The Booking Filters retrieve specific booking details based on the filter criteria provided. The filter criteria provided can be the Date filter, Service Location filter, Delivery Location filter, or Advance Filter.
The filters applied in the Booking page are saved for future use.
How to Set Date Filter?
The Date filter is used to view the Booking details for the specific date or selected date range. By default, the Date filter is set to Today i.e. present date.
To set the Date filter:
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Click the Calendar icon to select the specific date or specific month or
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Click the left and right navigation buttons to select the required day/month
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You can reset the date to the present date by clicking Today
While selecting the day/month using Calendar or navigation buttons, the data on the Booking screen are loaded based on the selected Date filter.
The Service Location filter is used to view the Booking details based on the selected Service Location(s). In the Service Location search, the locations associated with the client/professional will appear. By default, the Service Location associated with the logged-in client will be selected.
To set the Service Location(s) filter:
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Search the Service Location and the locations matching appears in the search window
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Select the required Service Location(s). Note that you can select multiple Service Locations
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Click the tick icon to apply the Service Location filter
On selecting the Service Location(s), the data on the Booking screen are loaded based on the selected Service Location filter.
How to Set a Delivery Location Filter?
The Delivery Location filter is used to view the Booking details based on the selected Delivery Location(s) that is associated with the selected Service Location. In the Delivery Location search, the locations associated with the Service Location of the client/professional will appear.
To set the Delivery Location(s) filter:
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Search the Delivery Location and the locations matching appears in the search window. Note that Delivery Location(s) will appear only if the selected Service Location has a delivery attached to it
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Select the required Delivery Location(s). Note that you can select multiple Delivery Locations
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Click the tick icon to apply the Delivery Location filter
On selecting the Delivery Location(s) that are associated with the Service Location, the data on the Booking screen are loaded based on the selected Delivery Location filter.
How to Set an Advance Filter?
The Advance Filter applies customisable search criteria to refine and narrow down data and allows you to filter data by specifying conditions with multiple values. The Booking screen data can be filtered based on Expertise, Member Name, Qualification, or Shift Type.
To set the Advance Filter:
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Click the pull-out Advance Filters and the Advance Filters pop-up window appears
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Select the Filter By. You can filter the data by Expertise, Member Name, Qualification, or Shift Type
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Select the Conditions. You can set the condition as Include, or Exclude
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Select Value. Based on the selected Filter By option, the Values will appear:
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Expertise – Shows all the available Expertise value
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Member – Shows all the Member names' values
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Qualification – Shows all the available Qualifications values
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Shift Type – Shows all the Shift Types values
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Click Apply and the Booking screen will be filtered based on the applied filters
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To clear the existing filter criteria, click Clear or cross the icon
