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View Appointments in your Calendar
View Appointments in your Calendar

Learn how easy it is to check your calendar and see what's next.

James avatar
Written by James
Updated over a week ago

You can view and manage all your appointments from the Calendar or from the Flowboard.

The Calendar offers different views and filters that you can customize based on your role and needs. For example, as a veterinarian, you can keep only your appointments visible in the calendar, while the CSR team might prefer to see the schedule for the entire team for a full week.

The appointment preview card includes all relevant information about the patient, the client, and the appointment itself. From here, you can directly open a new record, edit/reschedule the appointment, leave comments for your colleagues, or access the patient's profile.

πŸ“Œ You can click on the chat icon to start a new conversation, on the client's email to quickly send them a new message, on the phone number to call them directly, or on the address to see the route (in case of a home visit).

The Flowboard offers a different way to visualize appointments in a board structure grouped by their status and stage. You can also filter the appointments by type, status, team members, and date while also sorting them by waiting time.

πŸ“Œ You can view a quick client/patient history preview by clicking on the pet name.

πŸ“Œ If the client or patient has alerts (tags), they will be marked with an orange exclamation mark.

Find out more about the Flowboard here.

Calendar Views

There are different views and groupings that you can use to customize the Calendar exactly how you want. You can change the views from the top right side (Month, Week, Day, List) and select different groupings from the Filters sidebar.

Month View

Displays a monthly grid from which you can quickly overview your schedule.

Week View

This view displays only one week at a time.

πŸ“Œ You can set your Week view as a user breakdown, from the Filters sidebar.

Day view

The day view allows you to focus on today's appointments. Each staff member has a unique column so it's easy to track who's responsible for which visits.

πŸ“Œ You can rearrange user columns on the schedule by dragging and dropping them into your desired order.

πŸ“Œ You can see under each user the number of scheduled appointments for the day and the remaining availability. The calculation is based on each team member's schedule. These are the color rules:

  • 0-49% availability - RED

  • 50-74% availability - ORANGE

  • 75-100% availability - GREEN

List View

The list view displays this week's appointments in an agenda format.

πŸ“Œ Using the left - right arrows, you can easily navigate the previous and the next month, week, or day.

πŸ“Œ You can also click on the date to quickly select a specific day you want to navigate to or click on 'Today' to go back.

Group by Rooms

From the filters sidebar, you can group the appointments by Staff members (default view), Rooms/Kennels, or Events. The room grouping can also be accessed in a month, week, or day view.

Find out more about setting up rooms and kennels here.

Appointment Statuses

The appointments can have 5 different statuses, so you can easily track what's happening. The status is displayed either as a label or an icon on all appointment cards.

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