Appointments Calendar Operations (Owner Mobile)
Purpose
Run appointments calendar operations directly from Owner Mobile workspace with role-appropriate permissions.
Prerequisites
- Active OWNER profile is selected for the target business.
- Business registration is approved and module access is enabled.
- You have required data prepared for this workflow (staff, services, or policy settings).
Step-by-step
- Open Appointments tab and switch between Day, Week, and Month views based on planning range.
- Add manual entries with slot type set to busy, manual booking, break, or other when needed.
- Filter calendar by status and employee to isolate operational queues and staffing conflicts.
- Check occupancy indicator and time-off palm icon/count in the header before confirming changes.
- Open appointment details and apply approve, reject, or update actions with notes when required.
Decision points
- If occupancy is near limit, move low-priority manual blocks before accepting new requests.
- If employee is marked as on leave, reassign or reschedule instead of force-confirming slot usage.
Expected result
Calendar remains accurate across statuses, manual blocks, and employee availability signals. Owner role can complete this workflow end-to-end and continue to owner-only controls when needed.
Common mistakes
- Using wrong manual slot type and confusing reporting totals.
- Approving requests without checking leave indicator and occupancy state.
- Applying changes without confirming impact on currently scheduled appointments and staff assignments.
Owner mobile wrapper for shared appointment calendar operations.