This article explains how you can view your scheduled sessions in a calendar form.


The Calendar View represents scheduled sessions in a visual and user-friendly calendar format. It allows users to manage, edit, and customize appointments efficiently. You can streamline your workflow with flexible, robust features and an intuitive interface. 


To get started with managing your appointments, follow these steps:

  • Navigate to the Appointment tab on your screen's left side. Within the Appointment tab, select the Calendar View option.


How Does Calendar View Function? 


A. Calendar Display: 


TherapyPM has three different display views from which to choose. 

  • You can choose between day, week, or month.
  • Navigate to the previous day, week, or month using the '<' or '>' buttons on the left side of the screen.
  • To view the previous year, click on '<<' or '>>'
Please note that the week view is the default option.

Daily View




Weekly View



Monthly View



B. Availablity: 

You can check the provider's availability and schedule a meeting. 

  • Switch on the "Availability" toggle and select the provider(s) from the list to view their availability in the calendar view.
  • Click on your desired timing within the table, enter the details of the appointment, and click on "Add Appointments." 
You can also schedule an appointment by clicking on the empty place under a particular day in the calendar. 


C. Show Weekend: 

In the Weekly View, you can view the days from Monday to Friday by default. Toggling ON the "Show Weekend" will display Saturdays and Sundays as well. 




D. Include Non-Billable: 

     You can include or exclude non-billable sessions from the calendar. 

  • Switch on the "Include Non-Billable"  toggle to include the non-billable session(s) from the calendar view.
  • Switch off the "Include Non-Billable" toggle to exclude the session(s) from the calendar view.


E. Edit Appointment: 


    You can edit appointment details by following these steps: 

  • Click on the appointment that you wish to edit. An Edit Appointment screen will pop up. 
  • Make the necessary changes. 
  • Click on the "Save Changes" button finally.  
  • If you need to know the details of the session, locate the appointment and click on the info button (i) to get a preview.   


  1. Action Button: 
    • Add Session Notes: Click this option to add a session note.
    • View Notes: Click this option to view the added session note.
    • Copy Notes: Click this option to make a copy of an existing session note.
    • Sticky Notes: Use this option to add a sticky note to the session.
    • Add Session Break: Click this option to add session break(s).
    • Additional Provider(s): Use this option to add more providers to the session.
  2. Patient Arrival: Click this option to engage the patient arrival function.
  3. Start/End Session: Click this toggle to use the Start/End Session function.
  4. Delete Appointment: Click the icon to delete the session.

F. Filter:

    You can apply advanced filters to view specific appointments. 


Click on the "Filter" icon and choose any one of the options:

  • Date
  • Treatment Type
  • Region
  • Patient(s)
  • Provider(s) 
  • Place of service
  • Service 
  • Status
Note: Date Range is required. You can select the additional filters only after selecting the date range! 



 G.  Background color setting: 

       You can customize your calendar by clicking on the "gear icon". Follow the steps below: 

  • Customize the appointments by provider or service. 
  • Choose whether you want to display the provider's first and last initials, the client's first and last initials, or both in each appointment.
  • Choose between three different layout types:
    1. Normal Grid View: The appointments will appear without time divisions.
    2. Time Grid View: Time divisions will appear and the appointments will have a background color, irrespective of their status. 
    3. Time Grid Rendered View: It is similar to 'Time Grid View' but the appointments are color-coded based on their status. For Month View, this is the only applicable option.
  • Show As Default: 
    1. Select if you want to Show Weekend or Include Non-billable in the Calendar View. 
  • Default Providers: 
    1. Click the drop-down box and choose the default provider(s) for future sessions.



H. Calendar Sync: 

     You can sync the TherapyPM calendar with your Google Calendar:

  • Click on the Google Calendar icon.
  • Choose the Provider Name and the date range.
  • Click on Sync to Google Calendar.
  • If you want to reset the synced calendar, click on the Reset Google Calendar button.


I. Print Calendar: 

    Download a PDF version of the Calendar with this option.




Video Walkthrough

For a live demonstration of Appointment Calendar View watch the below video