How to Enable Staff Member Filters
Updated 7/18/2022
PRICING TIER: Silver and Gold
APPOINTMENT VERSION: Single & Multiple
Staff Filters allow you to quickly narrow your search for the appropriate staff member on the administrative side of the system as well as the customer view. Turning on Staff Filters requires a few steps of setup.
CLICK: Settings Tab > Staff Members > Preference #11
Preference #13 allows you to add the ability to search for staff members with 5 different choices: Areas, Languages, Offerings, Subjects and Levels. If the default field names do not meet your needs, you will be able to rename them later. After selecting the search fields you would like to use, make sure to Update the page.
To rename the search fields:
CLICK: Settings Tab > Terms > Preference #12Since you enabled the filters in the Staff Members pereferences, you will now see these same fields in the terms section and can make your appropriate changes.
With the first two steps, you have enabled Staff Filters for the administrative side and renamed the fields. If you would like to have the filters displayed on the customer view, follow these steps:
CLICK: Settings Tab > Customer View > Preference #44 > Enable the search fields you setup previously > Update
NOTE - Used to point out something to the reader so it stands outNOTE:
If you changed any of the names of these fields in step 2 you'll notice that the original names (Areas, Languages, etc) are still there and were not replaced by your new Labels. Your new chosen titles are the ones that will show up in the search fields, while the original names are simply placeholders. You will be able to confirm this in the next step.
You can now populate the filters with the appropriate options. To do this, click on the "Lists" tab. The filtering fields you have enabled will be listed on the left. If you renamed these fields the new name will be used. Select one of the search filter names and select "Add New [search filter name]". Enter the filter details and select "Add". Add as many search filter items as necessary.
Now that you've got the correct filter criteria loaded into the system, you can start associating your staff members with the proper filters. To do so:
CLICK: Staff Members Tab > Select a staff member profile > Select a search filter > Check the appropriate filters > Update
To test your changes, click on the "Appointments" tab. Beneath the calendars on the left, you'll notice a link for "Staff Search". Clicking this will allow you to filter your staff using the criteria you've created. Also, if you've opted to allow your customers to utilize the filters they can now filter with the same options.
NOTE:
In order for proper filtering of your staff please insure the next drop down box after the filter is your Staff.
Settings > Customer View> Display the drop down for services before the drop down for Staff Members (only applies to the calendar style front end). Must be set to "No"