Calendar Views & Navigation
Master the Petboost calendar interface with multiple view modes, powerful filtering, and advanced navigation features.
Calendar View Modes
Switch between 4 different calendar views using the view selector dropdown:
1. Day View
Shows: Single day with hourly time slots
Best for:
Detailed daily schedule management
Managing overlapping appointments
Precise time slot visualization
Features:
15-minute time increments
All-day appointments section
Drag-and-drop rescheduling
Visual conflict indicators
2. Week View
Shows: 7-day week with time slots
Best for:
Weekly planning and overview
Multi-day appointment patterns
Team capacity visualization
Features:
Monday-Sunday display
Recurring appointment indicators
Multi-pet appointment stacking
Resource allocation view
3. Month View
Shows: Full month calendar
Best for:
Long-term planning
Capacity overview
Availability checking
Course and event scheduling
Features:
Compact appointment display
Color-coded by status
Click to expand details
Drag-to-create appointments
4. Timeline View
Shows: Horizontal timeline with appointments across different time scales
Timeline Options:
Timeline Day - Single day view with hourly detail
Timeline Week - 7-day view for weekly planning
Timeline Month - Monthly overview with daily blocks
Timeline Year - Annual view for long-term planning
Best for:
Resource utilization
Team member schedules
Room/kennel allocation
Van routing
Features:
Swimlanes by resource/team member
Overlapping appointment detection
Capacity visualization
Time block analysis
Switch between different time scales (Day/Week/Month/Year)
Navigation & Date Selection
Navigate between dates:
Previous/Next arrows - Move forward/back by current view increment
Today button - Jump to current date
Date picker - Click date field to select any date
Keyboard: Arrow keys to move,
Tfor Today
Quick date jumps:
Click any date in month header (Week view)
Type date in search box (
Oct 25,10/25/2025)
Display Options
Group By
Organize appointments by different criteria:
None - All appointments in chronological order
Team Member - Separate row for each staff member
Resource - Separate row for each location/room/van
Service - Group by service type
Customer - All appointments for same customer together
Pet - Group by individual pet
How to use:
Click "Group By" dropdown
Select grouping criteria
View updates instantly
Drag-and-drop still works within groups
Filter by Status
Status tab badges show counts for each status:
Show All - All appointments regardless of status
Confirmed - Only confirmed appointments
Ready to Pay - Appointments with finalized invoices
Payment Declined - Failed payment attempts
Custom filters - Create your own filter combinations
Status indicators:
Number badge shows count
Warning icon (⚠️) for attention needed
Color-coded backgrounds
Filter by Team Member/Resource
Team/Resource filter dropdown:
Shows all team members with profile pictures
Number indicates active filters
Multi-select support
Avatar stack shows first 2-3, then "+X more"
Example: 0 Group By [Suzie Walsh] [Jasmin Abasiry] +13
0 = No grouping active
Shows 2 avatars + 13 more team members
Search & Find
Calendar search box:
Search by customer name
Search by pet name
Search by service name
Search by confirmation number
Search by date (flexible formats)
Search tips:
Partial matches work (
"John"finds "John Smith", "Johnny")Case-insensitive
Results highlight in calendar
Press
Enterto jump to first result
Drag Lock Feature
Prevents accidental rescheduling via drag-and-drop.
Toggle: Click "Drag Lock" switch in top toolbar
When enabled:
✅ Can still click appointments to view details
✅ Can create new appointments
❌ Cannot drag appointments to reschedule
❌ Cannot drag to change duration
Best for:
Busy schedules where accidental dragging is risky
Staff with view-only access
Touch screens where accidental drag is common
Reset View
Instantly restore default calendar settings:
Clears all filters
Resets grouping to "None"
Returns to default view mode
Removes custom display options
How to use:
Click Reset View button
All custom settings cleared
Returns to clean default state
Calendar Color Coding
Appointment cards are color-coded by status:
Color | Status |
🔵 Blue | Confirmed |
🟡 Yellow | Pending |
🟢 Green | Completed |
🟣 Purple | In Progress |
🔴 Red | Payment Declined, Cancelled |
⚪ Gray | Blocked Time |
🟢 Light Green | Course/Group Session |
Additional indicators:
Recurring icon (↻) - Part of recurring series
Warning badge (⚠️) - Requires attention (unpaid, special care)
Pet avatars - Show pet photos for quick identification
Team avatar - Assigned team member photo
Quick Actions from Calendar
Click appointment card to:
View full details
Edit appointment
Change status
Process payment
Add notes
Reschedule
Cancel
Right-click appointment for context menu (desktop):
Start appointment
Mark complete
Send reminder
Duplicate
Print
Delete
Mobile Calendar View
Responsive design adjusts automatically:
Day view on phones (compact)
Week view on tablets
Full features on desktop
Touch-optimized controls
Swipe gestures:
Swipe left/right - Navigate days/weeks
Pinch - Zoom time scale
Long press - Open details
Tips & Best Practices
Optimize your calendar:
Start with Week view for daily operations
Enable Group By Team Member to manage staff workload
Filter by Ready to Pay status to process payments quickly
Use Timeline view for resource/van routing
Performance tips:
Limit date range for large calendars (1-2 weeks)
Use filters to reduce visible appointments
Enable Drag Lock on busy days
Close detail panels when not needed