...
...
| Anchor | ||||
|---|---|---|---|---|
|
To add a location filter, first select Settings, then click Scheduler Rules & Logic:
...
Now that you're Location Filter is activated, and your Scheduler text is customized, you can add your filtering criteria...
Return To Top
...
| Anchor | ||||
|---|---|---|---|---|
|
To add location filtering criteria, select Settings, then click Locations:
...
After you've entered your zip code values into the Accepted filters text box, click Save and you're all done:
...
How it looks on the Front-End
This is what your customers will see on your scheduler:
...
When they click Search, the closest location to the zip code they entered will be displayed:
...
Return To Top
...
| Anchor | ||||
|---|---|---|---|---|
|
Adding a Staff Filter is very similar to adding a Zip Code Filter, and the functionality will be similar. Instead of finding the closest location to them, your clients can find the closest staff. Adding a Staff Filter will also be helpful if your Scheduler Flow is set to show Staff before Location. There is one key difference between Staff and Location Filters however. With Staff Filters, you aren't limited to filtering for zip codes. With a Staff Filter, you can filter based on any criteria that suits the needs of your business.
...
Now that you're Staff Filter is activated, and your Scheduler text is customized, you can add your filtering criteria...
Return To Top
...
| Anchor | ||||
|---|---|---|---|---|
|
Adding Staff Filter criteria is similar to adding Location Filter criteria, with the key difference that you are not limited by filtering for zip codes. You can add any text filters you want to the Staff Filter. Our example company has a large staff of Financial Advisors, but some of them are Certified Financial Planners. So we'll set a filter that our clients can use to search for our staff members who are CFP certified.
...
Next, click Save, to save your Staff Filter:
...
How it looks on the Front-End
This is what your customers will see on your scheduler:
...
And typing CFP (in upper or lower-case) into the search box, and pressing Search will display XYZ, Inc's employees who are Certified Financial Planners:
...
Return To Top
...