Change How Column View is Organized

Modified on Wed, 12 Oct 2022 at 04:49 PM

The columns in the Schedule can be organized in several ways. A primary way is by time (see Column View Settings for a detailed explanation of how to set your column start and end times), but you have several other options including by:
  • Service Item Group
  • Client Area
  • Client Type
  • Staff Type


Example: View the Schedule by Time of Day

Navigation: Admin > Settings > Schedule Settings > Column View Settings


Our default view is to organise the column view by the time of day. Many dog walking businesses do three walks per day – a morning, midday and afternoon walk – and so this works well for viewing the schedule in these columns. Any other services go into the fourth column, such as boarding, overnights, etc.
  • Enter the name of the Column Label in the Column 1 section to describe the time of day, such as "AM" or "Morning."
  • Leave the Service Item Group as "Any service item group".
  • Enter the Column Label in the Column 2 section, eg. "MIDDAY" or "Lunch".
  • Repeat these steps for Column 3.
  • Click "Update".


Note: We have adjusted the "start" and "end" times to ensure that ALL services are picked up to appear in these columns.



Enter settings for viewing your schedule in columns by time of day in dog walking software


Your column heading labels now appear above each of the four columns.

In this example, all your morning dog walks are in column 1, all the midday walks in column 2, all the afternoon walks in column 3, etc. Anything that does not fit these service groups goes into the "catchall" column 4.

Viewing your schedule in columns by time of day in dog walking software


Example: View the Schedule by Service Group

Service item groups are used to group service items together. For example, private dog walks, group dog walks, and puppy training walks could all be included in your "Walking" service item group.
  • Enter the name of the Column Label in the Column 1 section to describe the service group for the first column in the schedule. For instance, for the service group "Walking", you may choose to call the column "Dog Walks."
  • Select the group from the "Service Item Group" drop-down. In this example, we have selected the "Walking" group.
  • Enter the Column Label in the Column 2 section, eg. "Pet Visits".
  • And select the related service item group for Column 2.
  • Repeat these steps for Column 3.
  • Click "Update".


Note: We have adjusted the "start" and "end" times to ensure that ALL services are picked up to appear in these columns.



Enter settings for viewing your schedule in columns by service item group in dog walking software


Your column heading labels now appear above each of the four columns.

In this example, all your dog walks are in column 1, all the pet visits in column 2, all the overnights in column 3, etc. Anything that does not fit these service groups goes into the "catchall" column 4.

Viewing your schedule in columns by service group in dog walking software


Example: View the Schedule by Client Area

Client Areas can be used to identify clients in different geographical "Areas" within your overall service area.

To organize the columns in the Schedule by Client Area:
  • Enter the name of the Client Area in the Column Label field in the Column 1 section.
  • Select the area from the "Client Area" drop-down.
  • Next, enter the Column Label for Column 2.
  • And select the client area for Column 2.
  • Repeat these steps for Column 3.
  • Then click "Update."


Note: We have adjusted the "start" and "end" times to ensure that ALL services are picked up to appear in these columns.



Enter settings for viewing your schedule in columns by area in dog walker software


Your column heading labels now appear above each of the four columns.

In this example, all your clients with the client area of "Jacksonville" are in column 1, all the clients with the client area of "Lake City" are in column 2, all the clients with the client area of "St Augustine" are in column 3, etc. Anything that does not fit these client areas or clients with no client area, goes into the "catchall" column 4.

Viewing your schedule in columns by area in dog walker software


Example: View the Schedule by Client or Staff Type

In a similar manner, you can organize the columns in the Schedule by "Client Type" or "Staff Type". Client Types can be used to identify certain groups of clients, and Staff Types can be used to identify certain groups of staff. For more information, see Managing Client Types and Managing Staff Types.

To organize the columns in the Schedule by Client Type or Staff Type follow the same procedure as set out above.

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