Filtering the Schedule

The default view of the Admin Schedule (List/Column or Compact View) shows "Scheduled & Completed Services" which specifically excludes cancelled & voided services.

You can apply a filter to view "All Services" in the Admin Schedule (List/Column or Compact View) which will then include;

You can apply a filter to view Canceled Services in the Admin Schedule (List/Column or Compact View). 

You can apply a filter to view Void Services Only in the Admin Schedule (List/Column or Compact View).  

Viewing the "First Service Only" or the "Last Service Only" in the Admin Schedule (List/Column or Compact View) displays the first visit or the last visit of any given series of visits such as a two week vacation reservation. This is helpful as it highlights where you might need to perform additional tasks that are typically associated with first and last visits such as additional reporting and key handovers. 

You can apply a filter to view Services Requiring Keys in the Admin Schedule (List/Column or Compact View). This is helpful to plan key transfers in advance so all staff have the items they need to do their work. 

You can apply a filter to view one staff member in the Admin Schedule (List/Column or Compact View). This is helpful as the ability to focus on one staff member is essential when trying to optimize scheduling runs. 

You can apply a filter to view one Staff Area in the Admin Schedule (List/Column or Compact View). This is helpful when a staff member unexpectedly becomes unavailable on any given day and their services needs to be reassigned to staff operating in the same area. 

To view the Schedule by Client Area you can filter the Admin Schedule (List/Column or Compact View). This is a helpful when you need to identify staff members that might be traveling too far to visit a client and where you can make more efficient service routes for staff members. 

You can filter the Schedule by any one Service Item Group (i.e. all dog walks) in the Admin Schedule (List/Column or Compact View).

When you are viewing the Admin Schedule (List/Column or Compact View), it is sometimes helpful to see more or less information depending on the scheduling task you are undertaking.