Views & filters
Day or week, view by staff or resource, and filters by service and status.
The same day can be looked at in two completely different ways. Schedule is a grid — hours down, people across; it’s the right screen while the day is running. Bookings is a list — rows with checkboxes, filters and bulk actions; it’s the right screen when you’re hunting for something specific or processing many appointments at once. This article covers the views and filters on both pages and, most importantly, which one to use when.
Two pages, two menu rows. Schedule is the second row in the board menu, Bookings is the third. Don’t mix them up: in Schedule you drag and move; in Bookings you select and process.
1. A quick map: which page for what
| You want to… | Open |
|---|---|
| See what today looks like per person | Schedule, Day view |
| Find when one stylist is free this week | Schedule → filter by that resource |
| Move an appointment | Schedule (drag) |
| Find a client by name or phone | Bookings (search covers the whole board) |
| Mark twenty visits at once | Bookings (checkboxes + floating bar) |
| See every unpaid upcoming booking | Bookings → the Unpaid quick filter |
| See every past no-show | Bookings → the No-shows quick filter |
| Keep a filter combination for daily use | Bookings → Save view |
2. The views in «Schedule»
Day and Week
The top bar has a Day / Week switch.
- Day — one column per resource, hours down the side. The day isn’t fenced in: the page scrolls continuously back and forward through the days, and the date at the top updates by itself.
- Week — seven day columns, each headed with its booking count. Clicking a day takes you back to Day view for that date.
The ‹ and › arrows move one day in Day view and a whole week in Week view. The date in the middle is clickable — it opens a small calendar (Pick a date). The Today button returns to today.
«View by» — what the columns hold
If the board has more than one resource kind that can carry the columns (for example Masters and Rooms), a View by block appears in the side rail with a tile per kind. The choice changes what a column is.
If the board has only one such kind, the block isn’t rendered at all — there’s nothing to choose between. See Resource kinds & capacity.
The «one week for one person» view
This is the schedule’s hidden shortcut. In the side rail’s Resources list, click a name. Instead of leaving one column filling the screen, the view turns into a whole week for that one resource — days laid out across. Clicking the name again removes the filter and restores the normal view.
It’s the fastest way to answer “when is Maria free?”.
Zoom and full screen
A small bar floats at the bottom right:
- Zoom — −, a percentage, + (or
⌘/Ctrl+ the mouse wheel). It raises the height of one hour so 15-minute bookings are readable. - A full-screen button (shortcut
f). - A keyboard button — opens the shortcuts list.
In Week view this bar isn’t shown.
3. The filters in «Schedule» — all of them are in the side rail
This is where most people get lost: the schedule filters are NOT in the top bar. They live in the collapsible side rail on the left, together with the legend.
Top to bottom:
| Control | What it does |
|---|---|
| Mini-calendar | The dots under the dates show how many bookings a day has — the more bookings, the denser the dot. Clicking moves the schedule |
| Search clients, services… | Free text. Hides cards that don’t match — it only searches the loaded day |
| All services | A dropdown with every service on the board |
| All statuses | A dropdown: Confirmed, Pending, Checked in, Completed, No-show, Cancelled |
| Clear all | Appears to the right of the Filters heading, only when at least one filter is set |
| View by | Only with more than one eligible resource kind |
| Resources | The resources of the current kind, each with the day’s booking count. A click filters by that one resource |
| Legend | What each colour means |
The rail collapses with the small button at its top right (Collapse sidebar) and comes back with the arrow in the top bar (Open sidebar). The b key does the same.
The legend, verbatim
| Colour | Label |
|---|---|
| Blue | Confirmed |
| Amber | Pending |
| Green | Checked in / Completed |
| Accent | Walk-in |
| Red | No-show |
| Diagonal hatching | Off-hours |
The counter next to each resource in the Resources list does not count cancelled bookings. The same is true of the mini-calendar dots.
The branch
If the board has more than one location, a location pill appears in the top bar, defaulting to All branches. It isn’t a card filter in the usual sense — it changes which resources and hours apply to the day.
4. The «Bookings» page — a different instrument
Open it from Bookings in the board menu. The address is /w/<workspace>/records/<board>/bookings.
At the top sits the title Bookings, under it the board name and the current period, and on the right a counter (N bookings), a Tour button and New booking.
Row 1 — quick filters and saved views
Eight ready-made combinations, each of which applies a complete filter snapshot (and clears whatever it doesn’t set):
| Button | What it shows |
|---|---|
| Today | Today. This is the default state |
| Tomorrow | Tomorrow |
| This week | Today plus the next six days |
| Upcoming | From today onward, soonest first |
| Awaiting confirmation | Upcoming with the Pending status |
| Unpaid | Upcoming with Unpaid payment |
| No-shows | Past with the No-show status |
| All | Everything on the board, newest first |
After them come your saved views (with a bookmark icon) and the Save view button.
