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Navigating the Calendar

Your Healthera calendar is the home base for managing appointments viewing what's booked, jumping between weeks, filtering by status or service type, and finding any bookings that need action.

Written by Jade

Before you start

The calendar has three main views, each with its own purpose:

  • Week — the default view. Shows a full week at a glance with appointments listed for the selected day.

  • Agenda — focuses on a single day's appointments in a clean list.

  • Action Required — surfaces any appointments with outstanding actions left to complete (e.g. outcome not yet recorded).

You can also filter any view by appointment status or service type to narrow things down further.


Opening your calendar


Working with the Week view

Select a day

Click any day at the top of the calendar (e.g. "Mon") to view that day's appointments below. The selected day is highlighted, and the Today chip shows you which day is today.

Move between weeks

Use the < and > arrows in the top right of the calendar to move backwards or forwards a week at a time. The date range to the left of the arrows shows which week you're currently viewing.

Click Today to jump straight back to the current week.


Filtering appointments

Filter by status

Click into the Status box next to the search bar. A list will appear with the available statuses:

  • Booked

  • Cancelled

  • Attended

  • Not Attended

Click any status to apply the filter — for example, "Booked" will show only booked appointments. Click the same status again to remove the filter, or click Clear selection at the top of the list to reset everything.

Filter by service

Click into the Service box (to the right of the Status filter). A list will appear showing every service your pharmacy offers — "Blood Pressure Checks", "Covid testing", "Pharmacy First (England)", and so on.

Click on a service to filter by it. Click the same service again to deselect it, or use Clear selection to reset.

To close the filter list once you're done, click anywhere outside the list.

💡 Tip: You can combine filters — for example, "Booked" status + "Covid testing" service — to quickly find a specific subset of appointments.


Switching to Agenda view

To see all of a single day's appointments in a clean list, click Agenda at the top of the calendar.

The Agenda view is useful when you want to focus on what's coming up today without the full weekly grid distracting you.


Finding appointments that need action

Click Action Required at the top of the calendar to see any appointments with outstanding actions — for example, a consultation that's been completed but doesn't yet have an outcome recorded.

The number badge next to Action Required tells you how many appointments are waiting on you, so it's a useful place to check at the start and end of each day.

💡 Related guide: How to Record a Pharmacy Consultation Outcome covers what to do once you find an appointment that needs an outcome.


Need help?

You can follow the steps below, or use this link:

If you have any questions about navigating or filtering your calendar, please contact the Healthera support team.

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