Calendar Views & Navigation
The calendar opens on the last view used in that browser. A blue dot on the view button means something is hiding bookings from the calendar: a status tab other than Show All, hidden weekend days, or Show blocked time, Show multi-day appointments, Show regular appointments or Show group courses switched off.
Switch the calendar view
Change the view when you need more detail on one day, or a wider look at the week or month.
Open Appointments.
Open the view button, which reads the current view: Day, Week, Month or Timeline.
Choose the view. For Timeline, also choose Day, Week or Month.
Optional: in Day or Week, under How it looks, turn on Stack Mode to list appointments instead of laying them against the clock, and choose Sort Stack By.
View | Shows | Suits |
Day | One day in time slots, 15 minutes each by default | Detailed daily scheduling and managing overlapping appointments |
Week | Seven days in time slots | Weekly planning, multi-day patterns and team capacity |
Month | The whole month, with appointments stacked in each day | Long-term planning, capacity and course scheduling |
Timeline | A horizontal timeline, by Day, Week or Month | Resource use, team schedules, room or kennel allocation and van routing |
Timeline shows a row for each team member or resource when the calendar is grouped. The view panel has four parts: View, Show on the calendar (blocked time, cancelled, declined, refunded and multi-day appointments, buffer time and weekend days), How it looks (Colour Mode, Card content, care colouring, Combine pets from one owner, Time slots, Calendar hours and Stack Mode, which only appears on Day and Week) and When you drag (Silent Drag and Drag Lock).
To hide weekends on Week or Month, switch on Hide weekend days under Show on the calendar, then choose Both, Saturday or Sunday. The days are hidden whether or not they have bookings.
With Show multi-day appointments switched off, stays and other bookings that run across days are left out of every view, Month included, and out of the pet, service, revenue and status counts at the top of the calendar.
Navigation & date selection
Move between dates with the arrows beside Today, which step by the current view. Today returns to the current date, and the date field opens a calendar to pick any date. Swiping does not change the date.
The calendar has these keyboard shortcuts. Press ? to see them in Petboost.
Key | What it does |
| Day, Week, Month or Timeline view |
| Go to today |
Left arrow, right arrow | Previous or next period |
| Focus search |
| Clear search and selection |
| Toggle time scale |
| Zoom the time scale in or out |
| Create new appointment |
Display options
Group the calendar
Group the calendar to give each team member, resource, service or category its own column.
Open Appointments.
Open Group By.
Choose None, Team Members, Resources, Services or Categories.
Optional: choose which team members, resources, services or categories to show. Booked shows the ones with bookings on the days on screen and Not Booked the ones without; both update as you move between days. All shows every one, Busiest the one with the most bookings, and Custom is your own selection. On Resources, Owner Admins and Admins can switch on Show pets at a time, Show how full or Show hours booked to add that figure to each resource's column header.
Team Members and Resources combine: choose both for a column per person and a column per resource. None, Services and Categories replace whatever was chosen. Arrange Columns By orders the columns Alphabetical, Busiest First or Custom. Drag and drop still works within groups. Once team members are chosen, the Group By button shows their photos, the first few then a count of the rest. Once the calendar is grouped, Group By also has Column Options, which hold Show Total Capacity and the switch for the column of bookings with nothing to group them by. Show Total Capacity does not change the column headers: it turns each count in the resource list further down Group By into bookings over capacity.
Change a session from the calendar
To change one day's hours without opening the roster, switch on Show session overlay in Group By with Team Members or Resources chosen. Each session shows a tab with its time at the top of the column.
Select the session's tab, then Edit this date. To add another block of hours that day, select Add a session instead.
Under Apply this change to, choose that date only, or every week on that weekday going forward.
Change the session and select Save this date. For every week, the button names the weekday, such as Save every Monday. To take the session off, select Remove from this date.
Bookings already on the calendar stay where they are. When a special date covers the day, select the date at the top of the column to edit that date's sessions.
