Admin Calendar View

The Calendar page provides a centralized view of all pending and approved appointments, making it easy to manage and monitor bookings at a glance.

You can switch between Month, Week, and Day views to suit your workflow, allowing you to quickly check schedules without opening individual appointments.

Each service is displayed in a distinct color, helping you visually differentiate between various appointment types and quickly identify them within the calendar.

How to View Appointments:

Month View

• Shows all appointments for the month.
• Great for seeing the big picture of your schedule.

Week View

• Shows appointments for one week.
• Useful for checking daily schedules in more detail.
• Available Views in Week View:
  • Timeline View: Appointments are shown along a horizontal timeline, making it easy to see which appointments overlap or follow each other.
  • Grid View: Appointments are displayed in a table-like layout with time slots, making it simple to see availability at a glance.
• For the Week and Timeline views, an Expand/Collapse option is available to adjust the visibility of the calendar layout.
• In cases where multiple appointments are scheduled within the same time slot, they will not overlap. Instead, appointments are displayed side by side for better clarity.
• Additionally:
  • In the Week view, horizontal scrolling is enabled within each column when there are multiple appointments.
  • In the Timeline view, vertical scrolling is enabled within each row to accommodate additional appointments.

Day View

• Shows all appointments for a single day.
• Perfect for managing a busy day’s schedule.

In the Week and Day views, the calendar displays only your configured working hours. For instance, if your working hours are 9:00 AM – 6:00 PM, only that time range will be shown.

Today’s Appointments:

The current day is highlighted, and all appointments for today are clearly visible for quick access.

Additionally, in both Week and Day views, day-based and multi-day services are displayed in the upper section of the calendar, as illustrated in the image below.

Finding Appointments with Filters:

Filters help you quickly find specific appointments:

1. Service Filter – Show only appointments for a specific service.
2. Staff Member Filter – Show appointments assigned to a particular staff member.
3. Location Filter – Show appointments for a specific location or branch.
4. Appointment Status Filter – Show appointments by status:
   • Approved
   • Pending

You can use multiple filters at once, e.g., see all pending appointments for a certain staff member at a specific location

Card Fields:

• Each appointment on the calendar is displayed as a card.
• The card shows key information such as:
  • Service Name
  • Customer Name
  • Staffmember name ( if staffmember module activate )
  • Location Name ( if location add-on activate )
  • Time Duration
  • Email Field
  • Phone number
  • Custom Fields (set up in BookingPress → Customization → Custom Fields, including Text, Textarea, Radio, Dropdown, and Date fields)

Customizing Card Fields:

• At the top of the calendar, click the Card Fields button.
• You can choose which fields appear on the appointment cards.
• You can also reorder the fields by dragging and dropping them in the desired order.
• After making changes, click Save to update the card display.

Customize card fields to highlight the most important information for your workflow, making it faster to view appointment details at a glance.

Managing Appointments from the Calendar:

View Appointment Details:

Click on an appointment to see key information:

• Client name
• Service booked
• Staff member assigned
• Date and time
• Status

Change Appointment Status:

Update the status directly from the calendar without opening the appointment.

• For example, mark an appointment as Completed, Cancelled, or Pending in just a few clicks.

Rescheduling Appointments:

• The Calendar makes it easy to reschedule appointments directly, helping you manage changes quickly and efficiently.
• You can manually adjust the appointment time as needed.

Pro Version Feature:

• Drag and Drop: Move appointments to a different date or time directly from the calendar.
• Resize (Stretch): Expand or reduce the appointment duration by adjusting it visually on the calendar.
• These features allow you to reschedule appointments within seconds, making it easier to manage a busy schedule.