Help center > Scheduling > Calendar basics

Calendar basics

• Navigating views (day/week/month/agenda)
• Understanding appointment indicators
• Color-coding service types
• Calendar sync

Navigating views (day/week/month/agenda)

By default, your calendar will display a weekly view of your schedule. You can use the toggle on the top of the calendar to change between Daily, Weekly, Monthly or Agenda view.

Use the right and left arrows on the top right of the calendar to go forward and backward in time (next week, next day or next month depending on your selected view). You can use the Today button to bring you back to the current day.

If you have multiple clinicians in your practice, you can use the highlighted dropdown to filter through their calendars. You can also choose All clinicians from the dropdown to view appointments from all clinicians on your calendar. You will only see this dropdown if you have the appropriate user role.

Understanding appointment indicators

Scheduled appointments will appear filled in on your calendar according to the type of service. If you want to customize the fill color per service, follow the instructions under Color-coding service types.

If the appointment is a telehealth appointment, a small video camera icon will be present on the top right of the calendar event.

Canceled appointments will appear unfilled on your calendar with a yellow border around the event.

Late Canceled appointments will appear unfilled on your calendar with a red border around the event.

Color-coding service types

On the Settings > Services page, click on the service whose appointment color you'd like change. Choose from one of the color options.

Calendar sync

Practicepicnic offers two types of calendar sync:

• 2-way calendar sync for Google Calendar
• 1-way calendar subscription link for other calendars

Google Calendar Sync

On the Settings > Calendar Sync page, click the Connect Google Calendar button.

Then click Connect.

Select your Google account. Then click Allow on the next page.

That's it. Once connected, all of your Practicepicnic appointments and events will be synced automatically to your Google Calendar under a new "Practicepicnic" calendar. Calendar syncs may not happen immediately. Please wait up to 10 minutes for syncs to happen.

Notes

• Only events in your "primary" Google Calendar will be pulled to Practicepicnic's calendar.
• Appointments/events created on Practicepicnic will be visible on Google Calendar, but cannot be edited on there. You must edit those from Practicepicnic.
• Events created on Google Calendar will be visible on Practicepicnic, but cannot be edited on there. You must edit those on Google Calendar.

Calendar Subscription Link (One-way)

On the Settings > Calendar Sync page, click Get Subscription Link. If you're trying to sync with a Google Calendar, you should use the 2-way sync above. This option is for syncing with non-Google calendars.

Then, click on the third-party calendar you'd like to sync your Practicepicnic calendar with and follow the instructions under that tab.

The calendar sync is one-directional - appointments and events from Practicepicnic will appear on your third-party calendar, but not vice versa. For privacy reasons, only client initials are displayed on the third-party calendar rather than full names.

The calendar sync is also not instant. The third-party calendar is often the one that controls the sync frequency.