Show team columns side by side
A grooming business with an assistant and a groomer can see both columns at once, for example bathing, drying, brushing, nails, paw pads and desheds in the assistant's column, and clipping, scissoring, styling, difficult dogs and puppy first grooms in the groomer's.
Open Appointments.
Open the view button and choose Timeline, then Day or Week.
Open Group By and choose Team Members.
Each team member appears as a separate column, with appointments in the column of the person assigned. To fit every column on screen, choose Fit in the view settings. To give each column more width, choose Scroll. Petboost remembers your choice. Seeing both columns side by side shows the gaps in either one and your total capacity when you have help, the way a schedule board on the wall does. A second monitor helps.
Colour the calendar
Appointment cards take their colour from Colour Mode, in the panel under the view button: Appointment Status, Service Category, Service, Team Member or Resource.
Open Appointments.
Open the view button.
Under Colour Mode, choose what the cards are coloured by.
Optional: select View Colour Key to see what each colour means.
When the colour mode is Appointment Status, cards use these colours:
Colour | Status |
Blue | Pending |
Green | Confirmed |
Pink | In Progress |
Indigo | Ready to Review (Completed), Ready to Pay |
Solid dark green | Paid |
Red | Declined, Cancelled, Payment Declined |
Amber | Partially Refunded |
Grey | Refund Granted, Invoice Amount Void |
Dark grey | Blocked time |
Cancelled cards are struck through unless a cancellation fee is still owed. Cancelled, declined and refunded appointments are hidden unless Show cancelled appointments, Show declined appointments or Show refunded appointments is on, under Show on the calendar. If Colour major and special care cards is Always or Until checked in, major care shows solid red and special care solid amber in every colour mode. For Team Member and Resource, the colour is set on each team member or resource.
Cards also show a recurring icon when the appointment is part of a recurring series, a warning badge when it needs attention, such as unpaid or special care, the pet's photo and the assigned team member's photo.
Colour by team member or resource
With Team Member or Resource, each card takes that team member's or resource's own colour, set on their profile.
Open Appointments, open the view button, and under Colour Mode choose Team Member or Resource.
Open Team Members or Resources, and select Manage on the team member or resource.
On the summary card, under Calendar colour, select Set, or Change if a colour is already set, and pick the colour.
Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.
With no colour set, the summary card reads Not set - cards use slate, and those appointments show in slate. Remove Colour takes a colour off. The form for a new team member or resource has the same field, as Calendar Colour (Optional) with Set Calendar Colour.
In these colour modes a cancelled appointment is still struck through, unless a cancellation fee is owed, and a paid appointment still shows a solid green Paid badge. Mission Control and Trips use the same Colour Mode in the same browser.
Choose what the cards show
Card content sets which details each appointment card shows, and in what order. The calendar and the Mission Control cards share one layout, saved in that browser.
Open Appointments.
Open the view button, then select Card content.
Optional: under Start from, choose a layout: At a glance, Front desk, Care brief, Team and table or Quiet. Care brief keeps care, tags, birthday and vaccination with the pet's name. Team and table shows the service, who is doing it and where.
Under Show on the card, switch each detail on or off, such as Pet photo, Tags, Attribute icons, Grooming notes, Team member or Resource. Pet name and Status are always shown.
Optional: drag a detail to reorder it, or select New line to start it on its own row.
Under Show details as, choose Text or Badges. Badges shows every detail that is on as its own badge. Text keeps icons by the name and shows two alerts at a time.
Optional: in Text, select Label beside Add-ons, Package, Initial visit, Grooming notes, Membership, Vaccination, Birthday or Recurring to show that detail as a labelled badge under the photo instead of an icon by the name.
Preview shows the card as it looks on the Calendar or in Mission Control. Select Reset to Default to go back to the standard card.
For the birthday countdown, a detail that has gone missing, and the full list of layouts, see Customise Appointment Cards.
When an appointment has more than one service, the card names every service, in booking order.
Filter by status
The status tabs above the calendar show each status with the number of appointments and their total value. Only statuses with appointments in view appear, beside Show All.
Open Appointments.
