Using the Calendar
- Videos
- Changing the view of the calendar
- Time zone
- Filtering the calendar
- Setting your calendar office hours
- Create an all-day event
- Frequently asked questions
Videos
Calendar and Scheduling
This Sessions Health tutorial teaches you how to use the calendar and schedule appointments.
Changing the view of the calendar
The calendar has three views: month, week, and day. Change the view by selecting from the drop-down in the top-right of the screen. When you change the view of the calendar, that view will persist on that device until you change it again.
Once you've changed the view, the navigation in the top-left will change as well.
Month navigation
Week navigation
Day navigation
Keyboard navigation
Alt-c - You may navigate to the calendar from any screen by pressing 'Alt-c.'
t - While on the calendar, you can navigate to today by pressing 't.' Navigating to today won't change the type of view you have selected. For example, if you are navigating by month and press 't,' the calendar will return you to the month of the current day.
Time Zone
Please see the Time Zones article for details about using the time zone settings on the calendar.
Filtering the calendar
Filter by Practitioner
If your clinic has more than one practitioner, it may be the case that more than one practitioner's appointments need to be viewed. You may select the filter icon to filter on the practitioners you wish to display on the calendar.
Filter by Location
If your clinic has more than one location, you may also filter by location within the filter icon.
Setting your calendar office hours
In your calendar, you can set your office hours so your time away is grayed-out. This can be helpful when scheduling an appointment or if you have a scheduler for your practice scheduling appointments.
Note: Your office hours are separate from your online booking availability. Office hours are not visible externally and are only visible to your practice.
To setup office hours, click "..." in the upper right corner of your calendar view and select Office Hours. Next, click the Set Office Hours button and select the days and times of your office hours.
Last, select the time zone of the office hours you set.
Your office hours will auto-save. You may now view your calendar to confirm the grayed-out portion reflects the office hours you setup.
Note: For group practices, each practitioner can set their own office hours. Schedulers and Practitioners with an Administrator role will have the ability to set both a default practice-wide office hour schedule and individual practitioner office hour schedules.
Create an all-day event
To create an all-day event show at the top of the calendar, click the area at the top of the calendar or click into any timeslot and select Other Event and check the All day box.
Note: Client events cannot be created as all-day events.
You may also select whether you'd like the all-day event to be shown as Busy or Free on your calendar. If you show it as Busy, any online booking availability will be blocked all day. The all-day event will display at the top of your calendar.
Managing Availability When Out of Office
You may also add days out of the office to your online booking availability. First, click the Manage Availability button from your calendar.
Next, click the + Add button in the Date Overrides area. select any dates you'll be out of the office and remove any hours available at the bottom by clicking the trash bin icons. Lastly, click the Save button.
