Calendar
The calendar is a place where you can manage a lot of your business, from scheduling clients and managing staff availability to creating new classes and checking clients into sessions.
In the article, you will see:
Filters
- Click the triangle to display the filters menu. Click Reset All Filters to clear your selections and show all details.
- From here you can search for a specific date or switch to a week or month view on the calendar.
Use the dropdowns to filter the calendar by your preferred selection:
- Status - display all, cancelled, or active classes
- Class Type - filter by all classes, appointments, public virtual, private virtual, public in-person, private in-person, or events
- Categories - filter by a specific class category
- Appointment Categories - filter by appointment category
- Instructors - filter by a specific instructor
- Rooms - filter by room
To remove the filters, click on the x icon next to the triangle icon. This will remove all filters easily.
Session/Class Colors
- Color Droplet—Click this to choose the colors on your calendar.
- A pop-up will appear
- Select whether you want to set colors by Class Type or Class Categories
- Click the Color Droplet next to each class type or category to select a color
- Click Save
- Note: Colors are user-specific, so each staff member can set their own color preferences without affecting others.
How to Set Up Classes
- Click the + button at the top of the calendar
- Select the class type you want to create and fill in the details from there
- Alternatively, you can click anywhere on the calendar in an open time slot to create a new class
- A pop-up will appear where you can set up your class details
Calendar Display Features
Instructor Stripes
- Each session on the calendar displays a colored stripe to help you quickly identify which instructor is assigned to it at a glance.
Appointment Shading
- Appointments that have not been checked in will appear shaded on the calendar, making it easy to spot sessions that still need attention.
Appointment Naming
- Appointments now display by default as Client Name | Appointment Name
- This is a recent update. Previously, only the appointment name was shown.
- You can still override the name when creating or editing an appointment if you need a different label.
- Hide time on small titles
Click the gear icon at the top of the calendar to customize what you would like the calendar to display.
Mobile Calendar
- Single day view
- Click the calendar icon to go back to "Today"
- Click the triangle to change filters
- There is no staff view on mobile, instead, use the filters to see other staff members and their availability