Customizing your calendar view lets you choose how your schedule appears so you can work in the way that feels most comfortable. You can switch layouts, adjust display preferences, and tailor your calendar to your workflow.
In this guide:
Group your calendar view by team, service, location, or resources
Navigate to the Calendar.
At the top of the page, click the filter icon.
In the 'Group by' section, select Team, Service, Location, or Resources.
Select Close.
Color your appointments by team or service
Navigate to the Calendar.
At the top of the page, click the filter icon.
In the 'Color appointments by' section, select Team or Service.
Press Close.
View specific team members' appointments
Navigate to the Calendar page.
Select the specific staff members you would like to view in the Team members section.
View the group calendar in daily/ weekly/ monthly view
Navigate to the calendar page.
At the top of the page, next to the date range, select the view drop-down.
Select either daily, weekly, or monthly view.
Filter options to change your view on your calendar based on appointment and invoice status
Navigate to the calendar page.
Select the filter icon.
Select the dropdown for appointment or invoice status.
Select the status that suits your needs.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.