The Calendar tab displays any appointments, assessments, or other events linked to the applicant. You can edit appointment details and schedule future appointments for the applicant here.
Navigating the Calendar
The following options are available at the top of the calendar to navigate:
< and > icons – These can be used to move between days, weeks, or months, depending on the view you have chosen.
Today – Select this to return the calendar view to the current day.
Month/Week/Day – Here you can choose which unit to display on each page of the calendar.
Week List/Month List – Instead of a table view, these displays list all appointments within the current week or month.
Filtering the Calendar
The following searching and filtering options are available by default above the calendar. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:
Any – This will filter the list to records that contain at least one of the specified tags.
All – This will filter the list to records that contain every specified tag.
None – This will filter the list to records that do not have any of the specified tags.
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
Hovering over an appointment in the calendar will show the appointment name and time. Selecting the appointment will open the Appointment Preview window. From this window, you can also access the Appointment Summary page.
Adding a New Appointment
Selecting a day in the calendar will open a window where you can create a New Appointment for the applicant.