Calendar

The Calendar is the practitioner's command center. It shows everything happening in your practice — follow-ups, consultations, active meal plan dates, and payment dues — in a single unified view.

Views

The calendar supports three views, switchable from the toggle in the top-right corner.

Day view

The day view is your morning starting point. It shows:

• Summary stats — total events, pending, overdue, and completed counts for the day
• Action Required — pending and overdue follow-ups with client name, type, time, and duration. Click any event to see a popover with inline actions.
• Completed — sessions already done today
• Coming Up sidebar (desktop) — preview of the next 3 days

A "+ New" button lets you schedule a follow-up directly from the calendar without navigating to a client profile.

Week view

A 7-column layout showing all events for the week. Each day column shows event cards with:

• Color-coded dot by event type
• Client first name
• Time (if scheduled) and type label
• Practitioner initials (when viewing "All Practitioners")
• Event count badge on each day header

On desktop (≥1280px), clicking a day header or event card opens the side panel with that day's events or event details. On smaller screens, clicking opens a floating popover.

Month view

A traditional calendar grid with event pills per day. Features:

• Up to 3 event pills per cell, with "+N more" overflow
• Meal plan date ranges highlighted as a subtle teal background band across the days
• Overdue events highlighted with a red background tint
• Selected day highlighted with a primary ring when the side panel is open
• Click any day to open the side panel (desktop) or drill down to day view (mobile)
• Click any event pill to see details in the side panel (desktop) or popover (mobile)

Side panel

On screens ≥1280px, clicking a day or event in the week/month view opens a side panel on the right — similar to Google Calendar and Outlook. The calendar grid and panel share a single unified container with a smooth width animation.

The panel has three states:

The panel stays open as you navigate between days using the ←→ arrows or [/] keyboard shortcuts. Press Esc to close.

Event types

The calendar shows six types of events, each color-coded:

Bookings on the calendar

When clients book appointments via the portal, they appear as calendar events:

• Color: Indigo (default) or the appointment type's configured color
• Label: "Client Name — Appointment Type" (e.g., "Priya — Follow-up")
• Time: Shows the booked time slot and duration
• Mode badge: In-person, Video, or Phone indicator
• Source badge: "Booked by client" to distinguish from practitioner-scheduled events

Booking actions

Click a booking event to open the popover/side panel with actions:

Filtering

Use the event type filter dropdown to show/hide bookings alongside other event types. Bookings are included in the "All" default view.

For full booking setup documentation, see Appointments & Booking.

Special days on the calendar

Special days appear as colored event cards showing the event title and affected clients. They integrate with the calendar in several ways:

• Org-wide events (Diwali, Christmas) show as "All clients" with the event emoji
• Per-client events show the client's name alongside the event title
• Multi-day events (vacations, travel) span across multiple days
• Blocked scheduling — dates with special days show a visual indicator when creating new follow-ups
• Legend entry — "Special Day" appears in the calendar legend with an amber dot

Click "🎉 Mark Special Day" in the calendar legend to create a new special day. You can also create them from any client's Follow-ups tab.

For the full Special Days feature documentation including templates, client-initiated events, and calorie adjustments, see Special Days.

Event popover

On smaller screens (below 1280px), clicking an event shows a floating popover with details and actions:

Header: Client name, event type, status badge, and scheduled time.

Body (contextual):

• Follow-ups: notes (if any)
• Consultations: mode (in-person/video/phone/chat), conducted by, duration
• Meal plans: plan title
• Payment dues: invoice amount

Actions (contextual):

• Pending follow-up: Start Visit, Reschedule (inline date+time picker), Skip, No-Show, Add to Google Calendar, Download .ics
• Completed: View Client
• Meal plan: Open Plan
• Payment due: View Invoice

All actions execute inline — no navigation away from the calendar.

Practitioner filter

For clinics with multiple dietitians, a dropdown in the calendar header lets you filter events by practitioner.

• Team members default to "My Schedule" — showing only their own clients' events
• Owners and admins default to "All Practitioners" — seeing the full practice schedule
• Switch between practitioners or "All" at any time

The filter works across all three views and affects the tRPC query directly — only matching events are fetched.

Quick scheduling

Schedule a follow-up directly from the calendar:

1. Click "+ New" in the day view (or next to the header in week/month views)
2. Search for a client by name
3. Select the type (Follow-up, Initial, Check-in, Plan Review)
4. Set a time (optional)
5. Click Schedule

The event appears immediately on the calendar.

Recurring follow-ups

When scheduling a follow-up (from the calendar or the client's Follow-ups tab), you can set a repeat frequency:

Set a "Repeat until" end date and MealStack generates all future instances automatically. Each instance is a separate follow-up that can be individually rescheduled, skipped, or completed.

Keyboard shortcuts

Calendar export

From the event popover, pending follow-ups can be exported to:

• Google Calendar — opens a pre-filled "Add Event" page
• .ics file — downloads a standard iCalendar file compatible with Apple Calendar, Outlook, and any RFC 5545 client