Skip to main content

Enchanced Appointments User Interface

Learn about the latest UI updates, including an improved dashboard, calendar and appointment booking, waitlist management, & refreshed look.

Shaney Thrasher avatar
Written by Shaney Thrasher
Updated this week

Overiew

πŸ”Ž In This Article


πŸ“‹ Dashboard & Navigation Updates

Click here to view Dashboard and Navigation changes

New Dashboard Layout

  • Cleaner, more modern look

  • Top Menu: Menu options consolidated under a new "More" dropdown

  • Calendar Navigation: Redesigned for faster access

New Calendar Date Picker

  • Now centered at the top-middle of the page

  • Easier to spot and adjust working dates

Previous User Interface:

New User Interface:


🧭 Filter & Calendar Enhancements

Click here to view Filter and Calendar changes

Relocated Staff/Room Filters

  • New Location: Moved from left navigation to above the appointment grid

  • Always Visible: Sticky placement helps keep filters accessible

Previous User Interface:

Current User Interface:


πŸ” Appointment Grid & Zoom Modes

Click here to view Appointment Grid and Zoom Mode changes

Full-Page Appointment Grid View

  • Expand the grid using the expand icon for a distraction-free view

  • No Pagination: Scroll horizontally to view all selected resources

  • Sticky Labels: Filters, resource names, and time labels stay in place during scroll

Calendar Zoom Levels

Adjust the view depending on your workload:

  • Small Mode (9 resources): Status bar + customer name

  • Medium Mode (7 resources): Adds icons, service name, PO number

  • Large Mode (5 resources): Up to 3 lines of appointment info

How to Adjust Zoom:

  1. Go to Appointments homepage

  2. Hover over the Zoom icon for tooltip

  3. Click and select your preferred zoom level in the slider modal


πŸ—“ Booking with the Make an Appointment Window (MAW)

Click here to view the new Make an Appointment Window

Faster Booking

  • MAW now slides out instead of opening in a pop-up

  • Minimizable Panel for multitasking

  • Quick "Reserve Time" option with recurrence toggle

Enhanced Design

  • Modern layout for readability and accessibility

  • Works seamlessly across desktop, tablet, and mobile

Better User Feedback

  • Real-time validation catches missing/invalid fields

  • Clear status (Paid/Unpaid) with a "Pay Now" button

  • Grouped notes with visual counters


πŸ“ Waitlist Enhancements

Click here to view Waitlist Enchancement changes

Updated Drop-Down Menu

  • Clear visibility of waitlisted customers

  • Priority tags (High / Medium / Low)

  • CTA button launches intuitive slide-out form

Slide-Out Entry Panel

  • Input: Customer, Service, Add-ons, Staff, Room, Group Size, Priority, Notes

  • Real-time search by customer name

  • Success toast confirmation

Edit & Delete Workflows

  • Edit: Opens slide-out form (Customer Name is read-only)

  • Delete: Confirmation modal prevents accidental removal

  • Priority: Editable anytime, default is Low (via Customer View)

List Table Enhancements

  • Pagination & adjustable rows per page

  • Column sorting

  • Mobile-responsive layout


πŸ” Overlapping Appointments (MAPTS)

Click here view Multiple Appointments Per Time Slot enhancements

  • View overlap as empty space to the right of the appointment card (not '+')

  • Click to open MAW in slide-out mode

  • If space is insufficient:

    • "X" indicator shows appointment count

    • Clicking it opens slide-out list of all appointments in the time slot

Group Appointment Visibility

  • New icon displays number of participants


πŸ”„ Recurring Appointment Maintenance

Click here to view Recurring Appointment Maintenance enhancements

Conflict Identification

  • Conflict Icon: Visible on card

  • Clicking opens slide-out:

    • Conflicts Tab: Dates & reasons

    • Details Tab: Edit and save options

Maintenance Page Redesign

  • Modern UI with per-page record control

  • Customer search & Active/Inactive filter

  • Sort by name, service, staff, start/end dates, etc.

  • Columns include:

    • Conflict, Status, Actions, Customer Name & Email, Staff Name

Editing & Deletion

  • Edit Icon: Opens off-canvas panel with recurrence options

  • Delete Icon: Opens confirmation modal before deletion


πŸ‘₯ Redesigned Pages

Click here to view redesigned pages: Customers, Reports, Settings

Customer Page

  • Search is now horizontal (no more alphabetical filter)

  • View creation date and account status

  • Export contacts to Microsoft Outlook

Reports Page

  • Cleaner layout

  • New report: Reservation Audit Trail Report added to left nav

Settings Page

  • Now located in top navigation (was top-right previously)

  • Refreshed layout for improved usability

  • Previous User Interface:

  • New User Interface:


πŸ“Œ Tips & Notes

  • πŸ” Tip: Use the zoom levels to tailor your daily workflow view

  • ⚠️ Note: Customer name is read-only in waitlist edits

  • πŸ’‘ Tip: Use priority flags to triage customer requests quickly

Did this answer your question?