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Filtering the Calendar

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Bytimothy A
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Overview: 

Filtering the calendar lets you view specific appointments, tasks, or notes based on selected criteria, such as user, type, or date. This helps you focus on relevant events and manage your schedule more efficiently.

Follow these steps to filter the calendar:

Step 1: On your Dashboard, navigate to the Calendar tab under the Calendar section.
Step 1: On your Dashboard, navigate to the Calendar tab under the Calendar section.

Step 2: You will then be taken to the Calendar section.

Step 2: You will then be taken to the Calendar section.

Step 3: Click the Filters button next to the +Create button.

Step 3: Click the Filters button next to the +Create button.

Step 4: The filtering pop-up menu will appear, allowing you to set your desired filter criteria. You can filter your tasks by date range, assigned users, appointment type, confirmation, booking type, services, notes, or tasks.

Step 4: The filtering pop-up menu will appear, allowing you to set your desired filter criteria. You can filter your tasks by date range, assigned users, appointment type and confirmation, booking type, services, notes, or tasks.

Step 5: Then, click the Apply button to apply the filters.

Step 5: Then, click the Apply button to apply the filters.

 

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