Appointments: the Week view
The Week view shows a whole week of appointments as a calendar — seven days across, times down the side, every line of the location at once. Use it to see how busy the week is and to find a free gap.
Opening it
- Open Appointments in the sidebar.
- Choose Week beside Day at the start of the control row. The page remembers your choice for next time. A link that says Day or Week always wins over what was remembered, so a link can carry the view.
- Use the arrows to go to the Previous week or Next week. This week brings you back to today. The week’s dates are written beside the arrows. The small ⓘ states which time zone the times are in.
Reading the week
- Each column is one day. The column for today is marked, and each day heading shows the day and how many appointments it has.
- Each appointment sits at its time and is as tall as its length. It shows the visitor’s first name, and the person they asked for if there is one.
- Each line has its own colour. The legend under the controls, headed Lines, lists them, and the same colour is used everywhere on the page.
- Times a line is closed are shaded Closed, and a day it is closed all day says Closed all day.
- A time with one appointment shows that appointment. A time with several shows how many — “3 appointments” — instead of a pile of boxes. Press it and a drawer opens at the side, headed with the day and time, listing every appointment then in time order. Press one in the list to see its details.
- Small marks show a visitor who has checked in, a no-show, a cancelled appointment, and “Not told — call them”, for a visitor turnda could not reach by message.
- An empty week says “No appointments this week — Nobody has an appointment on these days yet.” with New appointment.
You can move around with the arrow keys. A week shows up to 500 appointments; beyond that the page says “This week has more than 500 appointments, so only the earliest are shown. Pick one line to see the rest.”
Closed days and staff away
Beside the week there is a switch, Show closed days and leave. Off, the week shows only appointments. On, it also marks the days and people that cannot take an appointment, so you can see why a day is empty. It remembers your choice on this device.
| You see | It means |
|---|---|
| Amber hatching, labelled Closed | The location or line is closed then. A day closed all day says Closed all day. |
| Blue, labelled Special hours | That day has other opening hours than usual. |
| Green stripe, labelled Leave | Someone is away. A day with one person away names them — “Maya — leave”. With several it says “2 on leave”. Press it to open a drawer headed “Leave” and the day. |
What the colours mean is printed under the week as a key. A colour always comes with a word, so it can be read without telling colours apart. The same three colours are used on the team calendar and on My calendar.
One line, or all
Show one line narrows the week to a single line. Its first choices are All lines. If you manage more than one location it also offers All locations, and then lists every line under its location; each appointment is shown on its own location’s clock, and the page says when the locations are in different time zones.
The side panel
Click an appointment and a panel opens at the side with the visitor’s name, the date and time, then:
| Row | What it shows |
|---|---|
| Line / Location | Which line the appointment is on, and which location when you are looking at all of them. |
| With | The person they asked for, if any. |
| Service | What they booked. |
| Note | What the visitor wrote when they booked. |
| Contact | A hidden version of their phone or email. Press Show contact to read it and Hide contact to cover it again. |
| Status | Booked, checked in, no-show or cancelled. |
| History | When the appointment was last changed — “Last changed 12 Oct, 14:05”. |
For an appointment that is still booked, the panel has big action tiles under the details. There are no hidden menus.
| Tile | What happens |
|---|---|
| Check in | Checks the visitor in so they join the line. Shown only on the appointment’s own day. |
| Edit details | Opens the same window as the Day list, to change the name, service or note. |
| Change date or time | Opens the same window as the Day list. It shows free times and tells the visitor about the move. |
| Remind | Sends the visitor a reminder. Greyed out, with the reason on hover, when the visitor cannot be reached. |
| Cancel | Cancels the appointment after you confirm. |
Week or Day?
| Use | When |
|---|---|
| Week | Planning: seeing how full the week is, finding a gap, spotting a line that is empty. |
| Day | Working: the list for today, with the same actions in rows, and a place to check people in as they arrive. See Taking an appointment. |
What only the Day list shows
Two helpers live on the Day list, not on the Week view. Switch to Day to use them.
| On the Day list | What it means |
|---|---|
| Higher no-show risk | Marks an appointment less likely to turn up, judged only from this line's own history and how far ahead it was booked. With too little history it marks nothing. A one-tap reminder is offered beside it when the visitor can be reminded. |
| Booked for a time you're now closed | Lists appointments booked for a time the line is now closed. Check-in will refuse them and nobody has been told. Change the date or time, or reopen the hours in line settings. |
Related: Taking an appointment · Managing an appointment (your visitors) · How appointments are called