Calendar-Settings
The calendar now offers flexible customization options to set how you view your calendar in Doulado. You can define event titles for clear identification, and different appointment types can be color-coded for easy distinction. Filter events by team or individual to improve coordination—choose to view team-wide events and/or others’ events from your team. On-call windows (for birth clients, or anyone with a "due date" in their profile) can be managed to view the entire range, only the due date, or none at all if that applies. Viewing Team on-call windows provide visibility across the team, enhancing resource allocation and reducing conflicts.
This video will guide you through the various setting options available in your calendar, making it easy to customize it to suit your needs.
Define Which Calendar: At the top, you can choose whether to apply these calendar settings across the calendars of all teams you are a part of, or only for the current team or tab that you are on!
These settings are only affecting how you personally are viewing your calendar, and do not affect how other team members view their calendar.
Team Calendar Settings
Event Title Format: Select what you would like to show as the event title in your calendar view. Selections allow appointment title, client full name, client first name and last initial, appointment title + client full name, or appointment title + client first name and last initial.
Event Color: You can choose what color to show for the events in your calendar. If you choose none, they will all default to the Doulado blue. The Client color can be found in their client profile, and edited under the quick stats>edit button in the top right corner of the overview section. The Team Member color can be assigned in the team settings, under manage team>edit. The Appointment Type color can be set in the appointment preset templates in the templates section>appointments.
Team Events: You can choose whether or not you would like to view team-wide events in your calendar. You can also select to view other's events. With other's events on, as a participant, you would see events scheduled with other providers with clients that are assigned to you. If you are a contributor or owner, you would see all events for clients on that team.
Your On Call Windows: With your on-call windows (for clients assigned to you), you can choose whether to not view them on your main calendar, view the full range (automatically 38-42 weeks gestation but can be customized individually), or only view the actual due date.
Team On Call Windows: With the team on-call windows, you can choose whether to not view them on your main calendar, view the full range (automatically 38-42 weeks gestation but can be customized individually), or only view the actual due date. For participants, they would still only see on call windows for clients assigned to them. For contributors and owners, they would see all the on-call windows for clients on that team.
On Call Client Statuses: Decide if you want to show only active client on call windows, or also include windows for clients in a lead status to see how that would fit in with your schedule!
Solo Calendar Settings
For a solo provider, your settings will not include "team" options, but you can still choose some different format and color options, as well as your on call views, shown below:
Event Title Format: Select what you would like to show as the event title in your calendar view. Selections allow appointment title, client full name, client first name and last initial, appointment title + client full name, or appointment title + client first name and last initial.
Event Color: You can choose what color to show for the events in your calendar. If you choose none, they will all default to the Doulado blue. The Client color can be found in their client profile, and edited under the quick stats>edit button in the top right corner of the overview section. The Appointment Type color can be set in the appointment preset templates in the templates section>appointments.
Your On Call Windows: With your on-call windows (for clients assigned to you), you can choose whether to not view them on your main calendar, view the full range (automatically 38-42 weeks gestation but can be customized individually), or only view the actual due date.
On Call Client Statuses: Decide if you want to show only active client on call windows, or also include windows for clients in a lead status to see how that would fit in with your schedule!
Business Settings (For both Solo or Teams)
Under the business setting tab, you can adjust settings that are across the entire business (or team). If you on a team, only an owner will have access to these settings.
On Call Windows: Currently Doulado sets an on call window to be 14 days before and 14 days after a due date, but you can modify these timeframes if your business has a different default on call timeframe. Changing this setting will adjust how all of your on call windows appear. To change individual windows, you can do that by clicking on it in the calendar.