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Filter options on the schedule

Filter options on the schedule

Updated over a week ago

This article describes the filter options available when managing your schedule.

Understanding filter options on the schedule

Filter	Description
Locations	Determines which of your locations to display on the schedule. Only available for multi-location businesses. Only displays staff members’ available working hours for the selected locations. The most recently added working hours for a staff member will always override previously set working hours, which will affect your multi-location filter accordingly. For more information, see Managing staff availability.
In-Person/Virtual	Determines whether in-person or virtual services appear on the schedule.
Staff Availability	Displays staff members that are available to be booked for a specific service. Use the Scheduled services filter option to only display staff members booked for a scheduled service. Use the Available filter option to only display staff members available to be booked for a service.
Staff	Determines which staff members to display on the schedule. Use the Only Offering Services option to include only active staff members assigned to services. To learn how to re-arrange staff members on the schedule, see Organizing the order in which staff members are displayed on the schedule.
Service Types	Determines which service types to display on the schedule.
Appointments	Determines which appointment types to display on the schedule.
Appointment Status	Determines which appointments to display on the schedule based on their statuses. Filter options include: All statuses – Selects all appointment status filter options. Booked – Displays appointments that have been scheduled but have not yet occurred. Checked-in – Displays appointments that have been checked in to by clients. Early cancel – Displays appointments that were canceled by clients within the allowed cancellation time. To view canceled appointments on the schedule, the Show all canceled appointments option must be set to ON. For more information, see Schedule Design: Content settings in Customizing the look and feel of WellnessLiving. Late cancel – Displays appointments that were canceled by clients after the allowed cancellation time. To view canceled appointments on the schedule, the Show all canceled appointments option must be set to ON. For more information, see Schedule Design: Content settings in Customizing the look and feel of WellnessLiving. No show – Displays appointments that were missed by clients but were not canceled. Status pending – Displays past appointments that haven’t had their attendance statuses updated. Pending confirmation – Displays requested appointments pending confirmed by a staff member.
Classes	Determines which class types to display on the schedule.
Events	Determines which events to display on the schedule.
Assets	Determines which assets to display on the schedule.

Understanding the schedule filter summary

Heading	Description
Total Sessions	The total number of sessions that are currently displayed on the schedule.
Clients Booked	The total number of booked clients that are currently displayed on the schedule. This doesn’t include clients with an attendance status of No Show or Late Cancel.
Clients on Wait List	The total number of waitlisted clients that are currently displayed on the schedule.
Total Capacity	The total number of available spots for all sessions that are currently displayed on the schedule.
Capacity Utilization	The number of filled spots for all sessions that are currently displayed on the schedule. This value is displayed as a percentage calculated by dividing the number of booked sessions by the total capacity of your scheduled service(s).
Average clients per day	The average number of clients attending your business each day based on the services that are currently displayed on the schedule. This value won’t be displayed if you set your schedule to the Day view.

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