Calendar

Menu Appointments → Calendar (short sidebar label; distinct from the Appointments list).

Admin calendar view, customizable per store according to the team’s workflow.

Display / overlap settings are mainly under Company Settings → calendar settings (and options related to rooms / staff). See Calendar settings.

Month / week / day views

The active view button (e.g. Week) shows white text in light mode so it stays readable on the theme primary background.

Customization per store

Each store configures its appointment system:

So a single-practitioner salon and a multi-room clinic do not share the same calendar layout.

Appointment overlap (admin only)

In the admin calendar, the store can allow or disallow:

• overlap for the same staff, and/or
• overlap for the same room.

The website stays strict; the admin can be more flexible depending on store policy.

Staff events (unavailabilities)

On the calendar, you can create a staff event (custom unavailability) in addition to an appointment.

Note: the Staff → Unavailabilities menu page is temporarily hidden. Create and manage these ranges from the calendar (staff events).

These events are treated as staff unavailabilities:

Appearance on the calendar

So you can tell at a glance a client appointment from a “staff unavailable” block.

Pending appointments — visual cue

Pending appointments (often from the website, to accept or decline) are highlighted on the calendar:

The team can easily spot requests to accept or decline, without confusing them with already accepted appointments.

Move or resize an appointment (drag and drop)

With permission to update an appointment, you can move a slot (change time and/or day) or change its duration directly on the calendar.

Step 1 — Confirm the slot

After the drop, a modal opens with before / after:

If the appointment is linked to a paid invoice, the modal may remind you that only the time (not the date) can change, per invoice rules.

Step 2 — Notify the client (or not)

After Confirm changes, if a client notification is possible (email and/or SMS depending on store modules and client contact details), the same modal as on the appointment form appears:

If no channel is available, save may proceed without this second modal.

See also: Editing an appointment and notifications.

Client confirmation (RSVP) — when the module is enabled

If the Client confirmation (reminders) feature is ON for the store (Module Control → Appointments.ClientRsvp):

• each SMS/email reminder offers Confirm and Decline;
• on the appointment form and calendar, a badge shows: Not confirmed / Confirmed (client) / Declined (client);
• Decline cancels the appointment (customer cancellation);
• this is separate from clinic decline (Declined by the store).

If the feature is OFF, reminders keep only “manage / cancel” and no RSVP badge is shown.

Calendar display (times and grid)

An event can be recurring (repeat over time), generally for an unavailability on one day at a time.

You choose the interval (every X weeks / months) and the number of occurrences (within a future-months limit).

Deleting an event from a series

If the event is part of a series, on delete (or sometimes on edit) you choose the scope:

See also: Unavailabilities.

Calendar display (times and grid)

You customize the admin calendar window and step, for example:

This improves readability: only the store’s useful range is shown.

Appointment colours (display rule)

An appointment’s background colour on the calendar follows this priority order:

Flow status (when there is no category colour)

Example: a green appointment usually means it is completed and no category colour applies. Pink / blue / other tints most often come from the service category.

Special cases

Cancelled / declined / no-show / default colours are set under Company Settings → calendar settings.

Show or hide certain appointments

In the calendar, you can include or exclude:

• cancelled appointments
• absent (no-show) appointments
• declined appointments

Useful for an “active day” view (without cancellation noise) or a full view for follow-up.

Views: by staff or by room

The calendar can display:

• by staff — staff columns / resources
• and/or by room — room resources

depending on what the store uses day to day.

Success criteria

• I find the menu under the short label Calendar.
• The active view (month / week / day) stays readable (light text on the active button).
• Pending appointments are visible (transparent background, blue border) to accept / decline.
• I create a staff event (unavailability) visible in grey + staff-colour border.
• A recurring series is created correctly; I can delete one occurrence or the rest.
• The event blocks website booking (and admin if staff overlap is forbidden).
• My store shows 1 or several staff, with or without rooms.
• Display hours (e.g. 8:00–17:00) and the step (15 / 30 min…) match our needs.
• Staff / category / status colours make the calendar readable.
• I know a green appointment = completed flow, when no category colour applies.
• I can hide cancelled / no-show / declined if needed.
• Optional overlap works in admin but not on the booking website.
• I move / resize an appointment (same staff): confirmation, then choose whether to notify the client.
• “Cancel changes” closes without saving; the original slot is kept.
• A created appointment appears in the right slot / employee (and room if used).