Using the New Calendar: Views, Navigation and Columns Praxis Desk

The new calendar gives you flexible views, redesigned navigation, and customizable column grouping.

Where do I find the new calendar?

Enable the new calendar under Einstellungen → Unternehmen → Kalender & Termine → Allgemein (Settings → Company → Calendar & Appointments → General). In the Kalender-Version (calendar version) section, turn on the Neuen Kalender verwenden (use new calendar) toggle (BETA).

Note: Until the new calendar is active, the page only shows the tabs Allgemein (with Kalender-Version and Zeitraster), Schnellauswahl, and Stornierung. Unternehmen, Persönlich, and the other tabs appear only after you turn on the toggle and save.

Prerequisites

• You have activated the new calendar: Einstellungen → Unternehmen → Kalender & Termine → Allgemein, section Kalender-Version, toggle Neuen Kalender verwenden.
• The change takes effect the next time you reload the page.

Switch views

1. Hover over the view switcher at the top of the calendar so it expands.
2. Choose a view: Tag (day), 3 Tage, AW (work week), Woche, 14 Tage, Monat, or Liste.
3. The calendar switches to the selected view immediately.

offisy · Kalender

Fig. 1How to switch the view.

Fig. 2The month view with the appointments per day.

Change column grouping

1. Hover over the grouping switcher at the top of the calendar so it expands.
2. Choose an option: Alle (all), Behandler (practitioners), Ressourcen (resources), or Standorte (locations).
3. The calendar columns rearrange accordingly.

offisy · Kalender

Fig. 3How to group the columns.

Navigate dates

The calendar header contains the date navigation:

1. Click Zurück (back) or Vor (forward) to jump to the previous or next period.
2. Click Heute (today) to return to the current period.
3. Click the date range (e.g. "Aug 31 – Sep 4 '26") to open the month calendar.
4. Click a date there to jump directly to it.

offisy · Kalender

Fig. 4How to navigate the calendar.

Quick search is also in the header, to the left. To learn how to find patients and services with it, see the article Calendar Quick Search and Display Options.

Open the calendar settings

The gear icon in the toolbar opens a popover. At the top you'll find two buttons:

• Ansichten (views) opens the Ansichten dialog.
• Einstellungen (settings) opens the Einstellungen → Unternehmen → Kalender & Termine → Allgemein page.

Below that, the display options sit directly in the popover, with no separate save button — changes apply immediately:

• ZEITRAUM (time range) — two sliders, von (from) and bis (to), to narrow the visible time range.
• ANGEZEIGTE TAGE (displayed days) — one toggle per weekday.
• INTERVALL (interval) — a slider for the time-grid step size.
• TERMINHÖHE (appointment height) — XS, S, M, L, XL.
• SPALTENBREITE (column width) — Auto, XS, S, M, L, XL.
• SPALTEN (columns) — one toggle per currently shown column, to hide and show it individually. At least one column must stay visible. If you hid columns, Zurücksetzen (reset) makes them visible again.
• ANZEIGE (display) — five toggles: Aktive Termine anzeigen, Terminanfragen anzeigen, Gelöschte Termine anzeigen, Leere Spalten ausblenden, Termine in Unterspalten anzeigen.

In the Monat and Liste views, ZEITRAUM, ANGEZEIGTE TAGE, INTERVALL, TERMINHÖHE, SPALTENBREITE, and SPALTEN are missing.

Fig. 5The popover with the display options.

To learn how to permanently save a configuration with the Ansichten button of the popover, see Save Calendar Views and Set a Default.

View an appointment

Clicking an appointment opens the appointment sidebar on the right. It shows this information:

• patient name, address, time, and date with duration
• service, status, billing status, practitioner, and location
• the AUFGABEN (tasks) and NOTIZ (note) sections
• further blocks: Ressourcen (resources), Notiz vom Kunden (note from the customer), and Notiz (Patientenakte) (note, patient record)

In the tasks, Erstellen (create) adds a new task. You change the note directly with Notiz bearbeiten (edit note).

At the bottom you'll find the status action Aufnehmen (admit), In Ordination (in the practice), or Abschließen (complete), depending on the appointment's state, plus Bearbeiten (edit) and Löschen (delete). If not all buttons fit in the bar, they move to the … menu.

Depending on your permissions and the appointment type, the … menu contains:

• Termin ansehen (view appointment), Terminhistorie (appointment history), and Folgetermin (follow-up appointment)
• Status bearbeiten (edit status)
• Verrechnen (bill), Nicht verrechnen (don't bill), or Verrechnen aktivieren (enable billing)
• for courses and group appointments, Zur Kursübersicht (to the course overview) or Zum Gruppentermin (to the group appointment)

Just hovering over an appointment shows a tooltip with a short version of the same fields.

If forms are linked to an appointment, the appointment sidebar shows a Formulare (forms) block with the count after the tasks. Each row shows the form name, the status, and whether the form was filled out internally (intern ausgefüllt) or sent to the patient (an den Patienten geschickt). The newest form is at the top.

Forms that Offisy sends automatically with the appointment notification appear here too. Click a row to open the form. Without linked forms, the block doesn't appear.

To learn how to link forms to an appointment, see Share forms with patients.

You show or hide the block in the calendar settings: open Einstellungen → Unternehmen → Kalender & Termine → Allgemein, tab Darstellung (appearance), Termin (appointment) block. There you can show, hide, and move the Formulare field. The field depends on the Forms module.

Fig. 6The appointment sidebar after clicking an appointment.

1. 1Block Formulare (forms) with the forms assigned to the appointment.

Move an appointment by drag & drop

1. Click an appointment in the calendar and hold the mouse button.
2. Drag it to the desired time slot or a different column.
3. Release the mouse button.

offisy · Kalender

Fig. 7How to move an appointment by drag & drop.

The Termin verschieben (move appointment) dialog opens with the buttons Schließen (close), Bearbeiten (edit), and Speichern (save). For details on this dialog, see Move Appointments.

How the calendar updates automatically

The calendar updates automatically as soon as anyone creates, changes, or deletes appointments, without any manual reload. This applies to appointments in all columns and companies currently shown in the calendar.

Only appointments within the currently visible time range appear automatically. Deleted appointments disappear from the calendar right away.

Note: If the live connection drops briefly, for example because the tab was in the background for a long time, a single change can arrive with a delay. As soon as you return to the window or tab, the calendar automatically reloads.

Common issues

Problem	Solution
The new calendar is not visible	Check the Neuen Kalender verwenden setting (Einstellungen → Unternehmen → Kalender & Termine → Allgemein) and reload the page.
Drag & drop shows no confirmation dialog	Make sure you fully released the appointment. The dialog can sometimes open behind another window.
View or grouping switcher shows no options	Hover over the switcher — it only expands on hover, a click alone isn't enough.