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The Agenda is the first page in the sidebar and the page CalGest opens on. It shows your team’s appointments for a day, a week or a month. The heading names the period, with the week number and a short count, such as “12 appointments, 5 to go, 2 pending”. Click the heading to pick a date from a small calendar. Use the arrows to go back or forward and Today to come back to the current period.

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Views

The agenda remembers the view you picked. In the ⋯ menu (More options):
  • Density sets how much room each hour gets: Compact, Default or Spacious.
  • Open appointments directly opens the appointment form on a single click, instead of the preview.
  • Keyboard shortcuts lists the shortcuts below.

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Solo and Team

When more than one person takes appointments, the header has a Solo and Team switch.
  • Solo shows one person’s calendar. Pick the person in Showing. It starts on your own calendar if your login is linked to a team member. Appointments with nobody assigned show here too.
  • Team shows everyone. In Day, each person has a column, and appointments with nobody assigned get an Unassigned column. The chips above the calendar show how many appointments each person has in the period. Click them to show only some people, or Everyone to show all. In Week, each card names its team member.
A team member whose role only lets them see their own appointments always sees their own calendar. They also see appointments with nobody assigned, but can’t change them. If a period has more appointments than the calendar can load at once, the agenda says so instead of listing only some. In Month, each day then shows its total, and Open day opens it. Switching to Solo helps on a busy team.

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Filters

The chips above the calendar narrow what it shows:
  • Type: appointments that have that appointment type, alone or with others
  • Location: appointments at that location
  • Customer: one customer’s appointments
Clear filters removes them all. In Month, the day totals are hidden while a filter is on.

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Reading the calendar

  • Each card takes the colour of its first appointment type.
  • A pending booking has a dashed outline. Done appointments are faded. An appointment whose end time has passed counts as done unless you marked it otherwise.
  • When a card has room, a group session shows its places, such as 3/8, and a series session shows which session it is, such as 2/5.
  • Time outside the shown people’s working hours is hatched.
  • Time off, closures and public holidays are shaded. See Time off and closures and Public holidays.
  • If a team member connected Google Calendar, their busy time there shows as Busy (Google).

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Creating from the calendar

Click an empty slot to open the appointment form at that time, or drag across a range to fill in the start and end. New appointment, or N, opens the form at the current time. In Day in Team mode, the appointment goes to the person whose column you clicked. Two settings change this:
  • Ask for a title when dragging on the calendar, on the Account page, shows a title box on the calendar before the form opens. It only applies to the browser you set it in.
  • Ask appointment type on create, in Settings > General, asks for the appointment type before the form opens.
See Scheduling appointments for the form itself.

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Opening an appointment

Click an appointment to see its preview: time, status, services, customer, staff and location. Click the edit button in the preview, or double-click the card, to open the form. Right-click an appointment for a menu:
  • Edit Appointment
  • Confirm and Reject, for a pending booking
  • Mark no-show once the appointment has started, or Undo no-show
  • Status, to set Pending, Scheduled, Confirmed or Canceled
  • Links to the customer, the team members and the appointment types
  • Delete

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Moving and resizing

Drag an appointment to another time or day to move it. Drag its bottom edge to change how long it lasts. You need permission to update appointments.
  • If your conflict settings block double bookings or bookings outside working hours, a move that breaks them is refused and the agenda says why.
  • Moving an appointment into someone’s time off, or into a closure, works and shows a warning.
  • Moving an occurrence of a recurring appointment asks which occurrences to change.
  • A customer gets the appointment-updated message when the time changes, if that message is on. See Notifications.
In the mobile app, the Agenda tab shows the same appointments. Tapping an appointment opens it. To move or resize one, press and hold it, then drag. Recurring appointments can’t be moved there.