Using the Calendar in ServiceProfessional¶

The ServiceProfessional Calendar gives shops a powerful, flexible way to manage appointments, view technician schedules, and allocate resources — all from a single interface.

Overview¶

The Calendar is accessible from the left navigation bar. It supports multiple views so shop managers can get both a high-level overview of the month and a detailed, day-by-day breakdown of each technician’s workload.

Calendar Views¶

ServiceProfessional offers two primary calendar views, switchable from the dropdown in the top toolbar:

Month View provides a full-month overview of all scheduled appointments. Each day cell displays appointment entries with the customer name and time. This view is ideal for spotting busy days, identifying gaps in the schedule, and planning ahead.

2-Week View narrows the focus to a rolling two-week window, making it easier to manage near-term bookings in more detail. Clicking any date in the 2-Week view opens a right-side panel showing all appointments for that day, grouped by type (e.g., Drop-Offs), along with each appointment’s time slot and status.

Tip: Use the view switcher in the top bar to toggle between Month and 2 Weeks at any time.

Managing Appointments¶

Viewing Appointment Details¶

Clicking on any appointment in the calendar opens a detail panel that includes:

Customer name
Appointment type (e.g., Drop Off, Waiting)
Status (e.g., Scheduled, Waiting)
Date, start time, and end time
Duration
Customer comments field

From this panel, you can save changes or click Save & Start Ticket to immediately begin the job and create a service ticket for the appointment.

Creating a New Appointment¶

To schedule a new appointment, click the + New Appointment button in the top-right area of the Calendar toolbar. This opens the New Appointment modal, where you can:

Search for the customer by name or phone number (or add a new customer)
Set the appointment type (Drop Off, Waiting, etc.)
Choose the date for the appointment
Set the start time and end time
Add any customer comments

When finished, click:

Schedule — to save the appointment to the calendar, or
Schedule & Start Ticket — to save the appointment and immediately open a new service ticket

Employee Scheduling¶

Employee Schedule View¶

In addition to the standard calendar grid, ServiceProfessional includes an Employee Schedule view that displays each technician’s day in a side-by-side column layout. To access it, click the grid/table icon in the top toolbar (to the right of the calendar icon).

In this view:

Each column represents one employee
Scheduled appointments appear as color-coded blocks within their assigned technician’s column
Time-off blocks are clearly marked (e.g., “Time Off”) within an employee’s column
Hours and booking summaries are shown at the top of each column

This view makes it easy for shop managers to see at a glance who is booked, who has availability, and who is unavailable.

The Unassigned Column¶

The leftmost column in the Employee Schedule view is labeled Unassigned. Any appointments that have been scheduled but not yet assigned to a specific technician will appear here. This serves as a queue for shop managers to distribute work to the appropriate staff.

Filtering by Technician¶

The All Techs dropdown in the top toolbar (visible in Employee Schedule view) allows managers to filter the schedule to show only specific technicians. This is useful in larger shops with many employees.

From the dropdown, you can:

Check or uncheck individual employees to show or hide their columns
Click On Schedule to instantly filter the view to only technicians who are working that day
Click Deselect All to clear all selections

Quick Reference¶

Feature	How to Access
Switch calendar view	View dropdown in the top toolbar (Month / 2 Weeks)
View appointment details	Click any appointment in the calendar
Create a new appointment	Click + New Appointment in the toolbar
Employee Schedule view	Click the grid icon in the top toolbar
Filter by technician	Click the All Techs dropdown
See only scheduled techs	Open All Techs → click On Schedule

For a visual walkthrough of these features, see the interactive demo: Calendar: Appointments & Scheduling Guide