Scheduling: How to View Scheduling Groups in Overview View

💡 TIP: If you haven't already, learn how to set up your scheduling groups HERE

Select [Scheduling]
Select [Overview]
Select [Add Filter]
Select [Client Information]
Select the [Scheduling Group] you wish to view on the calendar.
Select the options you wish to view on the calendar
Select [APPLY]
Change the calendar view to [Timeline]
Change the group by to [Client]. Be sure to toggle on [unassigned] if that is needed.
Select the NEWLY ADDED Option, [Organize By] to the Scheduling Group you wish to view on the calendar.
The Scheduling Groups will now show up on the left hand menu bar with the options to collapse or un-collapse as needed.

Select [Scheduling]
Select [Overview]
Select [Add Filter]
Select [Staff Information]
Select the [Scheduling Group] you wish to view on the calendar
Select the options you wish to view on the calendar
Select [APPLY]
Change the calendar view to [Timeline]
Change the group by to [User]. Be sure to toggle on [Show Unassigned] if that is needed.
Select the NEWLY ADDED Option, [Organize By] to the Scheduling Group you wish to view on the calendar.
The Scheduling Groups will now show up on the left hand menu bar with the options to collapse or un-collapse as needed.

Learn how to group by Client or User and organize by Scheduling Groups in the OverView and Timeline views.