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Appointments Calendar Operations (Mobile)

Purpose​

Operate the appointments calendar with day/week/month views, manual slots, and operational filters.

Prerequisites​

  • Business registration is approved and workspace is active.
  • Your role has access to the feature module on the selected platform.

Step-by-step​

  1. Open Appointments tab and switch between Day, Week, and Month views based on planning range.
  2. Add manual entries with slot type set to busy, manual booking, break, or other when needed.
  3. Filter calendar by status and employee to isolate operational queues and staffing conflicts.
  4. Check occupancy indicator and time-off palm icon/count in the header before confirming changes.
  5. 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.

Common mistakes​

  • Using wrong manual slot type and confusing reporting totals.
  • Approving requests without checking leave indicator and occupancy state.
owner mobile appointments-calendar-operations screenshot

Shared mobile calendar operations for owner and manager roles.