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Managing Schedule Filters

Learn how to filter the schedule by location, provider, or service to focus on the appointments you need to see.

Schedule filters help you customize your view by showing only specific locations, providers, or services. Filters remain active until they are removed, even if you navigate away from the Schedule page.

Before You Begin:

By default, the schedule automatically filters to the location(s) assigned to your provider profile. If you prefer to see all locations without this filter being applied automatically, you can disable this setting.

To turn off automatic location filtering:

  1. Go to Settings.

  2. Click User Settings.

  3. Select the Account tab.

  4. Click the Preferences tab.

  5. Under Schedule Preferences, deselect Filter schedule by my provider location.

  6. Click Save Preferences.

  7. Return to the Schedule and clear the filter.

  8. Refresh the page.

The schedule will no longer automatically filter to your provider location(s).

To Apply Schedule Filters

Step 1: Go to Schedule.

Step 2: Click the Filter icon.

Step 3: Select the filter(s) you want to apply. You can select multiple filters at the same time and filter by:

  • Location

  • Provider

  • Service

Step 4: Review the updated schedule. Ensure that the filters selected align with the specific scheduling needs to avoid confusion.

Additional information:

  • Remove a Filter - To remove an individual filter, click the X next to the filter name.

  • Clear all filters - To remove all filters at once, click Clear All.

  • Filters remain active until they are manually removed. If you leave the Schedule page and return later, your selected filters will still be applied.

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