When you are viewing the Admin Schedule (List/Column or Compact View), it is sometimes helpful to see all details on the schedule including financial information. However, when you want to focus on tasks such as route planning, seeing less information will most likely be helpful.
The "Show / Hide Details" function allows you to quickly switch between the 3 views:
- Minimum Detail: Date, Time, Service Description, Staff
- Moderate Detail: Adds Staff Notes and Client Area.
- All Detail: Adds financial info (Client Charges, Staff Pay, Invoice Notes, and Revenue).
How Do I Change the Level of Detail on the Schedule?
Navigation: Scheduler > Schedule > List, Column or Compact View
Step 1
Basic Detail (when "–" (minus sign) is greyed out).
- Minimum detail is displayed: Date, Time, Service Description, Staff, Client/Pet name
- Show more detail by clicking the "+" sign.
Step 2
Moderate detail – (minus sign) and + (plus sign) are both black.
- This level adds Staff Notes and Geographic Area to the view.
- Use the "Detail" indicator to show more detail by clicking "+" or less by clicking "-"
Step 3
- All Detail (+ (plus sign) is greyed out).
- Adds financial info (Client Charges, Staff Pay, Invoice Notes, and Revenue).
- To display less detail, select the "–" sign.
Note: The process is the same for any view of the Schedule (List View, Column View or Compact View).
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