Use the Appointment Calendar

Calendar places appointments on the branch time grid. It is best for seeing open time, concurrent bookings and the working day; Appointment Manager is better for queue operations, phone search and billing context.

Before you begin

Configure business hours and staff availability. Calendar builds its rows from the selected branch’s opening hours and slot interval.

Permission required

Owners have Calendar access. Managers and staff need Calendar access and permission for the selected location. Appointment editing still requires an active subscription.

Where to find it

Open Appointments → Calendar.

Navigate and filter the calendar

Set up the calendar view

1. Use the previous-range arrow, Today or next-range arrow to move through dates.
2. Choose Day, 3-day or Week on desktop. The compact mobile controls expose Day and Week.
3. Use Search customer to find a name or phone number.
4. Open Filters and select Location, Staff and Status.
5. Use Show Closed Slots only when you need the closed parts of the board for context.
6. Select Reset Filters to return to all staff and statuses for the current location.

The desktop board scrolls vertically through time. In wider ranges it also scrolls horizontally; the time column stays visible. Several appointments beginning in the same slot appear side by side rather than being merged.

Read appointment blocks

An appointment block shows the customer, staff summary, service summary, start time and status. Hovering on desktop adds phone, end time, amount and notes. A multi-service block can show an additional-service count and the number of service staff.

Select a block to open Edit Appointment. The editor contains the complete service-line sequence and staff assignment.

Create from an open slot

Start a booking from Calendar

1. Select New Appointment, New Booking, or the + Add action in an empty open cell.
2. Confirm the prefilled date, time and location.
3. Add the customer and exact services.
4. Review Service Staff Allocation for every line.
5. Save the appointment.

Move an appointment by drag-and-drop

Desktop drag-and-drop is available only for an active appointment that does not have line-level service allocation and has an assigned staff member. It is not available for current multi-service appointments, or for completed or cancelled appointments.

Move a supported appointment

1. Confirm that the block shows a grab cursor.
2. Drag it to an open cell in the same branch calendar.
3. Release it on the required date and time.
4. Wait for Appointment moved successfully.
5. Reopen the appointment and verify its date, start time and end time.

The move is refused when the time falls outside branch hours, crosses a branch or staff break, falls outside the assigned staff member’s shift, or overlaps another non-cancelled booking.

Warning

Do not use drag-and-drop for a multi-service appointment. Open Edit Appointment, select a valid slot and recheck every service-line staff assignment.

What happens next

A successful move preserves the appointment duration, refreshes the calendar, and may send a reschedule notification. The old opening is checked for matching waitlist requests.

Important information

Calendar movement checks the supported appointment’s assigned staff and time conflict. Use the full editor whenever services, duration, staff allocation, policy reason or status also needs to change.

Mobile behaviour

The mobile Calendar uses day cards rather than desktop drag-and-drop. Select a booking to edit it, or use New on an open day to create an appointment.

Troubleshooting

• If no grid appears, configure active business hours for the selected location and date.
• If a booking is missing, clear staff, status and customer filters and confirm the location.
• If a block cannot be dragged, it may have service-line allocation or be completed/cancelled.
• If a move is rejected, check branch hours, breaks, staff shift and overlapping bookings.
• If appointments look crowded, switch to Day or 3-day, filter to one staff member, and use normal board scrolling.

Tip

Use Staff Calendar when the main question is “who is performing each service?” A multi-service appointment can appear as separate blocks in different staff columns there.

Related guides

• Manage Appointments from Booking to Completion
• Create Multi-service Appointments and Allocate Staff
• Use the Staff Calendar
• Troubleshoot Appointment Availability

Last reviewed: 12 July 2026