Calendar Views & Navigation
Master the Petboost calendar interface with multiple view modes, powerful filtering, and advanced navigation features.
Calendar View Modes
Switch between 5 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. Workflow View
Shows: Status-based kanban board
Best for:
Managing appointment lifecycle
Processing payments
Handling pending bookings
Daily operations workflow
Features:
Columns by status (Pending, Confirmed, In Progress, Completed, etc.)
Drag between statuses
Quick actions on each card
Badge indicators for special conditions
5. Timeline View
Shows: Horizontal timeline with appointments
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
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
Use Workflow view for end-of-day payment processing
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