To access the Calendar view, click the Workflow > Calendar (New) button along the top menu bar, or simply select the Calendar (New) button if it is visible from the main menu bar along the top of your screen.

You can group your calendar by Month, Week, Day, or List views by choosing the corresponding button from the top right corner of your screen. The filters and display buttons allow you to further refine what information you see on your calendar.

The Month view provides a broad overview of the entire clinic's schedule. ​

This view is ideal for Receptionists and Practice Managers who need an overview of the entire month’s schedule to identify busy periods, plan for staffing needs, and manage long-term appointments. It helps to spot trends, such as peak days for appointments, and allows for better resource allocation.

The Week view shows shows a detailed breakdown for one week.
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​Veterinarians and Vet Technicians benefit from the Week view to help manage their weekly workload efficiently. This view allows them to see their upcoming appointments, prepare for specific cases, and ensure they have the necessary resources and time allocated for each patient.

The Day view focuses on a single day's appointments and tasks, with each staff member having a unique column. From the Filters sidebar, you can define which clinic, and staff schedule(s) you wish to view.

The Day view provides a detailed breakdown of each day’s schedule, which is essential for all staff but particularly useful for Veterinarians and Veterinary Technicians. It helps them manage their time effectively, prepare for appointments, and avoid overbooking.

The List view displays the week's appointments and tasks in an agenda format.

This view is beneficial for Receptionists and Administrative Staff who need a straightforward agenda format to track appointments or tasks. This display allows them to quickly see the day’s appointments, manage follow-up tasks, and ensure that all appointments are confirmed and prepared for.

Easily navigate in any of the month, week, or day views by using the navigation arrows in the top left corner, or simple click the Today button to quickly navigate to the today view, or selecting a specific day or range via the date picker.

Clicking on the Display button with enable you to hide/show Appointments or Tasks by status.

You can also customize the zoom on your Calendar, buy selecting from the Calendar Size options in the Display menu. For example, if you have shorter appointment slots (of 10-15 minutes) using the Zoomed In option will show more information about the visit. On the other hand, if you have appointments of 1-2 hours, selecting the Zoomed Out option will ensure you have scroll less!

Next to the Display button in the top right corner is the icon for the Filter button. Filter gives you the ability to:

Finally, click on the 6 dots to the right of each staff members name to reorder staff in your preferred order. The staff at the top will appear in the left-most columns of your calendar.

From within your Calendar view, you can quickly preview your appointments. Each appointment preview card includes essential details about the patient, client, and the appointment itself.

To open a preview card, simply click on the appointment. The preview card enables you to open records, edit or reschedule appointments, leave comments, or access the patient's profile. You can also see an entire history of appointment changes by clicking on the See more button from the bottom of the card.

Finally, you can start a new conversation via chat, send an email, call the client, or view the route for home visits by clicking on the text icon next to the client name.

Appointments show one of five different statuses, which are displayed as labels or icons on the appointment cards. These statuses help you quickly understand the current state of each appointment.