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Calendar Views & Navigation

Calendar Views & Navigation

Master the Petboost calendar interface with multiple view modes, filtering, and 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

  • Colour-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

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)

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, . for Today (T opens the Timeline view)

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

Organise appointments by different criteria:

  • None - All appointments in chronological order

  • Team Members - Separate column/row for each staff member

  • Resources - Separate column/row for each location/room/van

  • Services - Group by service

  • Categories - Group by service category

Turn on Team Members and Resources together to see both.

How to use:

  1. Click "Group By" dropdown

  2. Select grouping criteria

  3. View updates instantly

  4. Drag-and-drop still works within groups

Split Grooming Teams and Side-by-Side Columns

For grooming businesses with multiple team members working on different tasks (e.g., prep vs. styling), group by Team Members to see columns side by side:

Common split team workflow:

  • Assistant column - Bathing, drying, brushing, nails, paw pads, desheds

  • Groomer column - Clipping, scissoring, styling, difficult dogs, puppy first grooms

Best setup:

  1. Navigate to Appointments

  2. Select Week View or Day View (Timeline views work best)

  3. Set Group By to Team Members

  4. Each team member appears as a separate column

  5. Appointments show in the appropriate column based on assignment

Benefits:

  • See both columns side by side to plan the day

  • Quickly identify gaps in either column

  • Understand total capacity when you have help

  • Connect a monitor for maximum visibility

Tip: Use the Timeline Day or Timeline Week view for the clearest side-by-side column display. This mimics traditional grooming schedule boards.

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

  • Colour-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 Enter to jump to first result

Drag Lock Feature

Prevents accidental rescheduling via drag-and-drop.

Toggle: Drag Lock is on by default. Turn it on or off in the view menu under Calendar Options

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 colour coding

Appointment cards follow the colour mode you select in calendar settings: Appointment Status, Service Category, Service, Team Member, or Resource.

When colour mode is Appointment Status, cards use these status 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 and refunded appointments are hidden unless Show Cancelled Events or Show Refunded Events is on. If Colour Major & Special Care Event Cards? is Always or Until checked in, major care shows solid red and special care solid amber in every colour mode. Select View Colour Key to see the key in the app.

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

Select several appointments

You can accept, decline, check in, cancel, or mark no-show on more than one Scheduler card at once. This changes each selected visit only. It does not end a recurring series.

  1. Open Appointments.

  2. Hold Ctrl (Windows) or Cmd (Mac) and click each card you want, or hold Shift and click to select a range.

  3. When the bar appears, choose Accept, Decline, Check in, Cancel, or No-show.

  4. 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.

  5. 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 Scheduler when you need the same block on more than one team member or resource. Team Members and Resources use a different label: Bulk Block Time.

From the Scheduler

  1. Open Appointments.

  2. Select New.

  3. Select Bulk Blocked Time.

  4. Choose the team members and resources, the dates and times, then apply.

From Team Members or Resources

  1. Open Team Members or Resources.

  2. Open the settings menu.

  3. Select Bulk Block Time.

  4. Choose who or what to block, the dates and times, then apply.

For public holidays and longer closures, see Bulk Blocked Time.

Mobile Calendar View

Responsive design adjusts automatically:

  • The Scheduler 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 Calendar Zoom Level in the view menu

  • On a phone, tap a card to open it. The card menu is not available on phones. With Drag Lock on, touching and holding a card opens Tap & Drag Locked

Tips & Best Practices

Optimize your calendar:

  • Start with Week view for daily operations

  • Group by Team Members 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

What's Next?

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