Calendar Page
Explore the weekly calendar view: switch between weeks, filter by status, reschedule with drag-and-drop, manage personal areas, and take quick actions on any event.
Page Layout
The calendar page brings all your appointments, personal areas, and Google Calendar events together in a single weekly view. When you open it, you see the current week. You can narrow down what you see using the filters on the left, and jump between weeks with the arrow buttons at the top. The page is organized into three main areas:
Top Toolbar
Contains the week navigation arrows, a client search field, the Google Calendar sync button, and the "Add Personal Area" and "New Appointment" buttons.
Sidebar
Includes a small monthly calendar and four filter groups: event type, session type, appointment status, and payment status.
Weekly View
The main work area that divides the 7 days of the week into hourly time slots. Your appointments, personal areas, and Google events appear here as cards.
Three Event Types on the Calendar
Three types of events appear on the calendar, each in its own color:
Appointments
Sessions with your clients. Each appointment is color-coded based on the service you assigned. The card shows the client name, time range, and small labels indicating the status (confirmed, pending, no-show, cancelled).
Personal Areas
Use these to block off time when you are unavailable for appointments, or to add personal tasks and reminders to your calendar. For example, you can schedule a lunch break, a supervision hour, or a task like "write case notes." They appear in mint green and show the title and duration you set.
Google Calendar Events
Events imported from your connected Google Calendar account. They appear in orange and are marked with the Google logo so you can easily tell them apart.
Status Indicators
Creating Events from the Calendar
When you click on an empty hour in the calendar, a small menu appears offering two options:
Click on the empty hour where you want to add an appointment or personal area.
From the menu that appears, choose either "Create Appointment" or "Add Personal Area".
Creating an Appointment
First select your client, then the appointment form opens. The date and time are automatically filled in based on where you clicked. When you choose a service, the duration and fee are filled in automatically as well.
Creating a Session
Complete steps and options for creating sessions
Recurring Appointments
If you regularly see the same client, you can define a recurring series instead of creating individual appointments each time. Recurring appointments are automatically generated at the intervals you set (weekly, biweekly, etc.) and are distinguished by a special series label on the calendar.
Recurring Appointments
Creating, editing, and managing recurring series
Creating a Personal Area
Enter a title (e.g. "Lunch Break"), date, start time, duration, and optionally a description to define your personal area.
To edit or delete a personal area later, simply click on it in the calendar and use the "Edit" or "Delete" option from the info card that appears.
Personal Area Management
You can quickly create personal areas from the calendar; for detailed operations like editing, deleting, and setting up recurring personal areas, check out the guide below.
Personal Area Management
Creating, editing, deleting, and usage scenarios
Event Details & Quick Actions
When you click on any event in the calendar, an info card appears on top of it. From this card you can view the event details and take quick actions.
Date and Time
Shows the full date and start-to-end time of the appointment.
Fee and Duration
Displays the fee and session duration for appointments.
Status Labels
Small labels showing whether the session is online or in-person, its confirmation status, no-show, cancelled, or part of a recurring series.
Action Buttons
Edit
Opens the editing screen for the appointment or personal area.
Delete
Asks you to confirm before deleting the event.
Client
Takes you to the client's profile page.
Detail
Opens the full detail page for the session.
Remind
Sends a session reminder to the client via WhatsApp or email.
Meeting Link
Sends the online meeting link to the client.
Series
If the appointment belongs to a recurring series, opens a window listing every session in the series with its date, time, and status, with the current session marked.
Google Meet Button
If a Google Meet link is set for the session, a full-width "Join Google Meet" button appears at the bottom of the info card.
Editing and Managing Sessions
Using the buttons on the info card, you can edit appointments, reschedule them, cancel, or mark them as no-show. For step-by-step instructions on all these actions, check out the guide below.
Editing and Managing Sessions
Editing, cancelling, marking no-show, and deleting appointments
Rescheduling with Drag & Drop
Click and hold the appointment or personal area you want to move, then drag it to a new day or time.
As soon as you drop it, the event moves to its new position and the calendar updates instantly.
When you move a recurring appointment, you will be asked: "Move only this session, or this and all following sessions?"
If the new time conflicts with another event, you will see a warning. You can choose to proceed anyway or cancel the move.
Filtering & Search
Event Type
Choose which types of events to display on the calendar. You can select multiple: Appointment, Personal Area, Google Calendar Event.
Session Type
Filter sessions by their type: All, In-Person, or Online.
Appointment Status
Choose which appointment statuses to show. You can select multiple: Confirmed, Pending, No-Show, Cancelled. By default, cancelled appointments are hidden.
Payment Status
Filter appointments by payment status: All, Paid, Pending, Overdue, or Free.
Client Search
Click the magnifying glass icon in the top toolbar to open the search field. As you type a client's name, the calendar instantly shows only that client's appointments.
Important Tips
Date and Time Management
All times displayed on the calendar are based on the timezone set in your profile. Updating your timezone when you move to a different city or travel is important to ensure your appointments continue to appear at the correct time.
Date and Time Management
Detailed information about timezone settings and date management
Google Calendar Integration
When you connect your Google Calendar account, your personal events automatically appear on the calendar and new appointments sync back to Google Calendar. Synchronization runs automatically every 15 minutes; you can also sync instantly using the button in the top toolbar.
Google Calendar Integration
Google Calendar connection and sync settings