Using the appointment filter feature will give you the ability to toggle between filters that contain common views that matter in your business. This will allow you to store different combinations of staff, locations, and reasons that you would like to see on your calendar or in your appointment lists views at a quick glance.
The appointment filter consists of six sections:
Before we start using the filter tool let's assume that I own a phone and computer repair business, I offer basic computer troubleshooting and software installation at my East Blvd office and phone and tablet repair at the Downtown Office location. If I want to know how many appointments have been booked at each location and with each staff member the filter feature is very helpful.
First I want to know how many appointments have been booked at the Downtown location.
In the dropdown menu next to 'Color By' I will choose Location (1), under the Location list I will select the Downtown office (2), the arrow to the right of the location name allows you to select a color for the location(2a). Under the staff list I can either select all staff member or only those at the location I chose(3). Reasons are the services I offer in all locations, when filtering appointments I can either select all or only those I offer at the location I chose.
After entering the parameters I need in the filter, the Calendar to the right will update and will show me all appointments for the Downtown office in blue:
At this point I know that there are two appointments scheduled at the Downtown location, now I want to know who will be assisting the customers during this appointments. I will go back to the filter and change 'Color By' to Staff, leave the Downtown Office location checked.
I will then select a different color for each staff member:
After leaving all Reasons selected, I will see in the calendar to the right of the filter all appointments scheduled at the Downtown Office, all appointments labeled in blue are scheduled with Elvis and the appointments in purple are scheduled with Jessica:
If I want to have a visual representation of what each one of those appointments is then I can choose to show each service with a different color, to do so I will go back to the filter and change 'Color By' to Reason, leaving the Downtown Office location checked and all staff:
I used the arrows next to the services to assign a different color to each one of the services my business offers:
If I take a look at the calendar to the right of the filter, I will see that the services offered at the Downtown Office are now labeled by color, Phone Repair appears orange and Tablet Repair appears in light brown:
Lastly, I want to keep filter I just created so I can quickly use it a later time when I want to see appointments booked at the Downtown Office and show services in different colors. I will type 'Downtown by service' in the Save Filter field and click the Save button:
After the filter has been Saved, it will be added to a list and dropdown arrow will appear next to the name, where I will be able to select other filters I've created. To add a new filter to the list simply click 'Add new filter' select your criteria, enter a name for the filter and click the Save button.
If you want to randomly assign colors to Statuses, Locations, Staff, and Service & Classe click the "blue pencil"(
) icon that appears in the section you wan to assign colors to. The icon will appear on the section you select in the "Color By" dropdown: