Agenda

What is this module?

The Agenda module lets you view and manage the business's appointments in a calendar: create appointments, reschedule them, mark them as completed, cancel them, and block off times when the business is not open for appointments.

Who is it for?

For all system roles (see System roles). Each article details the specific behavior in its "Access by role" section. In general terms:

• The Individual user (with no professionals reporting to them) sees only their own agenda, with no professional selector or Overview.
• Manager and Assistant can view and manage (schedule, edit, reschedule, block time) the agenda of any professional in the business.
• Professional can only manage their own agenda. They can also view (without editing) the agenda of coworkers in their same sector, if the business has sectors configured; without sectors configured, they only see their own.
• The Assistant role does not have the action to register completed sessions, which is reserved for Manager and Professional.
• The Collisions and opportunities panel is an exception: it always shows information for the entire business, equally for all three roles.

Features

• The appointment calendar
• Scheduling an appointment
• Viewing, editing, and canceling an appointment
• Rescheduling an appointment (drag and drop)
• Registering a completed session
• Blocking time slots
• Overview (all professionals)
• Collisions and opportunities
• Print / export the agenda as PDF