Calendar
Appointments, reminders, working hours and Smart Close
Open Calendar from the menu or the dashboard. The calendar shows your appointments on a timeline of 1, 3 or 5 days.
How do I create an appointment?
Touch and hold an empty spot
After half a second, a new appointment appears at that time.
Drag up or down to set the length
The time moves in 15-minute steps.
Let go
The New Event form opens with the start and end time filled in.
A short tap on an empty spot does nothing.
Open the client's profile, switch to the Events tab and tap Add Event. The client is already filled in.
The Next Slot widget on the dashboard also suggests free times. Tap one to create an appointment there.
What can I enter for an appointment?
| Field | Notes |
|---|---|
| Date | |
| All day | Turns the appointment into an all-day entry. You can then set an end date with To Date. |
| Block time | Only for all-day entries. Marks the day as busy, for example for a holiday. |
| Start time, End time | In 5-minute steps. The duration buttons above set the end time for you. |
| Title | Optional |
| Assign to client | Optional. Opens a list of your clients with a search field. |
| Description | Optional |
| Color | One of eight colors |
| Reminder | When you get a push notification. See reminders. |
| Timezone | Used for the reminder text. It does not move the appointment. |
At the bottom, the form lists the other appointments on that day.
Appointments cannot repeat. There is no field for price or location.
What happens if appointments overlap?
The form shows an orange warning with the overlapping appointment. You can still save. In the calendar, overlapping appointments are shown side by side.
How do I move or resize an appointment?
- Move: touch and hold the appointment, then drag it. You can drop it on another day. Drag it to the edge of the screen to scroll to other days.
- Resize: touch and hold the appointment briefly, then let go. Handles appear at its top and bottom edge. Drag a handle, then tap elsewhere to finish.
Both snap to 15 minutes and save as soon as you let go. All-day appointments cannot be dragged. Open them and change the date instead.
What can I do when I tap an appointment?
A sheet opens with the time, status, client details and description. Depending on the status, you can:
- Edit the appointment
- Send Reminder to the client (see below)
- Duplicate it
- Complete Session with Smart Close
- Mark it as No-Show
- Cancel Appointment or delete it
What is the difference between cancelling and deleting?
- Cancel: the appointment stays in the calendar, crossed out and marked Canceled. It still appears in the client's history.
- Delete: the appointment is removed completely. This cannot be undone.
There is no button to undo a cancellation or no-show.
How do I send a reminder to my client?
Tap the appointment, then Send Reminder. Choose Send via SMS, Send via WhatsApp, Send via Email or Other. ellume opens that app with a prepared message, which you send yourself.
This needs a phone number or email address on the client's profile. ellume does not send reminders to clients automatically.
How do reminders work?
Reminders are push notifications to you, not to your client. In the appointment form, choose one or more times:
- At time of event
- 15 min before
- 30 min before
- 1 hour before
- 1 day before
Only times that are still in the future are shown. Reminders need permission for notifications on your device. You can set a default reminder in the calendar settings.
What is Smart Close?
Smart Close wraps up an appointment once it has started or ended. Open it with Complete Session on the appointment, or with the check or sparkles icon on the appointment's card on the dashboard or in the client's Events tab.
You can:
- Capture Photos: add photos to the client's files
- Add Income / Expense: record a payment with the client and date filled in
- Book Next Session: create the follow-up appointment
- Client notes: save a note to the client's profile
Capture Photos and Client notes only appear if the appointment has a client.
Tap the check icon to mark the appointment as completed.
How do I move through the calendar?
- Swipe left or right to change days. A faster swipe moves further.
- Pinch to zoom the timeline in or out.
- Tap the month name to pick a date. Days in the picker are colored by how busy they are.
- Tap the calendar icon at the top right, next to the gear, to jump back to today.
Which calendar settings are there?
Tap the gear icon in the calendar, or open Settings > Calendar. Tap the check icon to save.
- Days To Show: 1, 3 or 5 days. Default 3.
- Start of the Week: Sunday or Monday. Default Monday.
- Begin At and End At: your working hours, in 30-minute steps. Default 8:00 to 18:00.
- Default Event Reminder: the reminder new appointments start with.
- Default Event Timezone
Working hours for each weekday. Turn on Closed for days off. Reset goes back to the general working hours.
The four duration buttons in the appointment form: Quick, Standard, Extended and Long. Defaults 60, 120, 180 and 240 minutes.
Time outside your working hours is shaded in the calendar, and closed days are darker. You can still create appointments there.
The calendar settings are saved to your account.
Does the calendar sync with other calendar apps?
No. ellume has its own calendar and does not connect to other calendar apps.
Can clients book appointments online?
Not in this version of ellume.
Does the calendar work offline?
Yes. You can view, create, move and edit appointments without internet. Changes sync when you are online again. Reminders for an appointment only work once it has synced.