How to view all client appointments
Viewing and Navigating the Client Schedule
Accessing the Calendar View
- Under the Clients tab, select Client Schedule.
- The system will open to the calendar view, which defaults to the current day and week.
- The current date and week are displayed in the upper-left corner of the screen.
Changing the Calendar View
- To view a single day, click Day in the upper-right corner.
- To view the entire month, click Month.
- To return to the standard weekly layout, click Week.
Navigating Between Dates
Once you’ve selected Day, Week, or Month view, you can move through the schedule using these tools:
Arrows (< >)
- Located in the upper-left corner.
- Click the left arrow (<) to go to the previous day, week, or month.
- Click the right arrow (>) to go to the next day, week, or month.
Three-Dot Menu
- Also in the upper-left corner.
- Opens a simple mini-calendar, allowing you to quickly jump to past or future dates.
TODAY Button
- Click TODAY in the upper-left corner to instantly return to the current day, week, or month, depending on your selected view.