---
title: "Find your way around the agenda"
description: "Change the day and the view, filter by site, service or professional, search for patients and use the keyboard shortcuts."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Find your way around the agenda

The **Agenda** screen is where you spend the day: you see the appointments of each professional, room or piece of equipment, and from there you book or open an appointment. This page shows you how to get around it.

## Before you start

- Every Agenda role sees the agenda: **Consulta**, **Recepción**, **Profesional** and **Administración**.
- To book from it you need **Recepción**, **Profesional** or **Administración**.

## The parts of the screen

- **The side menu**, on the left: at the top, your institution's name, with **Cambiar de organización** (switch organization) if you work in more than one. Then **Agenda**, **Agendar** (book), **Pacientes** (patients), **Reportes** (reports), **Personas y salas** (people and rooms) and **Lista de espera** (waiting list) (**Reportes** and **Lista de espera** appear if your institution uses those functions); if you're a professional, also **Mi agenda** (my agenda). Under **Aplicaciones** (applications), **Contactabilidad** opens Raíz in a new tab. At the bottom are **Arbi** (if you have it), **Configuración** (settings, only with **Administración**) and your account button, with your initials and your email.
- **The toolbar**, at the top: **Hoy** (today) and the arrows to change the day, the date, **PDF**, **Reprogramar** (to move several appointments), the magnifying glass to search, the zoom (**−** and **+**), **Vista** (view), **Agendas** and **Servicios** (in **Día** and **Lista**), and **Día**, **Semana**, **Mes** and **Lista** (day, week, month, list). On the right, **Agendar**.
- **The filters**, below: the site, the service, **Todos** (all) and a button for each agenda, **Confirmar mañana** (confirm tomorrow, when tomorrow has appointments to confirm) and **Ver canceladas** (show cancelled).
- **The board**: the appointments. In **Día** there's one column per agenda.

Click an appointment to open its panel on the right. Click a free space to book there (see [Book an appointment](/en/agenda/book-an-appointment/)).

## Change the day

1. Use **Hoy** to go back to today, and the arrows beside it to go to the previous or next day, week or month.

2. To jump to a date far away, click the date shown at the top (or the pencil beside it). **Ir a una fecha** (go to a date) opens.

3. Pick the day on the calendar or type it in **Fecha**, and click **Ir a esta fecha**.

When you come back to **Agenda** from another page, it opens on the day, view and filters you left it on.

## Change the view

Choose at the top right how to see the agenda:

| View | What it shows |
| --- | --- |
| **Día** | One column per agenda, with the hours on the left. It's the view for working the day. |
| **Semana** | The days of the week side by side. |
| **Mes** | The whole month. Click a day to open it in **Día**. |
| **Lista** | The appointments in time order, one below the other. |

In **Día** and **Lista** you can group appointments by **Agendas** (by professional, room or equipment) or by **Servicios** (and each appointment says who provides it). The **G** key does the same.

## Filter what you see

- **Site**: if your organization has two or more sites, pick one or **Todas las sedes** (all sites).
- **Servicio**: shows only one or several services. The **F** key opens it too.
- **The agenda buttons**: click a professional's name to see only their agenda, and **Todos** (all) to see everyone again. The number beside each name is their appointments in the period you're viewing.
- **Ver canceladas**: also shows cancelled appointments. A cancelled appointment frees its time, so it's normally hidden.
- **Confirmar mañana** (confirm tomorrow): appears when tomorrow has unconfirmed appointments. See [Confirm tomorrow's appointments](/en/agenda/appointment-status/).

## Adjust the view to suit you

Click **Vista** (or press **V**) to open **Ajustes de la agenda** (agenda settings). What you change there only changes how you see the agenda, in this browser.

- **Agendas**: tick the ones you want to see and reorder them with the arrows. Pinned ones go first. **Mostrar todas** (show all) and **Restablecer** (reset) undo your changes.
- **Servicios**: choose which ones to see, for example only consultations. If you choose none, all are shown.
- **Cada cita muestra** (each appointment shows): the service, the document, the payer and the phone. The patient's name always shows.
- **Zoom**, **Escala de tiempo (minutos)**, **Empezar en la hora actual**, **Horas visibles** and **Semana**: how tall the hours are, how often there's a line, whether to hide hours that have passed, which hours to show and which days of the week.
- **Vista al abrir**: the view the agenda opens with.