Select a status tab, such as Confirmed, Ready to Pay or Payment Declined.
To see everything again, select Show All.
When no booking on screen is Pending but some are waiting from today on, a Pending bookings button shows how many. Select it to jump to the first day with one.
Search the calendar
Open Appointments.
Type in Search calendar, or press
/.
The search matches the pet's name, the customer's name, email and phone, the service, the team member, the address, the status and the breed. Partial matches work and case does not matter: John finds John Smith and Johnny. Matching text is highlighted on the cards, and the search stays in the address bar, so a refresh keeps it. Press Esc to clear it.
Turn Drag Lock on or off
Drag Lock stops accidental rescheduling by drag and drop. It is on by default.
Open Appointments.
Open the view button.
Under When you drag, switch Drag Lock on or off.
With Drag Lock on you can still select an appointment to open it and create new appointments, but you cannot drag an appointment to move it or change its length. It suits busy days, staff who should only look, and touch screens, where an accidental drag is common. For a Service Supporter, Drag Lock is always on, and the panel says so. Silent Drag, beside it, decides whether moving a booking by dragging texts and emails the customer: when it is on, they are not told.
Reset the calendar
Open Appointments on a computer.
Open Reset and select Reset All.
Reset All clears every filter, shows every team member, resource and service again, goes back to today in Day view, sets Group By to None, turns Drag Lock back on and returns the display options to their defaults. Save Current Configuration, in the same menu, keeps up to 3 set-ups you can switch between. The Reset menu also holds On page load always, which sets whether the calendar opens on the date you left it or on today; Download, for admins (Run Sheet PDF, CSV of This View, All Future Appointments and All Past Appointments), which is also at the foot of the view menu; and Keyboard shortcuts. On a phone the same menu is Manage in the bottom bar.
Open or act on an appointment
Select a card to open the appointment. A course card opens the course. On a computer, right-click a card for a menu of what you can do next. What it offers depends on the status, and includes View Appointment, Open in New Tab, Accept Appointment and Decline Appointment, Edit Appointment, Reschedule Appointment, Check In, Check Out & Pay and Mark Complete & Pay Later, Issue Refund, Cancel Appointment and Mark as No Show. On a stay, daycare or boarding booking it also offers Add Belongings, to record what the pet arrived with.
Select several appointments
You can accept, decline, check in, cancel, or mark no-show on more than one card at once. This changes each selected visit only. It does not end a recurring series.
Open Appointments.
Hold
Ctrl(Windows) orCmd(Mac) and click each card you want, or holdShiftand click to select a range.When the bar appears, choose Accept, Decline, Check in, Cancel, or No-show.
If you chose Cancel, confirm Cancel appointments. If you chose No-show, confirm Mark no-show. To leave the visits as they are, choose Keep appointments.
Read Bulk action results for how many succeeded.
To cancel a recurring series instead, see Pause or cancel a recurring series. To cancel many bookings for one customer, see Cancel many appointments at once.
Block time for many team members or resources
Use Bulk Blocked Time on the calendar when you need the same block on more than one team member or resource. Team Members and Resources call it Bulk Block Time.
Open Appointments, select New, then Bulk Blocked Time.
In Bulk Add Blocked Time, choose the team members and resources, then select Configure Blocked Time.
Set the dates and times, then select Review Changes.
Select Add Blocked Time.
The same dialog opens from Bulk Block Time in the settings menu on Team Members or Resources. For public holidays and longer closures, see Bulk Blocked Time.
Use the calendar on a phone
The calendar opens on the last view used in that browser
Swiping does not change the date. Use the arrows beside Today
To zoom the time scale, use Time slots under the view button
Tap a card to open it. The right-click menu is not available on phones. With Drag Lock on, touching and holding a card opens Tap & Drag Locked
Tips
Start with Week view for daily operations, and group by Team Members to manage workload
Select the Ready to Pay tab to take payments in one pass
Use Timeline for resource and van routing
On a large calendar, keep the date range to a week or two and use filters to cut what is shown
Keep Drag Lock on during busy days
