Use the Calendar Board and Month Views

Audience: Vendor

When to use this

Use the calendar when you want a date-based view of bookings, blocked time, and staff availability.

Where to go

Open:

• /calendar

Main calendar modes

The calendar includes multiple ways to view the schedule, including:

• month-oriented date view
• board-oriented selected-day view

What the board view is for

Board view is meant for:

• selecting a day
• reviewing bookings for that day
• filtering by staff when needed
• taking quick actions on bookings

What the board view is not

It should not be treated as a full permanent multi-staff wall for very large teams. It is a selected-day operational view.

When to use board view

Use board view when you want:

• a clean card list for one day
• quick appointment actioning
• simple staff filtering

When to use the date/month calendar

Use the date-driven calendar when you want:

• a visual view of the month
• to pick a specific day
• to understand scheduling context across dates

Common issues

I do not see the selected date repeated on the board

That is intentional. The date is already visible in the calendar selection.

I have many staff members and the board feels crowded

Use staff filtering instead of trying to interpret too many people at once.

The board and appointments list feel different

They show the same operational data in different layouts.

Related articles

• create-an-appointment-manually.md
• block-time-on-the-calendar.md
• use-the-appointments-page.md