TABLE OF CONTENTS

• Overview
• Scheduling Types in Calendar View
  • Meetings
  • Services
• Enabling or Disabling Scheduling Types
• How the View Changes
• Filters by Scheduling Type
  • Meetings View Filters
  • Services View Filters
• Additional Calendar Controls
• Tips
• Limitation: Third-Party Calendar Updates

Overview

The Calendar View is your central hub for managing appointments and bookings. It’s designed to adapt based on the type of scheduling you use — giving you a focused experience whether you’re handling meetings or service bookings.

Scheduling Types in Calendar View

Currently, there are two scheduling types available:

Meetings

• Best for sales calendars, personal booking, collective calendars, classes, or round robin scheduling.

• Includes all existing calendar types (personal, round robin, collective, class, service calendars v1, and service menu).

• Designed for anyone managing internal or client-facing meetings.

Services

• Purpose-built for service-based businesses.

• Supports advanced options such as variations, add-ons, multiple services and staff specific pricing.

• Helps manage bookings that involve staff, different service types, or multiple locations.

Enabling or Disabling Scheduling Types

• Scheduling types can be enabled or disabled from Agency Settings.

• If only one type is enabled, the Calendar View will automatically load that type, and the top dropdown will remain hidden.

• If both Meetings and Services are enabled, a dropdown menu appears at the top of Calendar View, allowing you to switch between them.

How the View Changes

When you select a scheduling type from the dropdown at the top of Calendar View:

• The layout and filters on the right panel automatically adjust to match the selected type.

• The events and blocked slots shown in the calendar are specific to that scheduling type only.

• This ensures you always see relevant information without cross-type clutter.

Filters by Scheduling Type

Meetings View Filters

• Users → Show calendars linked to specific users.

• Calendars → Toggle specific calendars (personal, round robin, collective, class, etc.).

• Groups → Filter events by calendar groups.

Services View Filters

• Staff → Show events by assigned staff members.

• Services → Display bookings tied to specific services.

• Categories → Narrow down results by service categories.

• Unified Service Booking View →

  • When enabled, each Service Booking appears as a single block on the calendar, with all its appointments grouped inside.

  • Note: Staff, Service, and Category filters won’t be available in this view since it displays all appointments together.

  • Location Filter becomes available — you can filter appointments based on the location where they were booked.

Additional Calendar Controls

• Month View Access: The mini month-view calendar is located under the main date. Click the date to expand it.

• Hide/Show Filters: Use the Manage View button (top-right) to hide the right filter panel for more space, or bring it back when needed.

Tips

• Enable Unified Service Booking View for a simpler overview of service bookings across staff and categories.

• Use location filtering in Services View to focus on bookings in a specific branch.

• Hide the right panel when presenting or reviewing busy calendars.

• Use the mini month-view to quickly navigate across dates.

Limitation: Third-Party Calendar Updates

In Services View, any changes made directly on third-party calendars (such as Google Calendar, Outlook, or iCal) will not be reflected inside HighLevel.

• To ensure your calendar stays accurate, all updates (rescheduling, cancellations, or edits) must be made within HighLevel.