## Search for a patient, a service or a page

From any page, press **Ctrl+K** (**⌘K** on a Mac) or click **Buscar…** at the top. On the agenda, click the magnifying glass or press **/**.

Type a name, a document number or a phone number. Results are grouped under **Pacientes** (patients), **Agendar** (services to book), **Profesionales y salas** (professionals and rooms) and **Páginas** (pages). Use the arrows to move and **Enter** to open. If nobody matches, you can create a **Nuevo paciente** (new patient) from there.

## What the colors mean

- Each appointment's color bar is its **service**'s color.
- The dot and the label show its **status**: for example **Llegó** in green, **No asistió** in red and **Por confirmar** in amber.
- **Urgente**, in red, marks a priority appointment. **Sobrecupo**, in amber, an appointment added beyond capacity.
- Striped hours labelled **No disponible** (unavailable) are outside that agenda's hours: there are no slots there. In **Mes**, a day without hours says **No disponible**.
- The soft grey, without stripes, is time that has already passed.
- Blocks are striped cards with their reason or the word **Bloqueo** (block). They aren't drawn when you view by **Servicios**.
- Cancelled appointments, if you show them, are a thin strip at the edge of the column: they no longer take up the time.

## Keyboard shortcuts

Press **?** on any page to see the list. These work on the agenda:

| Key | What it does |
| --- | --- |
| **←** **→** | Previous and next day, week or month |
| **T** | Go to today |
| **D**, **S**, **M**, **L** | Day, week, month or list view |
| **N** | Book an appointment |
| **G** | Group by agendas or by services (Día and Lista) |
| **F** | Show a single service |
| **V** | View settings |
| **/** or **Ctrl+K** | Search |
| **Esc** | Close a panel or a window |
| **Ctrl+Enter** | Save a note or a window's form |

When booking, the keys **1** to **9** pick that slot in **Primeros disponibles** (first available) and **Ctrl+Enter** books the chosen slot.

## Your account and preferences

Click your account button at the bottom of the menu (your initials and your email):

- **Tu acceso** (your access): your role and, if you're a professional, your agenda, with a line about what you can do. If you don't see a button, start here.
- **Equipo y permisos** (team and permissions): only with **Administración** (see [Who can do what](/en/agenda/roles/)).
- **Administrar tu cuenta** (manage your account): opens your Arbol account in a new tab, for your profile, password and sessions.
- **Tema** (theme): **Claro** (light), **Oscuro** (dark) or **Sistema** (your device's).
- **Zona horaria** (time zone): the time in which you see appointments. It's usually your site's.
- **Atajos de teclado** (keyboard shortcuts): also with the **?** key.
- **Volver a Arbol** (back to Arbol): opens Raíz, the contactability application.
- **Cerrar sesión** (sign out): Agenda says «Cerraste tu sesión.» (you signed out).

## Good to know

- **Appointments aren't dragged.** To move one, open it and use **Reprogramar** (see [Reschedule an appointment](/en/agenda/reschedule-an-appointment/)).
- **Click a free space to book at that time.** The time you click snaps to the **Escala de tiempo** (time scale) in **Vista**.
- **Every appointment, tab and filter has its own link.** Copy the browser's address to show someone on your team exactly what you see; they need their own access.
- **If you reload while booking**, Agenda remembers the chosen slot and the ticked checks for 30 minutes, never the patient's details. If you typed a new patient's details and are about to leave, the browser asks first.
- **Agenda remembers your last view**: the day, view and filters you left it on.

## On a phone

On a phone the agenda takes the whole screen: the menu opens with the three-line button, the toolbar uses two rows and the round **+** button, bottom right, opens **Agendar**. The **PDF** button only appears on larger screens.

## Common problems

**It says «Ocultaste todas las agendas» (you hid all agendas).** Open **Vista** and tick the agendas you want to see, or click **Mostrar todas**.

**It says «Se muestran 20 de 24 agendas» (showing 20 of 24 agendas).** **Día** fits a limited number of columns. Pick an agenda in the buttons at the top or pin yours in **Ajustes de la agenda**.

**It says «Hay demasiadas citas para mostrarlas todas» (too many appointments to show them all).** Switch to the **Día** view or pick a professional.

**You don't see the Agendar button.** Your role is **Consulta**, which is view only. Ask someone with **Administración** to change your role.

**You don't see what someone else just changed.** The agenda updates by itself when someone books, moves or cancels an appointment. If you lost your internet connection, reload the page.

Source: https://docs.getarbol.com/en/agenda/find-your-way/index.mdx