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Calendar

The Calendar shows every session laid out by time, so you can see your day or week at a glance, join an online session, and share session details with a client.

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What this does for you

  • See where your sessions fall across a day, week, month or year, rather than reading a list.
  • Spot free time before you offer a slot to a client.
  • Join an online session or send its link in two clicks.

Before you start

  • Sessions are booked. The Calendar shows bookings; it does not create availability. Set your working hours in Settings > Availability (see Quick Setup, step 4).
  • To add sessions, see the Bookings guide.

The Calendar page

Click Calendar in the left-hand menu.

Calendar in Week view, with a month calendar and upcoming sessions on the left and sessions placed on the weekly grid

The page has three parts.

Top bar

  • The date range you are looking at, with ‹ and › to move back or forward.
  • Today jumps back to the current date.
  • Day, Week, Month and Year switch the view.
  • Book Session opens the same booking window as on the Bookings page.

Left panel

  • A small month calendar. Click any date to jump to it. Use its arrows to change month.
  • Upcoming Sessions lists your next sessions with the client, service, length and start time, and a Join button for each.
  • The ‹ button on the panel's edge hides the panel to give the calendar more room.

The calendar itself shows each session as a coloured block at its time, with the service name and client.

Choose a view

ViewBest forWhat you see
DayPlanning todayOne day, hour by hour, with a count of sessions at the top
WeekYour working weekSeven days side by side, hour by hour. This is the view the page opens in
MonthSeeing how busy a month isEvery day of the month, each session as a short line with its start time
YearPicking a date far aheadTwelve small month calendars. Click a date to open it
Day view for a single day with one session shownMonth view with sessions listed on each day, including package sessions marked ReservedYear view with twelve small month calendars

In Week and Day view, scroll inside the grid to see earlier or later hours.

Open a session

Click any session block to see its details.

Session details window showing the service, client, Google Meet link, date and time, with Join Session, Cancel and Share buttons

The window shows:

  • The service and whether it is online or in person.
  • The client's name.
  • The Google Meet (Join) link for online sessions.
  • The date and time.

From here you can:

  • Click Join Session to open the online meeting.
  • Click Share to send the session details to the client.
  • Click Cancel to cancel the session. As on the Bookings page, the client is notified and this cannot be undone.

Close the window with ×.

Share session details with a client

  1. 1
    Open the session, or click Share on its block in Week view.
  2. 2
    Choose how to send it.
Share The Session Details window with WhatsApp, Email and Copy Details options
  • WhatsApp opens WhatsApp with the meeting link and details ready to send.
  • Email opens an email with the same details.
  • Copy Details copies them so you can paste them anywhere.

This is useful when a client says they cannot find their confirmation.

Reading the labels

  • A block marked Reserved is a planned session inside a package that has not been scheduled with the client yet. It appears on every date in the package's schedule.
  • Blocks for sessions that have already ended stay on the calendar, so you can look back at past weeks.

Check it worked

  1. 1
    Book a test session from Bookings.
  2. 2
    Open Calendar and go to that date with the small calendar on the left.
  3. 3
    Confirm the block appears at the right time, with the right client and service.
  4. 4
    Click it and check the meeting link is there.

Common problems

ProblemLikely causeFix
A session is not on the calendarYou are looking at a different week or monthClick the date in the small calendar, or use Today
A session block shows no client nameThe block is too narrow for the textClick the block to open its details, or switch to Day view
No meeting link in the session detailsThe session is in personOnly online sessions have a meeting link
The calendar looks crampedThe left panel is taking spaceClick ‹ on the panel's edge to hide it

What to set up next

  • Write up a session once it is done: see the Therapy Writing guide.
  • Track tasks for your clients: see the Follow Up guide.
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