1. Booking Platform
  2. Usage guides
  3. Using calendars
  4. Using the schedule grid
  5. Managing sessions using the schedule grid

How to filter the schedule grid

Updated

You can enhance the schedule grid by applying specific filter criteria to determine which booked and unbooked sessions display. Applying filters makes finding the sessions you want easier without manually sifting through the entire schedule.

Read further to learn how to filter the schedule grid by products, filter the schedule grid by bookings, filter the schedule grid by staff, or find answers to frequently asked questions.

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New to the schedule grid? Read the article Managing sessions using the schedule grid to learn more.

 

Filtering the schedule grid

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You can filter the schedule grid by products or bookings. Both product and booking filter sets work together, and you can apply them at the same time.

Filtering the schedule grid by products

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Follow these steps to filter the schedule grid by active products:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Select the Filter button.

    Schedule grid page with annotation highlighting ‘Filters' button.

  3. Select categories, products, or a combination to display inventory sessions from the Products tab. The grid refreshes automatically to reflect your selections.

    Schedule grid filter window with annotation highlighting ‘Products' area.

    Schedule grid filter window showing selected options in ‘Products’ area.

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    Know the following:

    • A counter next to the Products tab indicates how many product filters apply.

      Schedule grid filter window with annotation highlighting counter beside ‘Products' tab.

    • You can search the list by product name if you have a long list of products.

      Schedule grid filter window with annotation highlighting the search bar in the ‘Products' tab.

    • You can click the Reset button to clear your product selections.

      Schedule grid filter window with annotation highlighting ‘Reset’ button in the ‘Products' tab.

    • The system does not apply any filters by default, so all products display until these options are selected.

      Schedule grid filter window with annotation highlighting ‘Products' area.
     
  4. Close the filter window by clicking outside of the window or pressing [Esc] on your keyboard.

Filtering the schedule grid by bookings

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Follow these steps to filter the schedule grid by bookings:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Select the Filter button.

    Schedule grid page with annotation highlighting ‘Filters' button.

  3. Select the Bookings tab.

    Schedule grid filter window with annotation highlighting ‘Bookings' area.

  4. Choose to Show booked sessions and/or to Show unbooked sessions by checking one or both of the corresponding checkboxes. The grid refreshes automatically to reflect your selections.

    Schedule grid filter window showing selected options in ‘Bookings’ area.

    Check the option to Show booked sessions to include sessions that customers have partially or fully booked.

    Schedule grid filter window showing results from ‘Show booked sessions’ option in ‘Bookings’ area.

    Check the option to Show unbooked sessions to include sessions with no bookings.

    Schedule grid filter window showing results from ‘Show unbooked sessions’ option in ‘Bookings’ area.

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    Know the following:

    • A counter next to the Bookings tab indicates how many session filters apply.

      Schedule grid filter window with annotation highlighting counter beside ‘Bookings' tab.

    • You can click the Reset button to clear your booking selections.

      Schedule grid filter window with annotation highlighting ‘Reset’ button in the ‘Bookings' tab.

    • The system does not apply any settings by default, so all sessions display until these options are selected.

      Schedule grid filter window showing selected options in ‘Bookings’ area.
     
  5. Close the filter window by clicking outside of the window or pressing [Esc] on your keyboard. 

 

Filtering the schedule grid by staff

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Follow these steps to filter the schedule grid by staff member assignment:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Select the Filter button.

    Schedule grid page with annotation highlighting ‘Filters' button.

  3. Select the Staff tab.

    Schedule grid page with the Filter window open and an arrow highlighting the ‘Staff’ tab to indicate selection.

  4. Check the checkbox next to the staff member's name to show only sessions assigned to them. The grid refreshes automatically to reflect your selections.

    Schedule grid page with the Filter window open and an arrow highlighting staff names to indicate selection.

    Schedule grid page with the Filter window open, displaying results for selected staff.

    Callout icon of an open book outline, indicating a note.

    Know the following:

    • A counter next to the Staff tab indicates how many staff member filters apply.

      Schedule grid page with the Filter window open and an arrow highlighting the Staff tab active filter counter.

    • You can search the list by name or email address if you have a long list of staff members.

      Schedule grid page with the Filter window open and an arrow highlighting the text input search field.

    • You can click the Reset button to clear your staff selections.

      Schedule grid page with the Filter window open and an arrow highlighting the ‘Reset’ button.

    • The system does not apply any filters by default, so all staff members display until these options are selected.

       schedule-grid-filter-staff-all.jpg
     
  5. Close the filter window by clicking outside of the window or pressing [Esc] on your keyboard.

 

Frequently asked questions

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Where can I find this feature using the menu?

  • Calendar > Schedule Grid

What permissions are required to use this feature?

  • Admin permissions or restricted permissions to View calendars.

What product availability does the schedule grid display?

  • The schedule grid only displays products with Timeslots availability.

Can I save my customized view of the schedule grid?

  • Yes, you can bookmark or share the URL to revisit the same view later or send it to others to reference.