Skip to main content

​
Overview

The Month view gives you the big picture: every appointment for the month laid out on a single day-cell grid. It’s the fastest way to spot a packed week, find an open day to slot in new work, or get a feel for how busy the month ahead looks. Month grid with appointments

​
Open the Month view

Click Schedule in the sidebar, then tap Month in the view picker at the top of the page. Month selected in the view picker Probase remembers the view you last used, so once you switch to Month you’ll keep landing there until you choose a different view.

​
What you’ll see

Each day in the grid shows up to three appointments as small colored bars:
  • The color of each bar matches the assigned crew, so you can read crew workload across the whole month at a glance. Appointments with no crew assigned yet show in grey.
  • Each bar is labelled with the customer’s last name so you can tell the day’s jobs apart.
  • When a day has more than three appointments, the extras collapse into a “+N more” label — tap into the day to see the full list.
  • Today is highlighted with a filled circle on the date number.
The Month view always shows the full month, including a few trailing days from the previous and next month to fill out the first and last rows. Those out-of-month days are greyed out and can’t be tapped.

​
Tap a day to see what’s on it

Tap any day in the grid to open the day overview — a bottom drawer on your phone, or a side panel on a wider screen — listing that day’s jobs and stops in start-time order, with the job count and total time booked. Day overview opened from a month day From the day overview you can:
  • Tap any job in the list to open its appointment detail page.
  • Tap Open Day view to drill into that day’s full Day view, where you can see full appointment cards, track progress, complete or reschedule jobs, and reorder stops.
  • Tap the ✕, tap outside, or press Esc to close it — the month stays exactly where it was. On a phone you can also drag the drawer down by its grab handle to flick it closed.
Day view after drilling in from the panel To get back to the month overview from the Day view, tap Month in the view picker again. The date you drilled into stays selected, so switching back to Month keeps you in the right month.

​
Move between months

Use the date picker at the top of the page to move through the calendar:
  • Tap the left and right arrows to step back and forward a month at a time.
  • Tap the date label to open a calendar and jump to any month.
  • Tap Today to snap back to the current month.
The calendar covers a fixed window — up to one year ahead and three months back. The arrows dim and stop when you reach either edge.

​
Filter the month

The crew filter and search box work the same in Month view as in the other calendar views. Filter to a single crew to see just their month, or search by customer or service name to highlight specific jobs. See Filter appointments for details.

​
Next steps