- Help center
- Knowledge base
- Calendar and schedule
Manage your calendar display settings
Manage your calendar display settings
You can choose to refine your calendar view, filter appointments by team or location, or customize how much detail you can see. Learn how to adjust your calendar view as well as save and set the filters you use the most.
Adjust your calendar view
- Desktop
- Mobile
- From the main menu, go to Calendar.
- Click on the Calendar view to set how many days you want to see at once. Choose from the following views:
- Day:
View today’s appointments only. - 3 Days:
View today’s appointments and the next two days. - Week:
View the entire week’s appointments. - Month:
View the entire month’s appointments.
- Day:
- Click the date to select a specific date range or jump ahead by 1 to 12 weeks.
- Click on the Settings icon to update the following view settings:
- Calendar zoom:
Slide the scale to adjust your view. Select Small to display more appointments on your screen or Large to see fewer appointments with more details visible. - Quick actions:
Use the toggle to enable quick actions, allowing you to add appointments or blocked time by clicking on a calendar slot.
- Calendar zoom:
- Click Apply changes to save your settings.
- From the main menu, go to the Calendar icon.
- Tap on the date to open up the data range.
- Select a date range or choose the option to jump ahead by 1 to 8 weeks.
- Tap on the Calendar view icon to set how many days you want to see at once. Choose from the following views:
- Day:
View today's appointments only. - 3 Day:
View today's appointments and the next two days. - Week:
View the entire week's appointments.
- Day:
- Tap on the Calendar view icon and then select Personal calendar settings to update the following view settings:
- Calendar zoom:
Slide the scale to either view more appointments on your screen (Small) or fewer appointments with more details visible (Large). - Quick actions:
Use the toggle to enable quick actions allowing you to add appointments or blocked time by clicking on a calendar slot.
- Calendar zoom:
- Tap on Apply changes to save your settings.
When using the calendar, you can quickly return to today’s date by clicking the Calendar icon.
Apply filters to your calendar
Calendar filters are designed to help you save time while looking for appointments and resources.
- Desktop
- Mobile
- From the main menu, go to Calendar.
- If you have multiple locations, click on the Location filter to select the one you want to view.
- Click on the Team and resource filter to view your calendar by:
- Scheduled team:
Displays all team members scheduled to work on the selected dates. - All team:
Displays all team members assigned to the selected location, including those not scheduled to work on the selected dates. - All resources:
Displays all resources assigned to the selected location. - All team and resources:
Displays all team members and resources assigned to the selected location, including those not scheduled to work on the selected dates.
- Scheduled team:
- To view specific team members and resources together, click on the Team and resource filter and tick the checkboxes next to the team members and resources you want to see.
- Click Apply to filter and update your calendar view.
- From the main menu, go to the Calendar icon.
- Tap on the Team icon to open the Team and resources view.
- From this page, you can view your calendar by:
- Scheduled team:
Displays all team members scheduled to work on the selected dates. - All team:
Displays all team members assigned to the selected location, including those not scheduled to work on the selected dates. - All Resources:
Displays all resources assigned to the selected location. - All team and resources:
Displays all team members and resources assigned to the selected location, including those not scheduled to work on the selected dates.
- Scheduled team:
- To view specific team members and resources together, tap on the All Team and resource filter and check the box next to the Team members and Resources that you want to see.
- Tap on Apply to filter and update your calendar view.
FAQs
How can I see all my team members' availability for the week?
How do I access my profile settings from the calendar?
How do I know what calendar zoom settings to use?