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Filter between staff members and locations (where applicable)

In this article, we will explore how to filter by staff members and locations on your schedule.

Location Filter

If your account has multiple locations, you will be able to view and filter your schedule by location.

Things to know:

  • 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 

To view a specific location:

  1. Navigate to the Schedule
  2. Select the location you wish to view from the location drop-down menu 16369326-6e455d33f66c8de4fe220273d8178bf8__1_.png

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. To do this:

  1. Navigate to the Schedule
  2. Select the staff filter in the top right from your schedule to modify which staff are visible 16368695-e49e8f92e654ab98b19aa285eb8b50fb.png

Working Staff Filter

The Working Staff option shows only the staff that are scheduled to work that day and staff that have appointments that day (even if they are not scheduled to work). 

To filter by Working Staff members:

  1. Navigate to Schedule
  2. Expand the staff filter
  3. Select Working Staff from the menu  16368988-c149a4a4e79a90dd2e5e8352de327038.png

Clocked-in Staff Filter 

You can filter staff on the schedule by "Clocked-in Staff." The filter displays staff members that 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?".

To filter by Clocked In Staff members:

  1. Navigate to Schedule
  2. Expand the staff filter
  3. Select Clock-In Staff from the menu 16369177-5f31c4e55b911030d0546f150d6826ba.png

 

Related Article:

Filter by day, week, month, agenda, or split view

 

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