In your schedule, you can create custom filters to save your preferred combinations of location, providers, appointment types, statuses, as well as provider order so you can quickly switch between different schedule views. Your custom filters are unique to your account.
Custom filters are useful when you frequently need to view the same combination of information. For example, one filter for scheduling appointments and another for reviewing a specific provider's day. You can save multiple filters and switch between them quickly.
To filter by location, user groups, visit types, and available hours, use the preset filters on the schedule. For more information, refer to Filtering the schedule.
Steps
Click the filter icon at the top-right corner of the schedule. The Filter Appointments window appears.
Select your filters. Refer to Filtering the schedule.
In the top-right corner, click Save filter set. Or, if you already have a filter saved, click Save.
In the Save filter set window that appears, in the Name field, type the filter name and click Save.
To update an existing filter,
a. In the Filter set list, select the filter.
b. Adjust your filters in the Filter Appointment window.
The filter name now shows as Unsaved in the Filter set list.
c. Beside the Filter set list, click Save.
d. In the Save filter set window that appears, select Update existing and select the filter you want to update.
e. Click Save.
To rename a filter,
a. In the Filter set list, select the filter.
b. Click the down arrow to the right of the filter name and select Rename.
c. In the Rename filter set window, change the name and click Save.
To delete a filter:
a. In the Filter set list, select the filter.
b. Click the down arrow to the right of the filter name and select Delete.
c. Click Delete again to confirm.
Once you've created filters, in the Filter Appointments window, select one from the Filter set list and click Apply. For more information, refer to Filtering the schedule.
Updated June 2, 2026