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Calendar → Agenda is the calendar itself. Admins and View-All users see Live Calendar — every professional, one column each. View-Own users see My Calendar.

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The header band

The title row shows the month, your company name, and three live numbers for the visible range: The gear icon opens Settings.

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Views and layout

Live Calendar week view for Sep 14 – Sep 20, 2026 with a time grid from 7 AM to 6 PM, today (Fri 18) highlighted, overlapping bookings collapsed into '+2 more' pills, a grey 'Busy — Google Calendar' block on Wednesday, and a 'Show all 24 hours' link.

Week view with the current-time marker

Live Calendar month view for September 2026 with the Today, Day, Week, Month toggles, All services and Staff 5 filters, and colored event chips on Sep 14–24 such as Emma Johnson General consultation, Logan White Cardiology and Mia Jackson Dermatology with '+16 more' overflow on the 17th.

Month view with color-coded service chips

Live Calendar list view for Sep 14 – Sep 20, 2026 with columns per weekday showing stacked appointment cards such as Emma Johnson General consultation In-Person, Noah Davis Pediatrics and struck-through cancelled events like Olivia Brown Dermatology, each tagged with the provider initials.

Week as a list of appointment cards

Everything you choose is in the URL (?view=, ?date=, ?service=, ?staff=), so a link opens the exact same view.
The default view depends on your permission: Admin and View All open Day; View Own opens Week.

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Filters

Live Calendar day view filtered to Dermatology with the 'Staff 2' dropdown open showing an All Team checkbox and Dr. Emily Carter, Dr. Felipe Velasquez, Dr. James Reed unchecked while Dr. Michael Brooks and Dr. Sarah Mitchell are checked, leaving only their two columns visible.

Filtering the calendar by staff member

  • All services — one service at a time, or all.
  • Staff — tick any number of professionals. Admin and View All only.
View-Own users have no filters: they only ever see their own calendar.

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Reading a card

Each card is painted with its service’s colour. It shows the start time, the title, and the service and appointment type underneath. On team views a chip carries the professional’s initials. Hover a card for the When and Service tooltip.
Live Calendar day view with a hover tooltip for 'Liam Williams · Follow-up check' showing the phone +12125550102, When 5:00 PM – 5:15 PM, Provider Dr. Felipe Velasquez, Service Follow-up check and Appointment type Call.

Hover tooltip with appointment summary

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Move and resize with the mouse

In Day and Week grids you can drag a card to a new time, and in Day view to another professional’s column. Grab the top or bottom edge to change the start or end.
Live Calendar day view for Thursday, September 17, 2026 with the 'Emma J…' event card outlined in purple being dragged up Dr. Felipe Velasquez's column to around 10:30 AM, a black '10:30 AM – 11:15 AM' time badge below it, and the other providers' bookings such as 10:30 AM Benjamin Clark Pediatrics still in place.

Dragging an event to a new time

Live Calendar day view with the 'Emma Johnson · Cardiology' event in Dr. Felipe Velasquez's column outlined in purple and stretched from 2:00 PM down to 4:45 PM, with a black '2:00 PM – 4:45 PM' badge showing the new duration during the resize.

Resizing an event to change its duration

  • Snaps to 15 minutes; minimum duration 15 minutes.
  • Month view only moves the date; no resize there.
  • Press Escape mid-drag to put the card back.
  • The card moves immediately; if the backend refuses (the slot was taken, the professional isn’t available), it snaps back with the reason.
You can only move a card if you’re an Admin or the appointment’s own professional: You can only manage your own appointments.

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Right-click actions

Live Calendar day view with a right-click context menu open on 'Emma Johnson · Cardiology 2:00 PM – 2:45 PM' offering Send WhatsApp reminder, Mark as confirmed, Reschedule and Cancel event.

Right-click actions on a calendar event

A closed appointment shows This appointment is closed.

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The appointment detail

Click a card.
Event detail modal for 'Amelia Thompson · General consultation' tagged GENERAL CONSULTATION and Booked, Thu, Sep 17 09:00–09:30 AM America/New_York, with the client card (+12125550115, amelia.thompson@vitalis.example, Open link), details (Video call, Dr. Felipe Velasquez, AI · WhatsApp, created Sep 18 05:19 PM), notes 'Three episodes this week; no fever.', appointment data (Reason for visit: Recurring migraines, Insurance: UnitedHealthcare), and 'Cancel event' / 'Reschedule' buttons.

Appointment detail with client and intake data

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Reschedule

Reschedule panel inside the 'Amelia Thompson · General consultation' modal (GENERAL CONSULTATION, Booked, Thu, Sep 17 09:00–09:30 AM America/New_York) with a 'New date & time' day picker where MO 21 is selected, Professional 'Dr. Felipe Velasquez (current)', Duration 30 min, Available times chips 9:00 AM through 11:30 AM every 30 min, a checked 'Keep the same provider' box, ID #109 and Cancel / Confirm buttons.

Rescheduling an appointment to a new slot

Pick a New date & time from the real free slots, optionally another Professional (Admin only, members of the same service) and a Duration in 15-minute steps up to 4 hours. Keep the same provider is on by default; off, the booking moves to any available member of the service if the current one is busy.

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Cancel

Event detail modal for 'Amelia Thompson · General consultation' on Thu, Sep 17 09:00–09:30 AM America/New_York showing a red confirmation banner 'Cancel this appointment? The slot is freed and the client keeps no booking.', the client card with +12125550115 and amelia.thompson@vitalis.example, details (Video call, Dr. Felipe Velasquez, AI · WhatsApp), notes, and 'Keep it' / 'Cancel appointment' buttons.

Confirming an appointment cancellation

Cancel this appointment? The slot is freed and the client keeps no booking. → Keep it or Cancel appointment. If it’s inside the service’s late-cancellation window, it’s recorded as a late cancellation.

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What doesn’t exist

  • Editing title, notes, client or service after booking.
  • Mark as no-show from the UI (the status exists; only the API sets it).
  • A change history on the appointment.
  • Printing or exporting the agenda.

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Next step

Book an appointment by hand

The New Event window.