CM Lite - This article explains how to use the filter options in the appointments calendar to view appointments by worker and/or client.
To filter the appointments in the calendar:
- Click on the Appointments tab.
- Using the two drop-down menus in the Filter by section, select the workers and/or clients whose appointments you want to see. You can put one or multiple workers/clients in either field, or both fields.
- Select Apply. Now only appointments involving all of the workers and/or clients in the filters will show in the calendar.
- To deselect one or all of the filter options, select the x next to the name of the worker/client.
- Select Apply to apply the new filter settings.