How to View the List View of the Schedule

Modified on Mon, 19 Sep 2022 at 03:29 PM

The List View of the Schedule displays your services by time and by staff, in a list format. You can choose any date range. Viewing your services by "Today" helps you verify all of your services for the day have been scheduled properly and are getting completed. You may also want to see your revenue for the day, or review the service reports for the day.


How Do I View and Filter the List View of the Schedule?

Navigation: Scheduler > Schedule > List View
 


  • Select a custom date range or use a quick report button, i.e. "This Week."
    • To view the previous timeframe click the "<" button.
    • To view the next timeframe click the ">" button.
  • (Optional) Add a filter, click "Scheduled Services" drop-down and select a Service Status.
  • (Optional) Add a filter, click "All Staff" drop-down and select an Staff Name.
  • (Optional) Add a filter, click "All Staff Areas" drop-down and select an Area.
  • (Optional) Add a filter, click "All Client Areas" drop-down and select an Area.
  • (Optional) Add a filter, click "All Item Groups" drop-down, select an Item Group.
  • Click "Reload" to view your customized Schedule.
Filter your schedule to see it in List view for dog walker software

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