Scheduling & Calendar
Manage collection site locations, daily columns, appointments, and day notes.
Locations
Locations represent your physical collection sites or lab branches. Each location has its own calendar, columns, and day notes.
Managing Locations
Open the location manager by clicking the gear icon on the dashboard home page, or go to Settings → Locations.
- Add — enter a name (e.g. “Louis Pasteur”, “Sandton Branch”) and click Add
- Rename — click the pencil icon next to a location
- Delete — click the trash icon (this also removes all columns for that location)
Your selected location is saved to local storage, so it persists across sessions on the same browser.
Columns
Columns subdivide a location's day view. Typical uses:
- Staff members (e.g. “Martha”, “James”)
- Rooms (e.g. “Room A”, “Room B”)
- Service types (e.g. “Walk-in”, “Appointments”)
Date-Specific Columns
Day View Calendar
The dashboard home page displays a calendar day view with 30-minute time slots from 07:00 to 18:30. Key features:
- Navigation— use the left/right arrows to move between days, or click “Today” to jump to the current date. The mini calendar on the right sidebar (desktop) allows jumping to any date.
- Column Headers— if columns are configured for the selected date + location, they appear as column headers in the grid. Otherwise, a single “All” column is shown.
- Appointments — shown in their assigned time slot and column. Completed appointments are shown in green, pending in blue.
- Real-time updates — the calendar uses WebSocket connections to receive real-time updates when other users create or modify appointments.
Creating Appointments
Click Add in the top bar to create a new appointment. Fill in:
| Field | Description |
|---|---|
| Title | Appointment title (e.g. patient name, consultation type) |
| Column | Which column to place the appointment in (if columns are configured) |
| Start Time | Start time in 30-minute increments (07:00–18:00) |
| End Time | End time in 30-minute increments |
Day Notes
Two types of notes are available for each day:
| Type | Visibility | Use Case |
|---|---|---|
| Org-wide Note | Visible at all locations | Public holidays, company announcements, lab closures |
| Location Note | Visible only at the selected location | Staff changes, room closures, special instructions for that site |
Click the note icon or the italic placeholder text to add or edit a note. Press Enter to save, Escape to cancel.