# Understanding the Calendar

_How to read the Calendar screen: segments, day, status columns, cards, display filters and what happens when you click an appointment._

> **💡 Tip**
>
> Keep the **statuses always updated** through the day (Received → In service → Finished → Delivered): the calendar then mirrors the real operation and the **reports and Dashboard match** what happened.

The **Calendar** is TecPet's home screen and the heart of the day's operation. It's a **board organized by status**: each appointment is a **card** that moves left to right as the visit progresses. Here's how to read each part.

![Calendar screen: segment tabs, day selector, status columns and appointment cards](https://help.tec.pet/_md-assets/entender-a-agenda__tela.png)

## Segment tabs and the day

At the top are the **segment tabs** — **Pet Shop**, **Clinic** and **Daycare/Hotel**. Each shows the calendar for that service type (services and flow change with the segment). Next to them, the **arrows and date** change the **day** you're viewing.

The **layout changes with the segment**: **Pet Shop** uses the **status board** (described below), while **Clinic** and **Daycare/Hotel** use a **time grid** — rows are the hours of the day and there's **one column per professional**. This format is better for **appointments and stays with a set time**: each visit shows up at the right time and professional.

![Clinic calendar as a time grid, with hour rows and one column per professional](https://help.tec.pet/_md-assets/entender-a-agenda__clinica.png)

## The status columns

> Applies to **Pet Shop**. In **Clinic** and **Daycare/Hotel** the calendar is the **time grid** shown above.

Appointments are split by **status**, in flow order:
- **Scheduled** — booked, pet hasn't arrived;
- **Confirmed** — the owner confirmed;
- **Received** — the pet arrived at the store;
- **In Service** — being served;
- **Finished** — the service is done;
- **Delivered** — the pet went back to the owner;
- **Cancelled**.

The number on each column shows **how many** appointments are in that status.

## The appointment cards

Each **card** sums up the appointment: the **time** (in and out), the **pet's photo and name** (with breed), the **customer/professional** and **icons** of the booked services (scissors = grooming, etc.).

The **colored stripe on the side** and the **corner tag** help you spot the card quickly. The **ENCAIXE** (squeeze-in) tag marks a visit that was **fit in** outside the normal time grid.

## Searching the calendar

The **search bar** (at the top) quickly finds an appointment for the day. Pick what to search by the buttons next to it — **Customer**, **Pet** or **#ID** (the appointment number) — and type. Next to the search are the shortcuts to **switch the view** (list/board), **print** the calendar and open **Display**.

![Calendar search bar with the Customer, Pet and #ID filters and the view and print shortcuts](https://help.tec.pet/_md-assets/entender-a-agenda__busca.png)

## Display and filters

The **Display** button (top-right) opens a panel to **change the view and filter** the calendar:
- **Display:** *All* or *By professional* (groups cards by staff member);
- **Payment:** All / Paid / Unpaid;
- **Professional**, **Species** (Dog/Cat/Rodent) and **Pickup & delivery** (only those with transport);
- **Sort by** (e.g. arrival time);
- **Frame:** an optional decoration on the cards (e.g. *World Cup*).

Click **Apply** to filter or **Clear** to reset.

![Display panel with view modes, filters and card frame](https://help.tec.pet/_md-assets/entender-a-agenda__exibicao.png)

## Clicking an appointment

Click a **card** to open the **appointment details**. In that window you:
- **Change the status** (the left column — Scheduled, Confirmed, Received…);
- see **Customer** and **Pet** (with WhatsApp, Pending items and Gallery shortcuts);
- **Reschedule** the date/time;
- **Change** the services, the box and pickup & delivery;
- see the [Invoice](/en/operacao/financeiro/a-fatura-por-dentro/) (and send it), the [Checklist](/en/configuracao/geral/checklists/) and [Pet Care](/en/configuracao/pet-care/o-que-e-pet-care/);
- can **Print** the sheet.

This is where you run the visit from start to finish. (See [Create an appointment](/en/operacao/agenda/criar-um-agendamento/) for the booking.)

![Appointment details window, with the status flow on the left and the actions](https://help.tec.pet/_md-assets/entender-a-agenda__card.png)

## See also

- [Alterar um agendamento](/en/operacao/agenda/alterar-um-agendamento/)
- [Bloqueio de agenda](/en/operacao/agenda/bloqueio-de-agenda/)
- [Os painéis do Dashboard](/en/operacao/dashboard/os-paineis-do-dashboard/)

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_feature: entender-agenda · atualizado em 2026-06-09 · fonte: https://help.tec.pet/en/operacao/agenda/entender-a-agenda/ — TecPet Central de Ajuda_