Quick Answer
What can you manage from the in-app calendar?
Open the Calendars module to view appointments, blocked time, and synced events. You can switch between Day, Week, and Month views, filter by users, calendars, groups, or event type, book appointments, block time, edit existing events, and add internal appointment notes.
Managing Your Schedule Inside BizStackPro
The in-app calendar brings appointments, blocked time, and synchronized calendar events together in one scheduling view.
Instead of moving between several tools to understand your availability, you can review the schedule, create appointments, block time, and manage existing bookings directly inside BizStackPro.
The calendar can also help teams compare schedules by displaying selected users, calendars, or calendar groups.
Filters and calendar-view options make it easier to focus on the part of the schedule that matters without displaying every event at the same time.
The in-app calendar is an operational view
Use it to manage appointments and availability. Use Calendar Settings when you need to change booking rules, calendar connections, forms, payments, notifications, or other configuration options.
In-App Calendar at a Glance
Before You Begin
Identify what you need to review or change before adjusting the calendar display.
- Confirm which user, calendar, or group you need to review.
- Decide whether you need to see appointments, blocked time, or both.
- Choose whether Day, Week, or Month view fits the task.
- Confirm the correct time zone before creating or blocking time.
- Identify the contact before manually booking an appointment.
- Prepare any internal information that should be added as an appointment note.
- Use Calendar Settings instead when the issue involves booking rules or availability configuration.
Step 1: Access the In-App Calendar
Open the Calendars module to review appointments and blocked time from one central scheduling area.
Open the Dashboard Menu
Use the main BizStackPro navigation menu.
Select Calendars
Open the Calendars module.
Review the Current Schedule
The calendar displays the events included by the current view and filter settings.
Confirm the Displayed Date
Check the selected date or date range before reviewing, creating, or changing events.
Step 2: Switch Between Calendar Views
Choose the calendar layout that provides the clearest view of the schedule you are managing.
Day View
Focus on one day when you need to review appointment spacing, blocked time, or a detailed daily schedule.
Week View
Compare several days when planning workload, reviewing team coverage, or looking for available appointment periods.
Month View
Review the broader schedule when you need to understand booking volume, upcoming events, or general availability.
Depending on the account view, additional quick-day or horizontal layouts may also be available.
Filter first when the calendar is crowded
When several users or calendars are displayed, narrow the selection before changing the Day, Week, or Month layout. This can make the schedule easier to read.
Step 3: Filter the Calendar View
Filters control which event types and schedules appear in the calendar.
Open the Event-Type Filter
Use the filter under All to choose which event types should appear.
Show Appointments
Select appointments when you want to focus on customer or contact bookings.
Show Blocked Time
Select blocked time when you need to review unavailable periods created inside the calendar.
Show Both Event Types
Display appointments and blocked time together when you need a complete operational view of availability.
Select Users
Choose one or more users when reviewing individual or team schedules.
Select Calendars
Choose the individual booking calendars that should appear.
Select Calendar Groups
Display groups when several related calendars should be reviewed together.
Use color and labels as visual cues
Calendar colors and labels can help distinguish users, calendars, groups, appointments, and blocked-time events in a combined view.
Review Event Details
The in-app calendar provides quick ways to inspect events without immediately changing them.
Hover Preview
Hover over an event when available to preview details such as the appointment time, event type, or owner.
Appointment Modal
Click an event to open the full appointment modal and review or update its details.
Review the contact, appointment time, assigned user, calendar, status, notes, and other available information before making changes.
Add an Appointment
Create a new appointment directly from the in-app calendar.
Select a Time Slot
Click the date and time where the appointment should be placed.
You can also use the New button when available.
Choose Book an Appointment
Select Book an Appointment from the available event options.
Select the Contact
Search for and select the contact connected to the appointment.
Select the Calendar
Choose the calendar that should manage the appointment.
Enter the Appointment Details
Review or complete the appointment date, time, assigned user, status, title, location, and other available information.
Select Book Appointment
Click Book Appointment to save the event.
Confirm the Calendar Event
Verify that the new appointment appears at the correct date and time.
Edit or Delete an Existing Appointment
Open an existing calendar event when you need to review or change the appointment.
Select the Appointment
Click the existing event in the calendar.
Review the Appointment Modal
Confirm that you opened the correct contact, calendar, date, and appointment.
Update the Appointment
Change the date, time, status, assigned user, location, or other available appointment details.
Save the Changes
Save the appointment and confirm that the calendar reflects the update.
Delete Only When Appropriate
Use the delete option when the appointment record should be removed rather than rescheduled, cancelled, or marked with another status.
Review notification effects before saving changes
Appointment changes may affect confirmations, reminders, cancellation notices, rescheduling messages, connected calendars, or automated follow-up.
Block Off Time
Add blocked time when a user or calendar should not accept appointments during a specific period.
Select the User or Calendar
Confirm which schedule should receive the blocked-time event.
Select the Date and Time
Click the starting time where availability should be blocked.
Choose Add Blocked Off Time
Select Add Blocked Off Time from the event options.
Enter the Reason
Add a clear internal description for the unavailable period.
Confirm the Time Zone
Verify that the blocked period uses the correct time zone.
Set the Time Period
Enter the correct start and end time for the blocked period.
Select Block Time
Click Block Time to save the event.
Confirm the Blocked Period
Review the calendar and confirm that the blocked time appears on the correct schedule.
Use Appointment Notes
Appointment notes provide internal context connected to a specific booking.
Open the Appointment
Click the appointment event to open its modal.
Open the Notes Tab
Select the Notes area inside the appointment.
Add the Internal Note
Enter information that helps the team prepare for or manage the appointment.
Save the Note
Save the entry so it remains connected to the appointment.
Review the Timestamp and Author
BizStackPro records timestamp and author information to help show when the note was added and who added it.
Common Appointment Note Types
User-Added Notes
Internal notes manually added by a team member.
Booker Additional Information
Information submitted by the person completing the booking form.
Synced Notes
Notes synchronized from supported Google or Outlook calendar integrations when applicable.
Keep internal notes useful and appropriate
Add information that helps manage or prepare for the appointment. Avoid unnecessary, unclear, or unrelated notes.
Where to Find Calendar Settings
Calendar Settings contains the configuration controls that affect the booking experience and calendar behavior.
From the Calendars Area
Use the settings icon in the Calendars module to open Calendar Settings.
From Account Settings
Go to Settings → Calendars for the full configuration area.
Calendar Settings can include availability, meeting details, forms, payments, notifications, external connections, groups, booking widgets, and other calendar-specific controls.
In-App Calendar Best Practices
Frequently Asked Questions
How do I access my calendar to view appointments and blocked time?
Can I filter my calendar view to show specific types of events?
How do I add an appointment to my calendar?
Where can I find and adjust Calendar Settings?
Continue Learning
Continue learning how to book appointments, manage blocked time, organize appointment records, and configure calendar behavior.
