Coming Soon: New Calendar Experience

Coming Soon: New Calendar Experience

Scheduled for Future Release

Notes
This feature is currently under development and scheduled for a future release. Functionality and screenshots are subject to change.

Overview

The Calendar experience in ICANotes+ has been redesigned to provide a cleaner interface, improved scheduling workflows, enhanced provider availability management, and better responsiveness across devices.

This update introduces flexible layout controls, improved appointment visibility, recurring scheduling enhancements, client time zone support, and expanded availability management features to help streamline appointment scheduling and calendar management.

Collapsible Left Pane

The left pane is no longer fixed on the screen. You can now collapse or expand the pane to create additional space for viewing appointments on the calendar.

Expanded left pane



Collapsed left pane


Appointment Details Displayed Directly on Calendar

Appointments now display important details directly on the plotted appointment, including the appointment name and duration.

This enhancement makes it easier to identify appointments without opening appointment details.


    Filter Count Indicator

    The Filters option now displays a numeric indicator showing how many filters are currently applied. This helps users quickly identify when filters are active.

    Collapsed Filters Pane: View the number of active filters directly from the collapsed Filters option.


    Expanded Filters Pane: Expand the Filters pane to view the selected filters.


      Cleaner Appointment Layout

      Appointments now appear with a cleaner and more modern layout on the calendar.

      The redesigned interface improves readability and makes the calendar easier to navigate.


        Availability Management Moved to Settings

        Provider availability management is now available within Settings.

        You can configure availability separately for different providers from a centralized location.



          Configure One-Time and Recurring Availability

          The calendar now supports both one-time and recurring availability configurations.

          This allows providers to define flexible schedules based on operational needs.

          One-time availability setup



          Recurring availability setup



          Block Availability for Other Commitments

          You can now block provider availability for meetings, breaks, holidays, or other commitments.

          Blocked time prevents scheduling during unavailable periods.


          Block availability setup



          Blocked availability entry on the calendar


          Switch Between Full Day and Business Hours View

          The calendar now allows switching between Full Day and Business Hours views.

          This helps users focus only on relevant scheduling hours when needed.





          Provider Availability Visible on Calendar

          Provider availability now appears directly on the calendar, making it easier to identify available time slots for the selected day.

          This visibility helps streamline self-scheduling workflows and appointment booking.


          Schedule Appointments in Client Time Zone

          You can now schedule appointments using the client’s time zone.

          Select the client time zone from the dropdown menu to view available slots based on the client’s local time.



          Recurring Appointment Indicator

          Recurring appointments now display a dedicated icon to help differentiate them from single appointments.

          This improves visibility when reviewing schedules.



            Recurring Group Appointments

            The calendar now supports scheduling recurring appointments for group appointments.

            This simplifies scheduling for recurring therapy or group sessions.


            Responsive Experience Across Devices

            The Self-Scheduling System (SSS) is now responsive across supported devices.

            Users can access and manage scheduling workflows more effectively on desktops, tablets, and mobile devices.



            Book Group Appointments Without Attached Group or Participants

            You can now create group appointments without attaching a group or participants during scheduling.

            This enhancement provides additional flexibility when scheduling group appointments.



              Default Calendar Setup for Practice and Provider Availability

              The calendar now supports default working days and availability configuration at both the Practice and Provider levels.

              This helps organizations quickly configure scheduling preferences during setup.

              Practice-level default calendar setup


              Provider-level default calenda setup


              Quick Calendar: Filter Appointments by Date Range

              The Quick Calendar now supports filtering appointments by a date range instead of a single date.

              This enhancement helps organizations review appointments more efficiently across multiple days, improving scheduling visibility and workflow management.




              Quick Calendar: New Columns Added

              The Quick Calendar now includes additional columns, including Note Status, Appointment Type, and Note Type.

              This enhancement helps organizations view appointment and documentation details more efficiently, reducing the need to open individual records for quick verification.




              Quick Calendar: View Chart Details

              Hover over a client name in the Quick Calendar to view chart details, as shown in the following screen.






              Summary

              The redesigned Calendar experience improves usability, scheduling flexibility, provider availability management, recurring scheduling workflows, and cross-device accessibility. These enhancements help streamline appointment management and improve the overall scheduling experience in ICANotes+.


              Need Help?

              For further assistance, contact:
              📞 Phone: 443-203-5857
              📱 Text: 866-301-0085
              📧 Emailticket@icanotes.com
              💬 Chathttps://app.icanotes.com



              Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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