STEP 1: Navigate to the Calendar tab. 

STEP 2: Click on the three horizontal lines icon in the top left-hand corner of the calendar to generate the Calendar Settings pop-up. 

STEP 3: Make the desired changes to your calendar settings. 

Professional(s): 

• This allows users with the proper permissions to view multiple staff members' calendars at one time. When clicking on the dropdown, you can quickly press "Select ALL" or "Deselect ALL" to check off all professionals to whose calendars you have access, or you can select only specific staff members by clicking on their names. Once they've been selected, a black checkmark will appear to the right of their name. 
  

Color By: This allows you to choose how you would like the appointments to be color-coded on the calendar.

• Appointment Status-- this will color the appointments BLUE for scheduled, GREEN for billed (meaning the appointment has occurred and a balance has accrued for the client), RED for missed, and PURPLE for non-client appointments.

• Professional-- this will color the appointments based on the colors that have been selected in the professional's settings. There will be a color code at the bottom of the page to indicate which color is assigned to which professional.

• Facility -- This will color the appointments by the selected facility. Facility colors can be assigned in the account settings within the Facilities & Rooms tab. 
  

Calendar Date: This will allow the user to jump to different months/years in a much faster manner than by clicking on the forward/backward arrows within the calendar screen. 

Increments: This will change the view of the calendar based on the length of time increments selected (15 minutes, 30 minutes, 60 minutes). 

Start Time/End Time: This will limit the calendar view to start and end at the selected times. For example, if the user only sees clients from 9 AM-6 PM, they can limit the calendar view so that earlier/later hours are not shown. 

• We recommend setting the end time to align with the end time of your last appointment such that the appointment is not cut-off on the calendar. 

Hide Names: If this box is checked, the names of the clients will not appear on the calendar. Instead, either the client initials OR the Unique IDs will appear in the calendar entry. Unique ID can be set within the Client Overview tab in their profile. 

Hide Balances: If this box is checked, the outstanding balances will not be listed on the calendar entries.     

• Please note: the balances listed on the calendar entries are the TOTAL outstanding balance for the client, not the service price for the specific calendar entry. 

Show Weekends: If this box is checked, then the calendar will span from Sunday-Saturday. If the box is unchecked, only Monday-Friday will appear in the calendar view. 

Show Groups: This checkbox is used for denoting GROUP therapy sessions as one calendar entry. 

• When the box is checked, one calendar entry will appear with the name of the group. 
• If the box is unchecked, group sessions will be shown as all of the group members having appointments side-by-side.

STEP 4: Once you've made the desired changes, press the Apply Changes button. You can adjust these settings at any time.

These settings are customizable for each user on an individual basis.