Calendar & Scheduling

The Senavida Calendar is your central hub for managing appointments, tracking your schedule, and syncing with external calendars.

Calendar views

View	Best For
Month	High-level overview of your schedule
Week	Planning weekly appointments (default on desktop)
Day	Detailed view of today’s sessions (default on mobile)
Agenda	List-style view of upcoming appointments

Switch between views using the buttons at the top of the calendar.

Calendar toolbar

Button	Action
My Calendars	Toggle visibility of Senavida and external calendars
Sync Calendars	Manually trigger a sync with connected calendars
Availability	Open your availability settings
No-Shows	View and manage no-show tracking
New Appointment	Create a new appointment

Creating appointments

Method 1: Click and drag

1. Click and drag across a time range on the calendar
2. The appointment dialog opens with times pre-filled
3. Fill in client, service, and other details

Method 2: New Appointment button

1. Click New Appointment in the toolbar
2. Select date, time, client, and service

Appointment fields

Field	Required	Description
Client	Yes	Select existing or add new inline
Service	No	Auto-sets duration and end time
Start Time	Yes	Appointment start
End Time	Yes	Auto-calculated from service, or set manually
Status	Yes	Scheduled, Completed, Cancelled, or No Show
Location	No	Office, Virtual, etc.
Notes	No	Additional details (max 1,000 characters)
Forms	No	Attach forms for the client
Video Platform	No	Google Meet, Microsoft Teams, or manual URL

Adding a client inline

If the client isn’t in your system yet:

1. Click + Add New Client in the client dropdown
2. Enter First Name and Last Name (required), plus optional Email and Phone
3. Click Add Client & Continue

Package sessions

If a client has an active service package, a badge shows remaining sessions. Check Use package to deduct a session.

Rescheduling

Drag to reschedule

1. Click and hold an appointment on the calendar
2. Drag it to the new date and time
3. Optionally add a reason for the reschedule
4. Click Confirm — the client is notified automatically

Resize to adjust duration

Drag the bottom edge of an appointment to extend or shorten it.

Appointment statuses

Status	Meaning
Scheduled	Initial status for new appointments
Pending	Awaiting client confirmation
Confirmed	Client has confirmed
Completed	Session finished
Cancelled	Cancelled by either party
Declined	Client declined
No Show	Client did not attend
Reschedule Requested	New time proposed

Viewing appointment details

Click any appointment to see:

• Client name and status
• Service name with color indicator
• Date, time, and duration
• Location and virtual meeting link
• Notes

Available actions: Delete, Reschedule, Start Session (within 2 hours of appointment time).

Calendar sync

Connecting external calendars

1. Go to Settings > Calendar
2. Choose Google, Microsoft, or Apple
3. Authorize the connection
4. Select which calendars to sync

How sync works

• Bidirectional — Senavida appointments appear on your external calendar and vice versa
• Prevents double-booking — external events block availability
• Manual sync — click Sync Calendars for immediate refresh

Color coding

Each service has a unique color for quick visual identification:

• Colors are configured in Profile > Services
• External calendar events use their own colors
• Cancelled appointments appear in gray at reduced opacity

SMS reminders

Set up automated appointment reminders in Settings > Business:

1. Enable SMS Appointment Reminders
2. Choose timing: 24 hours before and/or 1 hour before
3. Reminders are sent to clients with a phone number on file