump directly to the Day view for that date.
Drag-and-drop rescheduling is disabled in Month view. The day cells are too small to accurately target specific appointments. Switch to Day or Week view for rescheduling.

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Week view

A 7-day timeline with hourly rows. Appointments appear as blocks spanning their duration, positioned at their scheduled time. Each day header carries a utilization bar showing booked time against your operating hours, so you can see at a glance which days are filling up.
  • Best for: Overview planning, comparing workload across days, identifying scheduling gaps.
  • Interaction: Drag and drop appointments to reschedule them to a different day or time within the visible week.

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Day view

An expanded hourly view for a single day. Each appointment block persistently shows the patient name, procedure type, assigned doctor, and room — without hovering. A colour status ribbon runs down the left of each card. Hovering shows a richer preview card with contact details and quick-action links. A zoom control lets you set how tall each hour appears — 60, 90, 120, or 160 pixels per hour. Tighten it up to see the whole day on screen, or stretch it out for finer placement during a packed morning. Your zoom choice is remembered for next time.
  • Best for: Detailed scheduling, managing today’s flow, precise time-slot management.
  • Interaction: Drag and drop appointments to move them to different time slots. The booking entry point is the New Appointment button (see Creating appointments below).
The Day view is your best friend during busy clinic hours. It gives you the most detail per appointment and the most precise drag-and-drop control.

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Doctor Day view

A per-doctor breakdown of a single day. Each doctor gets their own column, so you can see at a glance who is busy, who has openings, and how the workload is distributed. Appointment cards in this view also show the assigned room persistently alongside the patient name.
  • Best for: Balancing patient load across doctors, identifying which doctor can take a walk-in, managing multi-doctor clinics.
  • Interaction: Same as Day view — drag, drop, and click to create.

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Calendar sidebar

The sidebar sits alongside your calendar view and provides quick-access tools.

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Mini-calendar

A compact monthly calendar for fast date navigation. Click any date to jump the main calendar to that day. This is faster than paging through months on the main view.

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Doctor appointment counts

For the currently selected date, the sidebar shows how many appointments each doctor has. This gives you an instant read on workload distribution without scanning the full calendar.

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Status legend

A color-coded legend showing what each appointment color means:

Requested

Awaiting approval

Scheduled

Booked and approved

Confirmed

Patient checked in

In Progress

Doctor with patient

Completed

Visit finished

Cancelled / No Show

Inactive appointments

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Filtering

Filters let you focus on what matters right now. You can filter the calendar by:
  • Doctor — Show only one doctor’s appointments. Useful for doctors reviewing their own schedule.
  • Operatory — Show appointments for a specific treatment room. Helpful for managing room turnover.
  • Status — Show only appointments in certain statuses. For example, hide Completed and Cancelled to focus on what is still active.
Filters apply across all views. Set a filter in Week view, switch to Day view, and the same filter persists.
Combine the doctor filter with the Day view to create a focused “my schedule” experience for each doctor on their own workstation.

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Unassigned lane

You can book an appointment without choosing a doctor yet. When the All doctors filter is active, the Day view shows a dedicated Unassigned lane down the left side that gathers every appointment without a doctor. The lane is hidden when you filter to a single doctor. To assign a doctor, click the amber Assign doctor badge on the card. See Unassigned appointments for the full workflow.

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Drag-and-drop rescheduling

In Day and Week views, you can reschedule appointments by dragging them to a new time slot.
1

Grab the appointment block

Click and hold the appointment you want to move.
2

Drag to the new time

Move it to the desired time slot. In Week view, you can also drag across days.
3

Drop to confirm

Release the appointment. The system validates the new time against conflicts and business hours before saving.
By default, drops snap to 30-minute boundaries (:00 or :30). If you prefer finer control, switch to 15-minute snap under Settings → Appointment Setup.
Drag-and-drop triggers the same conflict detection and business hour validation as creating a new appointment. If the new slot has a conflict, the move is rejected and the appointment snaps back to its original position.

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Busy bands and empty days

When four or more appointments overlap in the same time band, the extras collapse into a “+N at HH:00” pill to keep the rail readable. Click the pill to open a popover listing every appointment in that band, so nothing is ever hidden. On a day with nothing booked, the calendar shows two quick actions instead of an empty grid:
  • Add appointment — opens the booking form for that day.
  • Jump to next booking — moves the calendar to the next day that has an appointment, so you are never left scrolling through empty days.

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Creating appointments from the calendar

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New Appointment button

Clicking New Appointment opens a duration preselector before the booking form appears. Choose the expected visit length — 15, 30, 45, 60, 90, or 120 minutes — and the form opens with that duration pre-filled.

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Clicking a time slot

By default, clicking an empty slot in Day or Week view is display-only — it does not open the booking form. The booking entry point is the New Appointment button. This keeps stray clicks during a busy clinic from popping the form open unexpectedly. If you prefer the older behaviour, you can re-enable click-to-book under Settings → Appointment Setup. With it on, clicking an empty slot opens the form with the date and time pre-filled. Past time slots are blocked — clicking a shaded past slot shows an error toast and does not open the form.

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Operating hours boundaries

Your clinic’s configured operating hours appear as visual boundaries on the calendar. Time slots outside operating hours are shaded or dimmed, making it immediately clear where appointments can and cannot be placed. If your clinic has different hours on different days (for example, shorter hours on Saturdays), the boundaries adjust per day automatically.

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Keyboard and navigation shortcuts

The calendar supports quick navigation to keep your workflow fast:
  • Today button — Jumps back to the current date from any point in the calendar. Useful after browsing future dates.
  • Arrow navigation — Step forward or backward by one day, week, or month depending on the active view.
  • View switcher — Toggle between Month, Week, Day, and Doctor Day views from the toolbar without losing your selected date.
The calendar remembers your last-used view and filters when you navigate away and return. You do not need to reconfigure your preferences each time you open the calendar.

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Tips for effective calendar use

Begin each morning in Day view to see the full picture of what is scheduled. Check for gaps, confirm room assignments, and note any appointments still in Requested status.
When scheduling new appointments or rescheduling, switch to Week view to see surrounding days. This helps you avoid clustering too many appointments on one day while adjacent days have openings.
The bird’s-eye view of the month helps practice managers identify weeks that need extra staff or days where a doctor’s schedule can accommodate time off.
If your clinic has three or more doctors, the Doctor Day view is the fastest way to see which provider can take the next patient. Use it as your default when the clinic is at capacity.