Questions answered in this article:
- How do I view my Team members' calendar/schedule?
- What do the different options in the team calendar mean?
Related articles:
Accessing the Team Scheduler
- Under My Office on the top-left corner of the screen.
- Select Scheduler.
Features & Navigation
A. Client Filter
Purpose: View appointments for a specific client.
How to Use: From the "All Clients" drop-down menu, select the desired client. The calendar will update to display only sessions booked for that client.
Purpose: Customize how events are displayed.
- Display Events By:
PractitionerRoom
Location
- Viewing Mode
Individual View: This mode displays event calendars as separate columns. This is ideal for tracking individual availability.
Combined View: All practitioner events merge into a single calendar. Ideal for checking everyone's availability together.
C. Crew Filter
What is a Crew?
- Custom groups of staff members (e.g., "PT Team" or "OT Team").
- Learn how to create and manage crews → How to create a Crew within my clinic
How to Use:
- Select a crew from the drop-down menu to view their collective schedule.
- Select the practitioner/s you wish to view.
Color-Coding
Each user's appointments appear in their assigned color, making it simple to distinguish between team members at a glance. (see photo above)
Note:
- Currently, color assignments cannot be manually customized.
- A future update will enable custom color selection for staff members.
D. Calendar View
Purpose: Toggle between different layouts in the top-right corner:
Calendar View: Traditional grid layout.
- Day: Hourly breakdown.
- Week: Full 7-day view.
Agenda View: Displays monthly events in a list format.
