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Default Calendar View

In your mobile app, choose between agenda and 3-day view. In the web app, choose between daily, weekly, or monthly view by default.

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Written by Setmore Support
Updated over a week ago

View your schedule in the way that suits you. Default calendar view enables you to see all your appointments within a particular timeframe. When you access your Setmore calendar, your schedule within that timeframe automatically displays.

In the Setmore mobile app, you can choose between agenda view (list format) and 3-day calendar view.

In the Setmore web app, you can choose between daily, weekly, or monthly view by default.

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Toggle between agenda and 3-day view (mobile app)

By default, the Setmore mobile app for iOS and Android opens with agenda view, showcasing appointments in a list format.

However, you can change this to a 3-day calendar view at any time by tapping the 3-column icon in the top right.

To return to the previous view, simply tap the icon to switch back from 3-day view to Agenda view.

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Agenda view and 3-day view

Agenda view lists all of your appointments for the week in chronological order, starting from the beginning of the week to the end of the week.

Tap on any appointment within the list to access the Appointment Details menu.

setmore mobile app showing default calendar view for appointments

3-day view will show you all of your appointments listed by time in a color-block format, on a standard calendar grid. With this option, you can view your full schedule for up to 3 calendar days at a time.

While in 3-day view, swipe up or down to see appointments earlier in the day or later in the day. Swipe right or left to see appointments for future days or previous days.

setmore mobile app showcasing agenda view calendar

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Changing your calendar view (web app)

You can change your calendar view at any time by using the dropdown menu in the top left corner of your Setmore calendar. Simply select daily, weekly, or monthly and the view will refresh.

If you are an account admin, your daily view show can show between 5-10 staff schedules for the day.

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Setting the default calendar view

When you set a default view for your Setmore calendar, the view will be the same each time you log in. When you first sign-up for your Setmore account, your default calendar view will be displayed in the ‘weekly’ format.

To select your preferred calendar view:

  1. On the left hand side panel, navigate to Settings > Account > Preferences.

  2. Under Default Calendar View, select your preferred view - daily, weekly or monthly. This only affects your calendar and not other staff in the same account.

  3. Your settings will save automatically.

setmore web app settings for default calendar view

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Understanding daily, weekly, and monthly view (web app)

In daily view, your calendar displays all appointments for the current day for multiple staff members at a time. (Note: If you have staff-level access, you will only be able to see your schedule.)

setmore web app daily view calendar with multiple staff

In weekly view, the calendar displays all appointments for the week for a single staff member.

To see weekly appointments for a specific staff member, use the dropdown menu in the top left corner of your Setmore calendar and select a staff member.

In monthly view, the calendar displays all appointments for a single staff member for the entire month.

To see monthly appointments for a specific staff member, use the dropdown menu in the top left corner of your Setmore calendar and select a staff member.

Not sure which view to use?

You can easily switch between daily, weekly and monthly view, depending on your needs at the time.

Start your day with an overview of all your appointments in daily view so you can see who you're booked with for the day and prepare for the week ahead in weekly view. For the bigger picture, overview all appointments for the entire month in monthly view.

If you are looking for a balanced view of appointment dates and details, we recommend weekly view.

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