Calendar Days

Purpose. Calendar Days define when appointment related activity can occur (e.g. working days for booking). Each record is a container that can later have one or more Calendar Sessions assigned to specify available time blocks.

Core components. A Calendar Day stores a name, description and flags that control whether it can be used for Appointments plus the valid weekdays. After saving, you can assign Calendar Sessions beneath it.

Typical actions.

  • Create a Calendar Day for a new service or location you want to make bookable.
  • Enable or disable appointment usage to quickly include/exclude a day from requests.
  • Select weekdays that appointments may be booked (e.g. Mon–Fri only).
  • Assign Calendar Sessions to define hourly availability once the header is saved.
  • Adjust description to clarify booking purpose for administrators.

Outcomes & value. Clear Calendar Day definitions make downstream session assignment and booking rules predictable, reduce scheduling errors, and simplify maintenance of working vs non-working days.

Settings > SLA Settings > Calendar Days or
Settings > Appointments & Visits > Calendar Days

The link will open the Calendar Days grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Calendar Day click New , to edit an existing Calendar Day click Edit . A pop up window will appear which will allow the creation or amendment of a Calendar Day.

ClosedClick to view - Calender Days Fields and Descriptions

Field Name Description
Name The name of the Calendar Day.
Description The description of the Calendar Day.
Use for Appointments

Available from 5.5.0.0

Check-box to enable/disable the use of this Calendar Day for Appointment Requests.

Appointment Week Days

Available from 5.5.0.0

Multi-select drop down to select the days of the week that Appointments can be booked on.

If the 'Use for Appointment' check-box is unchecked the Appointment Week Days drop down is disabled and read-only.

Complete the fields and click Save . Once the Calendar Days header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

  • Calendar Sessions

Calendar Sessions Sub Navigation

Once a Calendar Day has been created Calendar Sessions can be assigned to it.

Settings > Service Level Agreements > Calender Days

The link will open the Calendar Days / Calendar Sessions grid. It is a grid view that can be customised and sorted as normal.

To assign Calendar Sessions click Assign , entities in the right hand assignment window are connected.

To create Calendar Sessions see Calender Sessions