Providers View
What you'll learn: How to use the providers view to see schedules side by side, compare availability, and book appointments efficiently.
What is Providers View?
The providers view shows your team's schedules in columns:
- Each provider has their own column
- Time slots run vertically
- You can see everyone's availability at once
- Perfect for finding open slots across your team
Switching to Providers View
- Look for the view toggle at the top of the calendar
- Click the Providers button (grid icon)
- The calendar switches to show provider columns
To switch back:
- Click the Month button (calendar icon)
Understanding the Layout
Provider Columns
Each column represents one provider:
- Provider's name appears at the top
- Their events show in their column
- Empty spaces indicate available time
Time Slots
The vertical axis shows time:
- Hours of the day are labeled
- Time slots can be clicked to add events
- Booked times show the event details
Date Navigation
At the top of the view:
- See the currently displayed date
- Use arrows to move forward or back
- Select specific dates as needed
Viewing a Single Provider
To focus on one provider:
- Use the provider filter dropdown
- Select the provider's name
- Only their schedule appears
To see all providers again:
- Select "All Providers" from the dropdown
Booking from Providers View
To add an appointment:
- Find an open time slot in a provider's column
- Click the slot
- The add event form opens
- The date and time are pre-filled
- Complete the form and save
Seeing Appointment Details
To view an existing appointment:
- Click on the event in the provider's column
- The event detail panel opens
- See full information, edit, or cancel
Time Blocks
Blocked time appears distinctly:
- Shows as unavailable periods
- May display the block reason
- Click to edit or remove the block (if you created it)
Advantages of Providers View
Compare availability — See all providers' openings at once.
Efficient booking — Click directly on available slots.
Team coordination — Understand who's busy when.
Visual clarity — Side-by-side layout makes scheduling easier.
Tips for Using Providers View
Filter strategically — If you know which provider the patient wants, filter to just them.
Scroll through the day — Check different time periods for availability.
Use for walk-ins — Quickly find who can see a patient who just arrived.
Block time proactively — Use the "Block Time" button to mark personal time or breaks.
Next: Adding Appointments Manually | Previous: Month View