Filter by Service Item Group in Calendar View

Modified on Tue, 3 Jun at 1:14 PM

Calendar View can be filtered by Staff, Client Areas and Service Item Groups. This is helpful when:
  • you need to re-schedule services when staff are on holidays, or 
  • if you need to email all clients with recurring services on a severe weather day
as these tasks can be accomplished with one bulk action.

It is helpful to organize services into categories, called "Service Item Groups" such as "Walking" for all of your 30, or 60 minute dog walking services. Then you can filter your calendar by group, i.e. "Walking" or "Boarding" and easily view revenue by Service Item Group as well.


See Managing Service Item Groups to learn how to create, edit and delete groups.


Tip: Viewing the schedule by Service Item Group is helpful when reassigning work or viewing capacity for certain services. To set up service item groups: Add a New Service Item Group and Applying a Service Item Group to a Service Item.


How Do I Filter Calendar View by Service Item Group?

Navigation: Scheduler > Admin Schedules > Calendar View


Step 1

  • Click the Filter icon to reveal the filter panel.

Apply filters to Calendar View in Dog Daycare Software


Step 2

By Default all Service Item Groups are selected.

  • Deselect the Service Item Groups you DO NOT want visible on the Calendar.
  • Select the Service Item Groups you DO want visible on the Calendar.
  • Click "Reload."


Filter Calendar View by Service Item Group in Dog Boarding Software


Step 3

Only Dog Walking services will now be visible on Calendar View.


View Calendar View by Service Groups in Cat Sitting Software





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article