Calendar Section in Client Profile

Calendar Section in Client Profile

The Calendar section in the Client Profile displays all scheduled client services and bookings in a calendar or list format.

Keywords: client calendar view, service booking calendar, client schedule management, care service calendar, client appointment scheduling, ad hoc service booking, client service timeline, care plan calendar view, external service scheduling, client booking management
The Calendar section allows users to view, manage, and generate a schedule of services for a client. It provides a visual overview of upcoming and past bookings, helping users quickly understand when services are scheduled and who is assigned.


Calendar Views
You can choose between two viewing formats:
  • Calendar View: Displays services in a calendar layout based on date and time.

  • List View: Displays services in a chronological list.

Each event shown in the calendar displays:
  1. Service name
  2. Frequency
  3. Start time
  4. End time
  5. Contractor name (if the service is delivered by an external provider)


View Filters

You can filter the calendar display by selecting the following options:
  1. Show Allocated Staff
  2. Show Bookings Linked to Time Logs
  3. Hide Cancelled Bookings

Generate Calendar
You can generate a downloadable version of the client’s calendar.
To generate the calendar:
  1. Click Generate Calendar.

  1. Select the orientation (Portrait or Landscape).
  2. Choose the start date and end date.
  3. Send the calendar to your email or download it as a PDF.

Create Ad Hoc Booking
You can create a one‑time booking directly from the calendar.
To create an ad‑hoc booking:
  1. Click + Create New Calendar Item.
  1. The Ad‑hoc Booking modal will open.
  2. Enter the required booking details and Save.

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