Watch this 2-minute video for an overview of how to apply Scheduler filters, and save (or clear!) your preferred Scheduler view.
How to Save a Preferred View in the Calendar
Overview
Saving a preferred view allows you to customize how your calendar is displayed—whether you want to focus on specific practitioners, arrange them in a certain order, or filter by location or schedule type. This helps streamline your workflow and ensures you see only the information that matters most to you.
Steps to Save a Preferred View
- Adjust Your Calendar Settings
- Select the practitioners you want to display
- Arrange them in your desired order
- Apply any additional filters (such as location or calendar view)
- Save the View
- Click on More
- Select Save View
- Confirm the Saved View
- Refresh the calendar
- Your customized view will load automatically