Filtering the Schedule Grid

You can enhance the Schedule Grid by applying specific filter criteria to determine which booked and unbooked sessions display. Applying filters makes it easier to find the sessions you want without manually sifting through the entire schedule.

Read further to learn how to filter the Schedule Grid by products, filter the Schedule Grid by bookings, filter the Schedule Grid by Staff, or find answers to frequently asked questions.

New to the Schedule Grid? You can begin with the article, Introduction to the Schedule Grid, to learn more.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Calendar > Schedule Grid
   

What more do I need to use this feature?

• Admin or restricted permissions to View calendars.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products. 

You can filter the Schedule Grid by products or bookings. Both product and booking filter sets work together, allowing you to apply them simultaneously.

 

Follow these steps to filter the Schedule Grid by active products:

1. Go to the Schedule Grid (Calendar > Schedule Grid).
2. Select the Filter button.
   
   
    

3. Select categories, products, or a combination to display inventory sessions from the Products tab. The grid refreshes automatically to reflect your selections.
   
   
   
   

   Know the following: A counter next to the Products tab indicates how many product filters apply.   You can search the list by product name if you have a long list of products.   You can click the Reset button to clear your product selections.   The system does not apply any filters by default, so all products display until these options are selected.

    

4. Close the filter window by clicking outside of the window or pressing [Esc] on your keyboard.
    

Follow these steps to filter the Schedule Grid by bookings:

1. Go to the Schedule Grid (Calendar > Schedule Grid).
2. Select the Filter button.
   
   
    
3. Select the Bookings tab.
   
   
    

4. Choose to Show booked sessions and/or to Show unbooked sessions by checking one or both of the corresponding checkboxes. The grid refreshes automatically to reflect your selections.
   
   
   
   Check the option to Show booked sessions to include sessions that customers have partially or fully booked.
   
   
   
   Check the option to Show unbooked sessions to include sessions with no bookings.
   
   

   Know the following: A counter next to the Bookings tab indicates how many session filters apply.   You can click the Reset button to clear your booking selections.   The system does not apply any settings by default, so all sessions display until these options are selected.

    

5. Close the filter window by clicking outside of the window or pressing [Esc] on your keyboard. 

Follow these steps to filter the Schedule Grid by Staff member assignment:

1. Go to the Schedule Grid (Calendar > Schedule Grid).
2. Select the Filter button.
   
   
    
3. Select the Staff tab.
   
   
    

4. Check the checkbox next to the Staff member's name to display only sessions assigned to that Staff member. The grid refreshes automatically to reflect your selections.
   
   
   
   

   Know the following: A counter next to the Staff tab indicates how many staff member filters apply.   You can search the list by name or email address if you have a long list of Staff members.   You can click the Reset button to clear your Staff selections.   The system does not apply any filters by default, so all Staff members display until these options are selected.

    

5. Close the filter window by clicking outside of the window or pressing [Esc] on your keyboard.

What is a Staff account? A Staff account lets you provide access to individuals who need to manage inventory, availability, or bookings.

Where can I quickly find this feature using the menu?

• Calendar > Schedule Grid

What permissions are required to use this feature?

• Admin or restricted permissions to View calendars and Create bookings.

What product availability does the schedule grid display?

• The schedule grid only displays products with Timeslots availability.

Can I save my customized view of the Schedule Grid?

• Yes, you can bookmark or share the URL to revisit the same view later or send it to others to reference.

  
   

Next Steps

You can continue to the next article in this series to learn more about changing booking statuses from the Bookings Tab of the Schedule Grid.

< Adjusting the layout of the Schedule Grid   |   Changing booking statuses from the Bookings Tab of the Schedule Grid >