Filter between staff members and locations (where applicable)

Modified on Thu, 5 Nov at 8:13 AM

MyTime offers various ways to filter your schedule for a clearer and more organized view. In this article, we will explore how to filter your schedule by staff members and locations.

Things to know:

The ability to filter between staff members and locations is controlled by the "Accessing Appointments" access control permission.
You can only view 1 location at any given time.
If you have created location nicknames on the business profile page, the location nicknames will be displayed in the location filter
When Show locations in dropdowns on MyTime sorted in the order of Location Nicknames is enabled, location dropdowns are organized as follows:
State Sorting: States are listed in alphabetical order.
Location Sorting: Within each state, locations are sorted alphabetically by their Location Nickname.
Example: If you have locations in California and Texas, the dropdown will organize them as:
California
Downtown Spa (Nickname: Alpha)
Northside Clinic (Nickname: Bravo)
West End Studio (Nickname: Charlie)
Texas
Austin Hub (Nickname: Austin Main)
Dallas Center (Nickname: Metro Dallas)
In client profiles, Associated Locations are always sorted alphabetically by state and location nickname. This sorting order remains fixed regardless of whether the "Show locations in dropdowns on MyTime sorted in the order of Location Nicknames" setting is enabled. Note: Location Managers and Service Providers will only see their assigned locations (based on their permissions), sorted in
Location Filter - If your account has multiple locations, you will be able to view and filter your schedule by location.
Staff Filter - You can easily view your schedule to only show the staff working for a particular day or a specific staff schedule at any given time.
Working Staff Filter - The Working Staff option displays only service providers who are scheduled to work that day and staff who have appointments that day (even if they are not scheduled to work). It enables staff members to quickly deselect one or two staff members who they do not need to see on a regular basis. When a user deselects a working staff member or selects a staff member who is not scheduled to work, the working staff filter is unchecked.
Clocked-in Staff Filter - You can filter staff on the schedule by "Clocked-in Staff." The filter displays service providers who are currently clocked in. The Clocked In Staff filter is available to any business with the setting "Do staff members need to clock in/out?" enabled. You can review this setting by going to Business Setup > Settings > Staff > "Do staff members need to clock in/out?".
Clocked-in staff members are identified on the schedule by a status dot:
- Green: Clocked into a 'Productive' work type.
- Yellow: Clocked into a 'Non-Productive' work type.
- Red: On a rest break (or currently clocked out).
You can have the scheduler layout updated to provide a modern, streamlined calendar interface featuring card-style appointment blocks, updated typography, and customizable brand accents. It is designed to maximize screen real estate and reduce clutter while keeping existing bookings, staff hours, POS checkout flows, and print formats completely unchanged. This is controlled by a hidden setting; contact your account manager or MyTime Support to enable it for your business.
- Visual Design & Brand Accents
  - Card-Style Bookings: Appointments appear as clean, defined cards set against a simplified calendar grid.
  - Brand Styling: Action buttons, highlights, and the selected date inherit your business colors from Dashboard Color Settings (falling back to standard MyTime blue if no custom colors are set). Backgrounds and grid dividers remain neutral for clean contrast.
  - Automatic Hue Adjustments: Very light or pale custom brand colors are automatically deepened in tone to keep all on-screen text legible and accessible.
- Toolbar & Navigation
  - Centered Date Header: The calendar date remains centered in the main view for quick orientation.
  - Jump Navigation: Tap Today to return instantly to the current day, or click the adjacent arrow icon to jump forward anywhere from 1 to 8 weeks.
  - Dedicated Filter Row: Filters for location, staff members, and resources sit in a dedicated row directly beneath the primary toolbar.
  - Responsive Layout: On smaller screens, filter controls tuck neatly into a collapsible sidebar menu while the date display remains centered.
- Squished View (Full-Day Single-Screen View)
  - Adjacent to the Today button, two Squished View controls allow you to view an entire day without vertical or horizontal scrolling:
    - Squish Columns: Compresses staff columns horizontally to fit your full roster on one screen.
    - Squish Rows: Compresses hourly time slots vertically so the entire business day fits into the window without scrolling down.
- Appointment Cards & Hover Previews
  - At-a-Glance Information: Each card highlights the client name (or pet name and breed), the assigned service, and the service provider using your designated service color.
  - Hover Card Previews: Hover your cursor over any card to view client notes, full booking details, and pet profile photos without clicking into the appointment.
  - Dynamic Hover Dismissal: Hover cards automatically close whenever you scroll the underlying calendar grid.
- Keyboard & Accessibility Controls
  - Keyboard Navigation: Use the Tab key to jump between appointment cards and press Enter to open any selected booking.
  - Toolbar Actions: The Today button and date navigation arrows can be activated using Enter or Spacebar.
  - Screen Reader Support: Date shifts, navigation triggers, and calendar status changes are fully voiced by assistive screen readers.
- Switching to the updated schedule interface does not alter core daily operations:
  - Printed Schedules: The printed agenda view retains the classic print-ready format.
  - Daily Workflows: The appointment creation modal, client profile records, POS checkout, and global navigation menu remain identical.