Filter by Venue, Staff, or Status

Start scheduling appointments with detailed client and service information.

Filter by Venue, Staff, or Status

Purpose: Easily find specific appointments and manage your schedule with precision.

Filtering by Venue

Use this when you want to see appointments for a specific salon branch.

  1. Navigate to Calendar

    From the dashboard, click on the Calendar option in the left sidebar.

  2. Access the Filter Options

    Once on the Calendar page, look at the top navigation bar near the "Calendar" heading.

    You’ll see three filter dropdowns: Venue, Staff, and Status. Click the first dropdown labeled Venue.

  3. Choose a Venue

    A dropdown list of all available salon venues will appear.

    Select the venue you want to view. venue

  4. View Results

    The calendar now refreshes to show only appointments scheduled at the selected venue.

    This helps you focus on a single location's activities.

  5. Clear the Filter

    To reset the view, simply click the Venue dropdown again and either:

    • Click the same venue again to deselect, or
    • Select "All Venues" or leave the field empty (depending on system behavior).

Filtering by Staff

Use this when you want to focus on one team member’s appointments.

  1. Open the Calendar

    From the main page, click Calendar in the left sidebar.

  2. Select the Staff Filter

    On the top navigation of the Calendar page, click the second dropdown, which is labeled Staff. staff

  3. Choose a Staff Member

    A dropdown list will appear showing all active staff.

    Click the name of the team member whose schedule you want to check.

  4. View Results

    The calendar will now show only appointments assigned to that staff member.

  5. Clear the Filter

    To remove the filter, click the Staff dropdown again and reset it to show all staff schedules.

Filtering by Appointment Status

Use this to filter by appointment state like Confirmed, Cancelled, etc.

  1. Go to Calendar

    Open the Calendar page from the left navigation menu.

  2. Click on the Status Dropdown

    On the top right, next to Venue and Staff filters, you’ll see the third dropdown – Status. status

  3. Select a Status

    Available status options include:

    • New – Recently created appointments awaiting confirmation
    • Confirmed – Approved appointments scheduled by the salon
    • Completed – Services already completed
    • Cancelled – Appointments canceled by the salon or client
    • No Show – Appointments missed by the client without cancellation

  4. View the Filtered Results

    The calendar will update to display appointments matching only the selected status, giving you a clear snapshot.

  5. Clear the Filter

    Click the Status dropdown again and reset it by deselecting or choosing "All Statuses".

More questions about this

Q1. Can I combine filters? Yes, you can apply multiple filters (e.g., venue + staff + status) at once to find exactly what you’re looking for.

Q2. Why are no appointments showing after applying filters? This could happen if the selected filters don’t match any records. Try resetting the filters or adjusting the criteria.

Filter by Venue, Staff, or Status - Documentation