You can filter the schedule by location, staff member, service type, or appointment status to display only the information you need. If you want to save your filter settings for future use, you can save your settings as a filter view. Saved filter views can be modified, deleted, set as favorites, set as the default view when you view the schedule, and shared with other staff members.
After filtering the schedule, you will see a summary of services displayed on the left-side menu based on your filter selections. The summary will only include results tabulated from the chosen service type(s). For example, if you filter the schedule by a specific service type such as classes, the summary will only tabulate results from all scheduled class sessions.
In this article:
To filter the schedule:
- Click the App Drawer button
.
- In the App Drawer, click View All.
- In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
- On the Schedule menu, click hidden.
- On the hidden menu, click hidden.
- On the left side menu, select which filters you want to apply.
- Filter options will only be available if there are multiple options selected within that category. For example, the Locations filter will be available only if your business has multiple locations. For a list of all filter options, see Filter options on the schedule.
- Click APPLY FILTER. The schedule is filtered based on your selections.
To filter the schedule for a specific staff member’s appointments:
- Click the App Drawer button
.
- In the App Drawer, click View All.
- In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
- On the Schedule menu, click hidden.
- On the hidden menu, click hidden.
- On the side menu, click Staff.
- Select and then clear the All Staff checkbox to deselect all staff members.
- Select the checkbox next to each staff member whose appointments you want to view.
- On the side menu, click Appointments.
- Select the checkbox next to each appointment type you want to view.
- Click APPLY FILTER.
To save a filter view:
- Follow the steps in the filtering a schedule procedure above.
- On the left side menu under MY VIEWS, click Save as New View.
- In the box, enter a name for the new filter view.
- To allow other staff members to use the filter view, set the Public option to ON.
- To set this filter view as your default view for the schedule, set the Default View option to ON.
- Click SAVE.
- If you want to set this filter view as a favorite, hover over the filter view name and click the Favorite button
. The filter view will be displayed at the top of your list of filter views.
- If you want to set this filter view as a favorite, hover over the filter view name and click the Favorite button
To modify a saved filter view:
- Click the App Drawer button
.
- In the App Drawer, click View All.
- In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
- On the Schedule menu, click hidden.
- On the hidden menu, click hidden.
- On the left side menu under MY VIEWS, find the filter view you want to modify.
- Modify the filter view as required:
- To modify the selected filters in the filter view:
- Click the filter view to apply it to the schedule.
- In the side panel, make modifications to the filter selections as required.
- Hover over the filter view name and click the Save button
.
- In the confirmation popup, click OK.
- To modify the filter name, public setting, or default view setting:
- Hover over the filter view name and click the Edit button
.
- Modify the name and settings as required.
- Click SAVE.
- Hover over the filter view name and click the Edit button
- To remove the filter view as a favorite:
- Hover over the filter view name and click the Favorite button
. The filter is removed as a favorite.
- Hover over the filter view name and click the Favorite button
- To modify the selected filters in the filter view:
To delete a saved filter view:
- Click the App Drawer button
.
- In the App Drawer, click View All.
- In the list, click Schedule. You can filter the list by entering Schedule into the Search field.
- On the Schedule menu, click hidden.
- On the hidden menu, click hidden.
- On the left side menu under MY VIEWS, find the filter view you want to delete.
- Hover over the filter view name and click the Remove button
to the right of the filter view.
- In the confirmation popup, click OK. The filter view is deleted.
Filter options on the schedule:
Filter | Description |
Locations | Use this filter to determine which of your locations to display on the schedule.
The most recently added working hours for the applicable staff member will always override the previously set working hours if there are any overlaps, which will affect your multi-location filter accordingly. For more information, see Managing staff availability. |
In-Person/Virtual | Use this filter to determine which services to display on the schedule depending on whether they are in-person or virtual services. |
Staff | Use this filter to determine which staff members to display on the schedule. You can select the Only Offering Services option to include only active staff members on the schedule assigned to services under their staff profile. |
Service Types | Use this filter to determine which service types to display on the schedule. |
Appointments | Use this filter to determine which appointment types to display on the schedule. |
Appointment Status | Use this filter to determine which appointments to display on the schedule based on their statuses. The options are:
|
Classes | Use this filter to determine which class types to display on the schedule. |
Events | Use this filter to determine which events to display on the schedule. |
Assets | Use this filter to determine which assets to display on the schedule. |
Headings in the schedule filter summary:
Heading | Description |
Total Sessions | The total number of sessions that appear on the schedule with this filter applied. |
Clients Booked | The total number of clients booked into the sessions displayed on the schedule. This does not include clients with an attendance status of No Show or Late Cancel. |
Clients on Wait List | The total number of clients on the wait list for any session displayed on the schedule. |
Total Capacity | The total number of available spots for all the sessions displayed on the schedule. |
Capacity Utilization | The number of available spots being used for all the sessions displayed on the schedule. This value is displayed as a percentage calculated by dividing the number of booked sessions by the total capacity of your scheduled service(s). |
Average clients per day | The average number of clients attending the business each day based on the services displayed on the schedule. This value will not be displayed if you set the schedule to the Day list view or Day calendar view. |