Calendar Tab

Appointments ››
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The calendar tab gives the user a visual representation of their appointments.


Views

It contains the appointments that match the users current search criteria and organises them in to 3 views:


View

Description

Day

Shows 2 days side by side with the time on the left margin

Week

Shows all 7 days side by side with the time on the left margin

Month

Shows all days of the month with each day represented as a box


Appointments are represented by coloured boxes. The colour represents the confirmation status of the appointment (see below). The user can simply click on an appointment to edit it. The user is unable to add an appointment from this tab.


Dragging and Stretching

Appointments can be dragged and stretched as a way to change the time, date and duration.


View

Drag

Stretch

Day

Drag to change time and/or to other day

Stretch to change the duration of the appointment

Week

Drag to change time and/or day of current week

Stretch to change the duration of the appointment

Month

Drag to change the day in current month

Cannot stretch


Appointment Colours

There are 2 colour modes that the calendar can be in: Confirmation Status and Appointment Types. In Confirmation Status mode the colour of each appointment reflects the confirmation status of that appointment (see table below).


In Appointment Type mode the appointment colours are determined by the appointment type which is customized by the user. See Appointment Types for information on customizing colours.


Confirmation Status Colours

Colour

Status

Blue

The appointment has no status

Green

The appointment has been confirmed

Red

The appointment has been cancelled

Yellow

The client is unsure of ability to attend

Purple

The appointment is at risk of being a DNA


To change the colour mode the User selects the palette icon in the Calendar tool bar and selects the colour mode to be used. The Calendar updates automatically.


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