You can filter your schedule from the navigation bar at the top of the schedule, or create your own custom filters from the Filter Appointments window. Both methods have different functionality, and should be used together to best organize your schedule to see only the information you need.
From the schedule itself you can filter by location, visit type and user groups. You can also view only practitioners who have available working hours or who have appointments booked for the day/week you are viewing.
If you want to filter by practitioner, type of appointment, and appointment status you should use the Filter Appointments window. For more information refer to Creating custom filters in the schedule.
Filter by | Steps |
Location | At the top of the schedule, select the appropriate location from the list. For more information about locations, see Creating and modifying clinic locations.  |
User group | At the top of the schedule, select the appropriate group from the list. 📌 Note: You must configure the groups that appear in the list to be filterable.
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All, Physical, Virtual |  At the top of the schedule, select All to see all booked appointments (in-person and virtual), select Physical to see only your in-person booked appointments, and select Virtual to see only the booked virtual appointments.
The one you select remains your default filter until you select a different one. |
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 shows all practitioners who have availability or an appointment booked on at least one day of that week.
💡 Tip: If you do not see the magnet icon, you can enable it in the scheduling settings. From Settings > Scheduling > Extra, select Enable for Filter Schedule with available or booked appointments. This enables the filter for all users. |
Updated December 13, 2024