When you log in to your SimplePractice account, the Calendar homepage is what you'll see first. You can customize your Calendar homepage view to quickly see your schedule. In this guide, we’ll cover:
- Customizing the Calendar homepage view
- Filtering your Calendar homepage view
- Calendar privacy display
- Color coding options
- Printing your schedule
- Troubleshooting missing appointments
Note: To learn how to schedule appointments on your calendar, see: Adding and managing appointments.
Customizing the calendar view
To customize your Calendar homepage, navigate to Settings > Calendar. Next to Calendar Display, choose the hours and days you want displayed on your calendar. You can choose to display the entire week, weekdays only, or Monday through Saturday.
Note: This setting is practice-wide for group practices.
Note: The calendar hours you set are fixed. This means you won't be able to scroll earlier or later than the times you have set. If you'd like to have more calendar access, expand your calendar hours.
Filtering your Calendar homepage view
There are ways to filter your Calendar homepage to be able to quickly find what you’re looking for.
In the top left, you use the left and right arrows to view previous and future dates. Clicking Today will bring you to today’s date.
By default, your Calendar homepage will display in a weekly view as indicated by the toggle at the top of your Calendar homepage. You can click Day or Month to change the view.
If you have more than one office location at Settings > My Practice > Locations, you can use the All Offices dropdown menu in the top right corner to view a specific office. If you’re in a group practice, you can use the All Clinicians dropdown menu to view a specific clinician.
Clicking Availability will bring you to your Availability calendar. See Managing your Availability for more details.
Calendar privacy display
You can enable privacy settings on your Calendar homepage to add another layer of security while working outside of your office or viewing your calendar in a public place.
Note: This is set for each clinician in group practices.
When your privacy settings are on, you won’t see the names of your 5 most recently viewed clients under Recently Viewed to the left of your Calendar homepage. The appointments on your calendar will display the clients' first and last initials only.
To enable this setting, click Privacy On to the left of your Calendar homepage.
When your privacy settings are off, you can see the full names of your five most recently viewed clients under Recently Viewed to the left of your Calendar homepage. The appointments on your calendar will also display your clients' full names.
To disable this privacy setting, click Privacy Off to the left of your Calendar homepage.
Color coding options
Your Calendar homepage uses different colors to show each appointment's status. These colors indicate whether an appointment is in the future, the past, canceled, a no-show, late-canceled, or an Other appointment.
Here’s a breakdown of what each color means:
The appointment is in the past
The appointment is in the future
The appointment is canceled
The appointment is late canceled or a no-show
The appointment is an Other event
Note: To learn how to change an appointment's status, see: How to change an appointment's status.
Printing your schedule
To print your schedule:
- Navigate to your Calendar homepage
- Adjust the Month, Week, or Day view depending on your needs
- If you're using a PC, hold down the Control + P keys to open the print window
- If you're using a Mac, hold down the Command + P keys to open the print window
- From the new window, adjust the settings as needed and click Print
Troubleshooting missing appointments
If you're no longer able to find your appointments on your calendar, you can try these steps to troubleshoot:
Filtering your calendar by clinician
To filter your calendar by clinician, navigate to your Calendar homepage and click All Clinicians. This allows you to see all appointments on the calendar, regardless of the clinician who’s seeing the client if you have multiple clinicians in your account.
Changing your calendar filter to show all offices
To filter your calendar by office location, navigate to your Calendar homepage and click All Offices. This allows you to see all appointments on your calendar if you have multiple office locations.
Checking Account Activity
The Account Activity log allows you to see any changes made in your account. You can access the Account Activity log by clicking Account Activity on the left navigation panel on your Calendar homepage.
Note: Account Owners and Practice Managers have access to view all Account Activity. Other team members can only view their own activity. To learn more about Account Activity, see: Account Activity: Tracking changes and information access in your account.