Calendar views
Switch between day, week, and month views, filter by dentist or location, and read the calendar at a glance.
Overview
The appointments calendar has three views — Day, Week, Month — each optimised for a different rhythm. Day is for what's happening right now; Week is for planning; Month is for spotting patterns and gaps.
Prerequisites
- Any clinical or front-desk role
- At least one appointment to look at
Steps
Open Appointments. Top nav → Appointments. The default view is Day.
Switch view. Buttons in the calendar header: Day, Week, Month. Click to switch. The URL doesn't change; the view is client state.
Navigate dates. Use the back and forward arrow buttons to step one day/week/month. Today snaps to today. The mini-calendar at the side jumps to a specific date.
Filter by dentist. Top-right filter dropdown lists every dentist. Pick one to show only their column; pick "All dentists" to show everyone.
Filter by location. Multi-location clinics: pick a location to show only its bookings.
Read appointment cards. Each card shows patient name, time, type, room, and a status pill. Colour-coded: blue (scheduled), green (checked-in), purple (in progress), grey (completed), red (no-show), strike-through (cancelled).
Hover any card for details. Tooltip shows the dentist, treatment type notes, and any flags ("first-time patient", "running 10 min late").
Click a card to open details. Modal pops up with full info, plus actions: Edit, Reschedule, Cancel, Check-in, Mark no-show. Permitted actions depend on your role.
Drag a card to reschedule. In Day and Week view, you can drag a card to a new slot. The system validates the new slot before committing; you'll see an error toast if the destination conflicts.
Expected outcome
- The view you chose persists for the session
- Filters apply across navigation; reload clears them
- Drag-and-drop rescheduling updates the appointment in the database
- Real-time updates push other users' changes to your calendar within seconds in real time
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Calendar is empty | No appointments in the date range, or filtered out | Reset filters and check date range |
| Card colours look wrong | Status legend changed in a recent update | Click ? in the calendar header for the current legend |
| Drag-and-drop doesn't work | Browser drag-handlers blocked by an extension | Try in incognito; click-edit instead |
| Real-time updates not arriving | Socket disconnected | Check the connection indicator at the top-right; refresh if persistent |
| Month view shows blocks instead of names | Crowded month — too many appointments for the cell | Switch to Week for detail |