Calendar View
The Calendar View is the scheduling command center for administrators and managers. It provides a visual, calendar-based representation of your business bookings, enabling you to track shifts, monitor staff workloads, and manage customer appointments in real time.
ℹ Quick Overview: The Calendar provides a comprehensive, color-coded monthly calendar grid that lets you drill down into individual appointment fields with a single click.
Step 1 — Access the Calendar Screen
To view your booking timeline, log into your WordPress admin panel and navigate to:
BookWellNow → CalendarThis screen is designed to be lightweight and fast-loading, adapting smoothly to tablet and desktop viewports.
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Step 2 — Monthly Navigation & Grid Flow
The default Monthly Calendar Grid displays all approved, pending, and scheduled appointments on their respective dates. Each calendar cell shows a compact summary containing the customer name, appointment time, and the booked service.
- Previous/Next Month: Use the navigation arrow icons at the top left of the grid to flip between months.
- Back to Today: Click the “Today” button to instantly snap back to the current active date.
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💡 Pro Tip: Click the date number in any calendar cell to instantly switch to the **Day Preview timeline** in the Dashboard for a closer look at hourly slot allocations.
Step 3 — Filter Appointments by Staff
If you run a business with multiple employees, you can filter the calendar to display shifts for a single team member or view bookings across the entire company. Use the **Staff Filter dropdown** in the top-right corner to toggle views instantly.
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Step 4 — View Detailed Appointment Popups
Click on any appointment block within the monthly grid to open the secure **Appointment Details Popup**. This popup compiles all booking logs dynamically from your database:
| Field Category | Information Displayed | Example Log |
|---|---|---|
| Appointment Info | Booking ID, Service Name, Duration, Price | #8402 | Premium Hair Cut (45 min) |
| Customer Data | Full Name, Primary Email, Contact Number | John Doe (john@example.com | +1 555-0199) |
| Staff Assignment | Assigned Employee, Scheduled Time Slot | Jane Smith | May 29, 2026 @ 2:30 PM |
| Booking Status | Transaction Status & Approval Stage | Approved | Paid via Stripe |
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⚠ Warning: Deleting a customer or staff member from BookWellNow settings may trigger outstanding balance conflicts inside active calendar records. Ensure all past appointments are archived before removing core nodes.