Find your way around the calendar

The calendar is where the clinic lives all day, so it's worth knowing what every color, shade and badge means before the first busy morning.

What the calendar shows

The calendar is the Appointments page, and for most of the clinic it's where the day happens: booking, checking patients in, moving things around and seeing what's next. It shows one location at a time, with a column for each practitioner you've chosen to see. Each practitioner's working hours and breaks appear as shading, their unavailable blocks as labeled blocks, and a clinic closure as Closed across every column for that day. Appointments sit on top, colored by appointment type.

The Day view for Riverside Physiotherapy with three practitioner columns, shaded working hours, a lunch break block and a morning of appointments.

Choose the location from the list at the top if your clinic has more than one, and check the practitioners you want columns for; All practitioners brings everyone back. Users whose Location access is their own location only see that location and can't switch.

Day, Week and Now

• Day is the working view: one column per practitioner, the hours your clinic set as visible, and every appointment and block drawn to its length. Booking, dragging and resizing all happen here.
• Week is for planning ahead. With several practitioners showing, it's a table with a row for each of them and a cell for each day: how many are booked, how much time is still free and when the next free time starts. Select a cell and that practitioner's day opens beside the table as a list of bookings, free gaps (each with Book) and blocks, with Open day view to jump to it. With one practitioner chosen, Week shows their seven days side by side as a time grid. Show Weekends adds the weekend days back; they're hidden by default because the clinic's business weekends are treated as non-working days.
• Now is a live list of today rather than a grid. It groups today's appointments by what's happening: Overdue (past the start time and nobody has checked them in), No show, Arrived — waiting, In session, Up next, Upcoming, then Scheduled. Reception can run the waiting room from this view without hunting across columns.

The arrows step a day or a week at a time. Selecting an empty time in Day view starts a new appointment at that time; selecting an appointment opens it.

Reading an appointment card

A card shows the time, the patient and the appointment type, and carries a status: Scheduled, Arrived, No Show, Canceled or Completed. An arrived card also shows the arrival time and how long the patient has been waiting; a canceled one keeps its place on the calendar, grayed, with the reason if one was given. A telehealth appointment is marked as such, and a group appointment shows how many of its places are filled, for example 4/6. Once anyone changes a status, every open calendar in the clinic updates within moments.

Updating the status as the day goes on is what keeps the rest of ClinyPal honest: the dashboard, the uninvoiced and note reports, no-show fees and automatic recalls all read from it. See Update an appointment's status.

The today panel

From any page in ClinyPal you can open the today panel for a quick look at the day without leaving a patient's record. A practitioner sees Your day: how many visits are booked, done and to go, the one happening now and the next, the rest of the day, free time, and notes still to finish. Reception and managers see the clinic's day instead: who's late and not here yet, who's waiting, who's arriving soon, visits still to be paid for and today's online bookings, with Arrived and No-show on the late ones so check-in can happen right there. Someone who treats patients and can also see the clinic switches between Your day and Whole clinic. A telehealth visit in your own day has a Join call button.

The today panel open over a patient record, showing Your day with 7 booked and 7 to go, and the next visit.

Where each task lives