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.
To get started adding Staff Filter criteria, select Settings from the top menu bar, then click Staff:
Next, choose Add New Filter, or alternatively click the Staff Filters heading on the far right of the Active Staff List:
Then select Add New Filter on the right side of the Active Staff Filters List:
Here's where we'll select the Staff member our Filter applies to, and enter the actual text we want to filter for in the Accepted filters text box:
In this example, we'll use an abbreviation, CFP, as our text filter to avoid potential issues with misspellings or incomplete entries on the client side.
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:
*Notice that the text for Filter Label, Filter Search Button, and Filter Hint is customized for the specific context we want our clients to be able to search for.
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: