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How do I filter the calendar by employee?
How do I filter the calendar by employee?

Adjust which employees you see while viewing the calendar

Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Choose which employees' calendars you're viewing to make scheduling a breeze.

Web

You can select individual calendars or type of employee, based on the employee tags you've set up.


To filter the schedule, go to the calendar by clicking the icon at the top of your web portal. 

Once you're on the calendar view, click the 'Menu' icon toward the top left. This will show you a drop down menu where you can select the employees you'd like to view. Check the box next to any employees or Filter by name or tag in the search box.

The calendar will then update to reflect those changes and only display the calendars of the employees you have selected. When it is correct, just click the same 'Menu' icon to make is disappear.

iOS Mobile App

You can select individual calendars of each employees (as long as user permissions allows for seeing schedules of others).

To filter the schedule, go to the calendar by clicking the 'Schedule' icon in the bottom menu in the application.

Once you're on the calendar view, click the 'Menu' icon toward the top left:

Select either the 'List view' or 'Day view" and then check the box next to any employee or select 'Team calendars' to see all employees schedule:

Once selected, close the left side panel by clicking on the 'Menu' icon once again,
the calendar will then update to reflect those changes and only display the calendars of the employees you have selected.

Android Mobile App

You can select individual calendars of each employees (as long as user permissions allows for seeing schedules of others).

To filter the schedule, go to the calendar by clicking the 'Schedule' icon in the bottom menu in the application.

Once you're on the calendar view, click the 'Menu' icon toward the top right:

Select either the 'List view', '1 Day view' or '3 Day view" and then check the box next to any employee or select 'Team calendars' to see all employees schedule:

Once selected, close the left side panel by clicking on the 'Menu' icon once again,
the calendar will then update to reflect those changes and only display the calendars of the employees you have selected.

Want to successfully complete more jobs? Check out the keys to employee and customer satisfaction.

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