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How to view all client appointments

Viewing and Navigating the Client Schedule

Accessing the Calendar View

  1. Under the Clients tab, select Client Schedule.
  2. 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.