Steps to Access the Calendar
Log into CompanyOn
Select Calendar from the main navigation menu
The Calendar will open in your default selected view
How to Navigate Between Calendar Views
The Calendar offers several viewing formats to help clinics manage scheduling efficiently.
Available views include:
• Multi-Month View
• Month View
• Week View
• Three-Day View
• Day View
• Day List View
Best Practices
• Week View is ideal for busy clinics managing multiple practitioners
• Day View works best for detailed scheduling
• Multi-Month View is useful for long-term planning
How to Filter the Calendar
Users can filter the Calendar by:
• Staff member
• Client
• Appointment status
• Tags
• Contacts
• Locations
Benefits of Using Filters
• Simplifies scheduling management
• Helps organize multi-practitioner clinics
• Makes appointment tracking easier
• Supports location-based scheduling workflows