On the right is the Search client… box. It is not the same as the schedule’s search: it goes to the server (after a short pause once you stop typing) and searches the client’s name, their phone and the service name across the whole selected period — not just the loaded rows.
Row 2 — the filter pills
Always visible, with no collapsing panel:
| Pill | Values | Note |
|---|---|---|
| Period (date picker) | A start and an end date | Setting it switches the period to Custom; clearing it returns to Today |
| Status | All, Pending, Confirmed, Arrived, Completed, No-show, Cancelled | Server-side filter |
| Staff | All staff plus every resource of the primary kind | Shown only when there’s more than one |
| Service | All services plus every service | Shown only when there’s more than one |
| Payment | Any payment, Unpaid, Paid, Partial, Overpaid, Refunded, Comp | |
| Location | All locations plus every branch | Shown only when there’s more than one |
| Source | Any source, Online, Admin | ”Online” = through the public page; “Admin” = entered by the team |
| Conflicts only | A toggle | Enabled only when the period has both a start and an end |
| Reset | A link | Appears as soon as at least one filter is set |
A pill fills with ink when its filter is set — so active filters read at a glance.
An important subtlety. The period, the status and the search go to the server. The rest — Staff, Service, Payment, Location, Source, Conflicts only — filter the rows already loaded. On a long period (Upcoming, Past, All) the page loads 50 rows at a time, so such a filter only sees what’s loaded. If you expect more results, press Load more or narrow the period.
Saved views
A filter combination you use every day can be saved:
- Set everything up — period, status, staff, service, payment, location, source, conflicts, even the search text.
- Press Save view.
- In the Save current filters dialog, type a name (up to 60 characters; the example reads “e.g. Emma · pending”) and press Save.
The view appears as a button next to the quick filters. One click applies it in full. Hover it and an × appears on the right, which deletes it (Delete “<name>”).
Saved views are shared across the board — your colleagues see the same buttons. Use clear names.
The list
Rows are grouped by day, with a heading of Today, Tomorrow, Yesterday or a date (e.g. “Wed, 15 Jul”) and a count beside it. Each row shows: the time, the status, a conflict badge if any, the payment state, a source icon, the client’s name, the service, a clickable phone number, the seat count for a group class, and Awaiting confirmation for pending ones. A coloured stripe on the left follows the status, and cancelled rows are dimmed.
Above the list sits Select all; tick at least one row and the bulk-action bar floats up at the bottom. See Check-in & no-show.
If any booking in the period is in conflict, an amber bar appears above the list: “N bookings have conflicts — check for double-booking or out-of-hours slots.”
Empty, error and «Load more»
| What you see | Meaning |
|---|---|
| No bookings to show plus a period-specific line (e.g. No bookings today yet.) | The period really is empty |
| No bookings match these filters. plus Clear filters | There are bookings, but the filters hide them |
| Could not load bookings plus Retry | A network or server problem |
| Pick a start and end date to load bookings. | The period is Custom but only one date is set |
| Load more | There are more rows — long periods load 50 at a time |
5. What views and filters do NOT do
- They change nothing about the bookings. A filter only hides rows.
- They are not remembered between sessions — except saved views. Reopen Bookings and the period is Today again.
- They don’t affect the public page. The client sees free times by their own logic.
- They are not a report. The money figures live in the Money hub — see Day & month reports.
- The schedule’s filters and the Bookings page’s filters are separate. What you set on one page does not carry to the other.
6. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| I can’t find the filters in the schedule | They’re in the side rail, not the top bar | Open the rail (the arrow at the top left, or press b) |
| There’s no View by block | The board has only one eligible resource kind | That’s normal |
| I filtered by service on Bookings and got 0, but I know there are some | That filter works on the loaded rows | Press Load more or narrow the period |
| Conflicts only is disabled | The period is open-ended (Upcoming, Past, All) | Choose Today, This week or a set range |
| I searched for a client and found nothing | Search is limited to the current period | Switch to All and repeat |
| A colleague deleted my saved view | Views are shared across the board | Create it again |
| The schedule is empty but Bookings shows bookings | A filter is set in the schedule, or you’re on another date | Press Clear all and Today |
What’s next
- The calendar (Schedule) — the grid in detail.
- Check-in & no-show — the bulk actions in the list.
- Booking statuses — what each pill means.
- Resource kinds & capacity — what can carry the columns.