There are a number of differing options for viewing your schedule, providing a choice of views depending on your personal preference. Each of these views provide you with the tools to manage your scheduling tasks such as editing, cancelling and deleting services, access to client accounts, filtering by Staff, Service Groups and so much more!
TABLE OF CONTENTS
- Filtering Options
- List View
- Column View
- Compact View
- Calendar View
- Calendar Split View
- Group Planner
- Staff Planner
Filtering Options
The default view of the Admin Schedules The List/Column/Compact/Calendar Split View shows Scheduled & Completed Services which specifically excludes cancelled & voided services.
The Group/Staff and Calendar Views also show Scheduled & Completed Services, excluding cancelled and voided services, however, the default view is set to the current week/month.
On all schedules, the following filters are available allowing you to focus in on key services/staff or areas:
- Service Status
- Staff
- Client Area
- Service Item Group
- Sort Schedule (Staff/Time/Ref)
- Current Date
- Current Week
- Current Month
- Scroll back and forward by day/week/month
- Date Range
Tip: Subject to your permissions, the "Show / Hide Details" function, allows you to quickly change the level of detail shown on Schedules and Service Orders. Clickto change the level of detail: • 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). When a user/staff member sets their preferred detail view, it is retained on their device (regardless of screen size) for Service Orders and each Schedule View.
List ViewThe List View of the Schedule displays your services by time and by staff, in a list format. Filter your schedule by:
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Column ViewThe Column View of the Schedule displays your services by time and by staff, in a column format. You can customize the columns, choosing to either display specific time ranges in a each column such as morning, midday or evening or different Service Item Groups. Filter your schedule by:
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Compact ViewLike Column View, Compact View has the same features and functions, only in a more condensed format to make it easier to see more detail on your screen. The only difference is that you can only see the service cost, and not the staff pay component. Filter your schedule by:
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Calendar ViewCalendar View offers the same functionality that List, Column and Compact views, provide but in calendar grid format similar to many other popular calendar and email programs. There are two differing options for how your Calendar View is displayed, List or Time View. Filter your schedule by:
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Calendar Split ViewCalendar Split View offers the same functionality that List, Column and Compact views, provide but in calendar grid format similar to many other popular calendar and email programs. There are two differing options for how your Calendar Split View is displayed, List or Time View. Filter your schedule by:
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Group PlannerThe Group Planner displays company and staff level capacity for current scheduled services. The planner is particularly beneficial to businesses that offer boarding, overnight and daycare services within the remits of local authority legislation, but can also be helpful for other services such as cat sitting or dog walking. Click
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to jump to Group Planner Settings to determine which staff and services you wish to have displayed on your planner.
Staff Planner to jump to Staff Planner Settings to determine which staff and services you wish to have displayed on your planner.
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