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Filter Schedule By Day, Week, Month, Agenda & Split View

In this article, we will guide you through the steps to filter the schedule by day, week, month, agenda, and split views, as well as what can be done in each view.

Content

Filter by Day View 

When the schedule is filtered to day view, you can do the following:

  • View the full day's bookings, including the availability and unavailability of a selected staff member or all staff members.
  • Depending on the account configuration and access permissions granted, staff members can:
    • Clock in and out using different work types
    • Set vacation days, days off, or sick days
    • Edit their clock hours
  • Use the "Edit Availability" option in the schedule to adjust or set specific hours for your staff members on a particular day of the week without impacting their standard working hours listed in their profiles.
  • Drag appointments between staff members on the schedule
  • Allow staff members to edit their profiles directly from the schedule
  • Transfer appointments from one staff member to another or reschedule them to a different date or time

  • Filter appointments on the schedule by:

    • Appointments checked in today

    • Appointments checked out today

    • Client

    • Family member

    • Pet

    • Location

    • Staff member

    • Resource

To filter the schedule to day view, simply:

  1. Navigate to the Schedule
  2. Click on the schedule view dropdown menu
  3. The schedule defaults to day view. If another view is currently selected, open the dropdown menu and choose "Day View" to switch the filter back.
  4. Once selected, the schedule will be filtered accordingly

Filter by Week View

In week view, you can see the complete week’s bookings, blockages, availability, and unavailability for a selected staff member or for all staff members. You can also drag appointments between staff members on the schedule. Additionally, you can filter appointments on the schedule by:

  • Location
  • Staff member
  • Resource

To filter the schedule to week view, simply:

  1. Navigate to the Schedule
  2. Click on the schedule view dropdown menu
  3. Click on the "Week View" option
  4. Once selected, the schedule will be filtered accordingly

Filter by Month View

In month view, you can see the entire month’s bookings, blockages, availability, and unavailability for a selected staff member or for all staff members. You can also drag appointments between staff members on the schedule. Additionally, you can filter appointments on the schedule by:

  • Location
  • Staff member
  • Resource

To filter the schedule to month view, simply:

  1. Navigate to the Schedule
  2. Click on the schedule view dropdown menu
  3. Click on the "Month View" option
  4. Once selected, the schedule will be filtered accordingly

Filter by Agenda View

The agenda view presents a chronological list of all bookings and blockages scheduled for any given day. In the agenda view, appointments can be displayed in a sorted order. This is controlled by the "Show Appointments in Agenda View Sorted by Start Date/Time" setting. When enabled, appointments will be sorted as follows:

    • If multiple appointments share the same start date and time, they will be sorted by their end date and time, with appointments that finish earlier appearing before those that finish later.
    • If multiple appointments have the same start and end times on the same day, they will be sorted in the following order:
      • Appointments for a family member will be sorted by the family member's first name.
      • Appointments for pets will be sorted by the pet's name.
      • For all other cases appointments will be sorted by client's first name and then client last name.
    • For add-ons scheduled for specific days during a multi-day service, they will display on the schedule at the date and time they were scheduled. Learn more here. If you filter by the agenda view, these appointments will appear at the bottom of the list, above appointments marked as completed.
    • Appointments in the checked-out/completed status will appear at the very bottom of the list.

    • In agenda view, you can filter appointments on the schedule by:

      • Appointments checked in today

      • Appointments checked out today

      • Client

      • Family member

      • Pet

      • Location

      • Staff member

      • Resource

To filter the schedule to agenda view, simply:

  1. Navigate to the Schedule
  2. Click on the schedule view dropdown menu
  3. Click on the "Agenda View" option
  4. Once selected, the schedule will be filtered accordingly

Filter by Split View

The ability to filter the schedule in Split View is controlled by the "Enable Split View" setting. In this view, the Waitlist is displayed on the left, while a list of employees and their in-service appointments appears on the right. When filtering the schedule to split view, here are some things to keep in mind

  • Appointments on the waitlist can be managed by either dragging them from the left menu to the right or clicking the Start button. This feature is especially useful for businesses that primarily operate without scheduled appointments.
  • If you need to "un-start" an appointment, you can drag it from the "In Service" column back to the "Waitlist" column, which is helpful if you accidentally started a waiting appointment.
  • Additionally, you can filter appointments on the schedule by:
    • Location
    • Staff member
    • Resource

To filter the schedule to agenda view, simply:

  1. Navigate to the Schedule
  2. Click on the schedule view dropdown menu
  3. Click on the "Split View" option
  4. Once selected, the schedule will be filtered accordinglyunnamed_-_2021-11-08T135946.099.png

For more information, contact us at support@mytime.com.

 

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