This article details how users can view and manage appointments in timeline view.


The functionalities used to manage appointments in Timeline View are the same as the Calendar View. Review the Calendar View knowledge article to learn how to manage sessions in Appointment Calendar View.


Follow the below steps to View and Manage Sessions in Timeline View:


  1. Click the Timeline View option under the Appointment Tab in the left navigation.
  2. Below are the functions available in the Timeline View:
    1. Navigation buttons: Use these buttons to move to the next or previous day/ week/ month.
    2. Timeline View: All the appointments for that day/ week/ month will be available per their background color. Users will be able to the appointments between providers/ patients and at different times within the same provider/ patient.
    3. Provider/ Patient filter: Use this filter to generate appointments by patient or provider in the timeline view.
    4. Include non-billable toggle: Turn on the toggle to include non-billable appointments to pop up.
    5. Settings Icon: Click this button to get more settings to customize the timeline view.
    6. Sync Icon: Use this button to sync your TherapyPMS calendar with Google Calendar.
    7. Filter Button: Use this button to get more filter options to refine appointment generation.

    8. Day/ Week/ Month Button: Use these buttons to view the timeline view by day or week or month.