How do I filter for specific staff, services, and locations on the main schedule?

Opus1's schedule filters are a great tool for you and your admins to get a snapshot of specific lessons, teachers, rooms and locations.

Your main schedule in Opus1.io allows you to conveniently filter for appointments, sessions, and events by assigned staff, services type, and locations/rooms.  To use filters on your main schedule,  you will first need to click the show filters dropdown on the top left of the calendar as shown below.

Screenshot 2024-02-07 at 9.26.47 AM

 

When filter table is open, you will gain the ability to filter for staff, services and locations:  

Screenshot 2024-02-07 at 9.32.13 AM

To select a specific teacher, service or location, press the dropdown box which will offer you options to select:

Screenshot 2024-02-07 at 9.34.29 AM

You can select one or multiple filters. Your selected filters will appear above your calendar.  Here, I am filtering for all of Teacher Kevin, Teacher Andrew and Teacher Eric's lessons at my Grant, Moffett and Palo Alto locations. Screenshot 2024-02-07 at 9.42.58 AM

Note: location filters are persisted in your browser. If you are an admin at a particular location, for example, you can set the location filter once and it will remain set until removed.

In the example below, I'm filtering for all of my Guitar Makeup services at my Palo Alto location for the week of 2/4 - 2/10.  This is particularly useful for an admin who is looking for available slots and teachers to book a guitar makeup lesson for a student.  

Screenshot 2024-02-07 at 9.47.52 AM

You can also refine your search even further for a particular teacher:

Screenshot 2024-02-07 at 9.53.38 AM