Last updated: 3 June 2026
The Calendar is the day-to-day scheduling view. It shows appointments, sessions, and schedule blocks in a visual timeline.
Click Calendar in the left sidebar.
Switch between views using the toggle in the top bar:
The left panel (collapsible) contains checkboxes to filter by:
Your filter selections are saved and persist between sessions.
Use the zoom controls to adjust how much time is visible. There are 7 zoom levels, from a compressed overview to a detailed view with larger time slots.
The top bar provides quick access to:
If enabled, the Operational Board button opens a panel with pinned notes for the day. Notes can be colour-coded, set to expire, and are visible to all staff viewing the calendar.
Tip: Use the Day view with clinician filters to focus on a single clinician's schedule during a busy clinic.n Appointment
The List view provides an alternative to the visual calendar. It is useful when you want to see all appointments in a simple, scannable format.
To switch to the List view, click List in the view toggle at the top of the page.
The List view organises appointments into time-based blocks, grouped by session. Each block shows:
Appointments not attached to a session appear as standalone entries.
The same clinician and location filters from the left panel apply to the List view. Use the List view on high-volume days when you need a quick overview of all scheduled appointments across clinicians.
In the calendar toolbar you can switch between three time-range views:
Navigation, prefetching, and the way appointments render are identical across these views — only the column count differs.
The time range you see in the diary (the hours that show from top to bottom in the Day, Weekday and Week views) follows your practice's configured opening hours.
If you have an appointment or a session that falls outside opening hours — for example an early Admin Time block or a late evening clinic — the visible range automatically expands to fit it, so nothing gets clipped off the top or bottom of the diary.
The time axis is always aligned to clean hour boundaries (e.g. 08:00, 09:00, 10:00…) for readability.
To change your opening hours, go to Settings → Practice → Hours. See Practice Details & Locations for the full guide.
Right-clicking an appointment that's part of a session now offers a Cancel session… action alongside the per-appointment options. It launches the same designed confirmation modal as the session drawer — review the impacted bookings, then confirm. Useful when you've spotted the problem from the diary itself and don't want to navigate to the session sidebar first.
If an appointment type has a buffer set before or after it, the calendar and list views show that protected time as a faint shaded band in the appointment's own colour, just before and/or after the appointment. It's a visual reminder of the gap you keep clear around those bookings — it doesn't change what can be booked, it just makes your buffers visible at a glance. (Set buffers on an appointment type under Configuration → Appointment Types → Scheduling.)
When a patient is partway through booking a slot online, that slot appears on the diary as a hatched "Booking in progress" band, so you don't accidentally book over it while they're mid-checkout. It's read-only and clears automatically when the patient finishes booking, cancels, or the reservation expires.