How to customize your calendar view in ClinicSense

Getting familiar with your Calendar will help you quickly view appointments and personal time. There are two ways of displaying the information on your calendar:

Week View

To switch to the Week View:

  1. Click on the Options button at the top right of the Calendar
  2. Select Switch to Week View

    Screenshot_2022-11-23_at_3.11.23_p.m..png

The Week View will display a broad overview of your week's appointments and personal time as well as allow you to make changes to your schedule: 

A.png

 

  • (A) Today button: Use this button to navigate back to the week that includes today's date
  • (B) Practitioner dropdown: Using this dropdown, you can switch to a different practitioner to view their weekly schedule
  • (C) Week Navigation: Use the left or right arrows to move to the previous or next week. Selecting the calendar icon will allow you to move to the week of the date you select
  • (D) Day Settings: Clicking on the dropdown under a specific date will allow you to:
    • Choose if you are working that date or not
    • Select your start and end times for that given day

      Screenshot_2022-11-24_at_2.48.15_p.m..png

  • (E) Calendar Options: Clicking on this dropdown will allow you to:
    • Switch to Day View
    • Print (or download) the displayed week's schedule as a PDF
    • Zoom in or out of the calendar view
    • Link your personal calendar

      Screenshot_2022-11-24_at_2.51.44_p.m..png

 

Day View

To switch to the Day View:

  1. Click on the Options button at the top right of the Calendar
  2. Select Switch to Day View

    Screenshot_2022-11-24_at_9.07.35_a.m..png

The day view will give you a breakdown of your appointments and personal time for the day as well as allow you to make changes to your schedule:

 

A__1_.png

 

  • (A) Today button: Use this button to navigate back to the week that includes today's date
  • (B) Date Navigation: Use the left or right arrows to move to the previous or the next day. Selecting the calendar icon will allow you to move to a specific date
  • (C) Day Settings: Clicking on the dropdown under a practitioner will allow you to:
    • Choose if you are working that date or not
    • Select your start and end times for that given day

      Screenshot_2022-11-24_at_2.48.15_p.m..png

  • (D) Calendar Options: Clicking on this dropdown will allow you to:
    • Switch to the Week View
    • Print (or download) the displayed date's schedule as a PDF
    • Hide (or show) practitioners that are not working on that date
    • Zoom in or out of the calendar view
    • Link your personal calendar

      Screenshot_2022-11-24_at_3.19.58_p.m..png

 

Note: If you notice that your calendar is not displaying all appointment information such as the service or time of the appointment, it could be because you are zoomed too far out. You can zoom in to your calendar to view a larger breakdown of each appointment which will show all appointment information.

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