You can filter your schedule to help you see only the information you need and reduce clutter.

You can filter the schedule by location, user group, practitioner, type of appointment, and appointment status. You can also view only practitioners who have available working hours or who have appointments booked for the day/week you are viewing.

Filter by

Steps

Location

At the top of the schedule, select the appropriate location from the list.

To see only virtual visits, select the Virtual location.

User group

At the top of the schedule, select the appropriate group from the list. See Creating user groups for more information on setting up groups.

Practitioner, type of appointment, appointment status

1. Click the filter icon at the top right of the schedule.

2. In the Filter Appointments window, select the Practitioners, Services, and Statuses you'd like to see on the schedule.

💡 Tip: select Invert Selections to clear the current selections and instead select the items that were previously cleared.

3. Select whether you'd like to Show Group Visits using the checkbox at the bottom of the window.

4. Click Apply to apply your changes and update your view of the schedule.

💡 Tip: to clear the filters, select All Services and/or All Statuses in the Filter Appointments window.

Practitioners who have available booking times or appointments booked

Click the magnet icon to toggle the auto-practitioners filter on and off.

📌 Note: if you are in week view, the filter will show all practitioners who have availability or an appointment booked on at least one day of that week.

Updated April 30, 2021

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