Steps to Access the Calendar
In the left sidebar, click the calendar icon to open the Appointments module.
The calendar will open showing three tabs: Appointments, EVV, and Mileage.
How to Navigate Between Calendar Views
Use the "Select view" dropdown at the top right of the calendar to switch between the following views:
Multi-Month View
Month View
Week View
Three-Day View
Day View
Day List View
Use the "<" and ">" arrows to navigate between dates, or click "Today" to return to the current date.
How to Filter the Calendar
Use the filters available in the left panel of the calendar to organize your view:
Staff — filter by practitioner
Clients — filter by client
Status — filter by appointment status
Tags — filter by tags
Locations — filter by clinic location