Calendar
A month at a glance — results on past days, workload on future days, and a drill-down behind every date.
The Calendar shows your practice month as a grid you can read in seconds: what each past day produced, and what each future day holds. Use it to spot busy days ahead and to review how a day, a week or the whole month went.
Open Calendar from the sidebar.
Reading the grid
Each cell is one practice day (weeks start on Monday, times in your practice's timezone). What a cell shows depends on where it sits relative to today:
- Past days show results: revenue won that day, journeys won and lost, new leads, and how many leads were contacted.
- Future days show workload: appointments taking place and tasks due.
- Today (outlined) shows both.
Days with nothing recorded stay blank apart from the date, so the busy days stand out. Metric meanings:
| Metric | Counts |
|---|---|
| Revenue won | Deal value of journeys won that day |
| won / lost | Journeys closed as won or lost that day |
| leads | New patients created that day |
| contacted | Distinct patients reached by an outbound touch that day |
| appts | Appointments taking place that day (cancelled ones excluded) |
| tasks | Open tasks due that day |
The header sums the visible month — the same numbers with the same icons, so it doubles as a legend.
Moving around
Use the arrow buttons next to the month name to step between months. When you're viewing a different month, a Today button appears to jump back to the current one.
The grid stays live: as leads arrive, tasks complete and journeys close, the numbers refresh on their own.
Open a day's detail
Click any day to see everything behind its numbers.
The dialog leads with the day's headline stats, then lists each section — only the ones with content appear:
- New leads — each new patient with their lead source and arrival time.
- Contacts made — every outbound touch, with its channel.
- Appointments — every appointment with a status badge (Booked, Confirmed, Fulfilled, Cancelled, No-show, and so on).
- Journeys won / Journeys lost — closed journeys with their value.
- Tasks due — open tasks due that day.
Every row with a patient links straight to their record — click through to act on what you see.
Look at a range of days
To review more than one day at once, drag across the grid with the mouse, or click a day and then Shift-click another. The same dialog opens with the stats summed over the range and the lists merged in date order, each row labelled with its day.
A range can span up to 45 days, and each section in the dialog lists up to 200 rows — a note appears if anything was cut off. On a phone, the month renders as a tappable day list instead of a grid; tap a day to open its detail.