Work with today and the calendar

Use Today for immediate work and the calendar views to plan capacity over longer periods.

Before you start

• Make sure each professional has working hours.
• Register blocks and date exceptions before reviewing free capacity.

Start with Today

The overview highlights the next appointment and the work scheduled for the current day. Use it for a quick operational check.

Choose the right view

Day and week views show timing in detail; month gives capacity context and Agenda produces a compact chronological list. Filters narrow the view by professional, service, status or search text.

Create or move appointments

Select an available time to begin a new appointment. A confirmed appointment can be dragged to another valid time; Calendar checks professional availability before saving the change.

Step by step

1. Open Today to identify the next appointment and outstanding work.
2. Switch to Day or Week when exact times matter.
3. Use Month to review capacity or Agenda for a compact chronological list.
4. Filter by professional, service or status; use search for customer or contact details.
5. Select a free time to create an appointment or drag a confirmed appointment to a valid slot.

Final check

• The selected view and date match the period being reviewed.
• Filters are cleared before assuming an appointment is missing.
• A moved appointment appears at the new time and remains assigned correctly.

Tip: Use a time block for meetings or travel. A fake appointment distorts customer history and reports.