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.