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Calendar Overview

Stay on top of your schedule and never miss an appointment

Serene's calendar provides a comprehensive view of your therapy practice schedule, helping you manage upcoming sessions, track past appointments, and plan your availability. Whether you work independently or as part of a team, the calendar keeps everything organized in one place.

What You'll See​

Monthly Calendar View​

At the top of your calendar, you'll find a visual month view that displays:

  • Upcoming sessions marked on their scheduled dates
  • Time-off periods highlighted in a different color
  • Team bookings (if you're part of a team)
  • Available slots based on your booking configuration

Click on any date to see the full details of sessions scheduled for that day.

Upcoming Sessions​

Below the calendar, your upcoming appointments are organized and displayed with:

  • Client name and contact information
  • Session date and time
  • Service type (e.g., Initial Consultation, Follow-up Session)
  • Payment status (Paid, Unpaid, or Pending)
  • Session duration
  • Booking type (Individual or Team booking)

Time Filters​

Quickly filter your view to see sessions happening:

  • Today - Sessions scheduled for today
  • This Week - All sessions in the current week
  • This Month - Monthly overview
  • This Year - Year-long planning view

Booking Type Filters​

If you work with teams, you can filter to view:

  • All - Every session regardless of type
  • Team - Only sessions booked through team pages
  • Individual - Only sessions booked through your personal page

Key Features​

Refresh Calendar​

Use the refresh button (circular arrow icon) to sync your calendar with the latest bookings. This ensures you always see up-to-date information, especially after:

  • Creating new bookings
  • Modifying existing sessions
  • Receiving new client bookings

Quick Access to Session Details​

Click on any session card to:

  • View complete client information
  • See session notes
  • Check payment details
  • Join online sessions (if applicable)
  • Modify or reschedule appointments

Time-Off Conflicts​

When you add time off, the calendar automatically identifies any sessions that conflict with your scheduled break. These sessions are highlighted so you can:

  • Reschedule conflicting appointments
  • Contact clients about changes
  • Plan your availability accordingly

Past Sessions​

Scroll down to review your session history. Past sessions help you:

  • Track completed appointments
  • Review session notes
  • Monitor client attendance patterns
  • Analyze your practice activity

Understanding Session Cards​

Each session displayed on your calendar includes:

Client Information

  • Client name (or "New Client" for first-time appointments)
  • Badge indicating if they're a returning client

Session Details

  • Date and time of appointment
  • How far away the session is (e.g., "in 2 hours", "in 3 days")
  • Service name and duration

Payment Information

  • Payment status indicator
  • Amount paid (if applicable)

Quick Actions

  • Join session button (for online sessions)
  • Modify booking option
  • View client records

Integration with Booking System​

Your calendar automatically syncs with:

  • Your personal booking page - Individual client appointments
  • Team booking pages - Sessions booked through team calendars
  • Direct bookings - Appointments you create manually
  • Recurring sessions - Automatically scheduled repeat appointments
Stay Organized

Enable browser notifications to receive reminders about upcoming sessions. You can configure notification preferences in your account settings.

Best Practices​

Review Your Calendar Daily

  • Check your schedule each morning to prepare for the day
  • Verify that all sessions have up-to-date client information
  • Ensure payment statuses are correct

Plan Time Off in Advance

  • Add vacation days and breaks to prevent new bookings
  • Review conflicting sessions before finalizing time off
  • Communicate schedule changes to existing clients

Use Filters Effectively

  • Start with "Today" or "This Week" for immediate planning
  • Switch to "This Month" for broader scheduling
  • Use booking type filters if you manage both team and individual sessions

Keep Information Current

  • Refresh your calendar regularly throughout the day
  • Update session notes promptly after appointments
  • Mark payment status when clients pay

Common Scenarios​

Preparing for Your Day

  1. Open your calendar in the morning
  2. Filter to "Today" to see your schedule
  3. Review each session's client information
  4. Check that all necessary materials are ready

Planning Your Week

  1. Select "This Week" filter
  2. Identify any gaps in your schedule
  3. Review upcoming sessions for preparation needs
  4. Verify all clients have been sent reminders

Managing Team Schedules

  1. Use the "Team" filter to see team bookings
  2. Check which team members are assigned to sessions
  3. Coordinate coverage for conflicting appointments
  4. Review team availability

Next Steps​

Ready to master your calendar? Explore these guides:

Payment Notifications

If you use a self-managed payment setup, Serene cannot automatically verify payment completion. You'll see a notice reminding you to manually confirm payments with your clients.

Last updated on by Anurag Mandal