Reading the month view

The month view is the planning lens: not for running today, but for seeing the shape of the weeks ahead.

Getting there

On the Calendar, choose Month from the Day, Week, Month switcher in the toolbar. The arrows then step a whole month at a time, and Today jumps back to the current date, which is highlighted with a filled circle.

What each day shows

• A count badge in the corner shows the number of displayed entries, including blocks. Treatments in one visit with the same start are grouped; treatments with different start times remain separate entries.
• Up to four compact entries, each with a start time and the patient's surname (or the block's title). If Hide patient names is on, names are hidden here too.
• Patient bookings use their appointment-type or treatment-category tint. Completed bookings are grey, and no-shows are hatched with a red No show label. Press Key in the toolbar to see what the colours and marks mean. Blocks keep the colour you gave them.
• A visit with more than one treatment in the same time shows as one entry with a small number (for example 2) on its right.
• A +2 more style line when the day holds more than fits.

Cancelled appointments are not shown in month view, and days outside the current month are dimmed.

Drilling in

Click any day and you land on that day's full diary view, where you can open appointments, add new ones and manage the day properly. The month view itself is read-only by design; the detail lives in the day and week views.

Using it well

• Scan the count badges to spot half-empty weeks early, while there is still time to promote them or line up waitlist patients.
• Check next month before agreeing to time off, so you see what is already booked around it.