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Use the Schedules area to manage appointments on a calendar.

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Calendar views

Clearline supports:
  • Day view
  • Week view
  • Month view
Use filters to narrow the calendar by appointment type, contact, advisor, or other schedule fields.

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Create an appointment manually

  1. Open Schedules.
  2. Click New appointment or select a time range on the calendar.
  3. Choose an appointment type when applicable.
  4. Select a contact and advisor.
  5. Confirm the start and end time.
  6. Save the appointment.

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Reschedule an appointment

Drag an appointment to a new time. Clearline asks you to confirm the reschedule before applying it.

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Connected calendars

When members connect Google or Microsoft accounts, Clearline can use calendar context for scheduling and sync workflows.
Screenshot placeholder: add the Schedules week view with filters and the new appointment button.