Find and filter scheduled work

Use this guide when the Schedule page has many events and you need to find the right one quickly.

Finding the right event matters because it helps your team answer customer questions, prepare for the next appointment, and avoid changing the wrong scheduled item.

Filters & Settings panel open showing view mode options (Table, Calendar, Whiteboard, Progress), calendar range buttons (1 Day, 3 Day, 5 Day, Month), and visible hours options (Full Day, Extended, 9-5, 4 Hour) — Open Filters & Settings to control which view you see, how many days are shown, and which hours are visible.

Before you start

Open Schedule.
Know what you are looking for, such as the customer name, vehicle, event type, date, or staff member.
If you are looking for your own work, make sure events are assigned to you.

Search by name, vehicle, or notes

Click the Search field
The Search field is near the top of the Schedule page. It looks like a text box with a magnifying glass icon.
Type what you know
Type a customer name, vehicle make, vehicle model, license plate, event type, or a word from the notes.
You do not need to type the full word. Start with the part you know. For example, typing "Porsche" will show all events connected to a Porsche.
Review the results
The schedule updates instantly to show only matching events. Non-matching events are hidden.
If nothing appears, remove part of the search and try a broader word.
Clear the search when finished
Delete the search text or click the X to clear it. The full schedule reappears.

Show only work assigned to you

Click Assigned to me
Click Assigned to me near the top of the Schedule page. This button acts as a toggle.
Review your filtered schedule
The page shows only events assigned to your user account. Everything else disappears from view.
This is helpful at the start of the day when each person needs to see their own work without distractions.
Click Assigned to me again to turn it off
When you need to see the whole team's schedule again, click Assigned to me one more time. All events return.

Find bookings that need approval

Schedule page with Needs Approval filter active and pending booking requests highlighted — Click Needs Approval to focus on online booking requests that still need a yes or no from your team.

Look for Needs Approval
If any customer bookings need review, a Needs Approval button appears near the top of Schedule. A number badge shows how many are waiting.
Click Needs Approval
The page shows only bookings waiting for a team member to approve, decline, or suggest a new time.
Open each booking
Click an event to review the customer, vehicle, requested time, and notes before making a decision.

For step-by-step instructions to approve, decline, or suggest a new time, follow Approve or decline a customer booking request.

Change the calendar date or time range

Click Filters & Settings
Click Filters & Settings near the top-right area of Schedule. A panel slides open.
Make sure Calendar view is selected
In View Mode, make sure Calendar is highlighted. If you are in Table or Progress view, click Calendar to switch back.
Choose the number of days
Use 1 Day, 3 Day, 5 Day, or Month to control how much time you see at once.
- Use 1 Day for a busy day with many details — each event gets more visual space.
- Use 3 Day when you are planning a few days ahead.
- Use 5 Day for a full work week overview.
- Use Month when you need a wide planning view to spot gaps or busy periods.
Use Today or the arrows to navigate
Click Today to jump back to the current day. Use the left and right arrows to move backward or forward through time.
Choose the visible hours
Use Full Day, Extended, 9 - 5, or 4 Hour to control which hours are shown on the calendar.
- 9 - 5 hides early morning and late evening hours so the workday is easier to read.
- Full Day shows all 24 hours in case events happen outside normal hours.
- If an event seems missing, switch to Full Day — the event may be outside the hours you are currently viewing.

Schedule calendar in 3-day view showing Tuesday through Thursday with color-coded events in their time slots — The 3 Day view gives a focused look at the next few days. Use it when 5 days feels too wide.

Switch to Table view for a detailed list

The Table view shows your scheduled events as rows in a sortable list. This is useful when you want to scan many events quickly or sort by a specific column.

Schedule in Table view showing events listed with columns for date and time, event type, status, vehicle, customer, and description — Table view turns the schedule into a sortable list. Use it when you need to see details for many events at once.

Open Filters & Settings
Click Filters & Settings near the top-right of Schedule.
Choose Table
In View Mode, click Table. The page changes from a calendar grid to a list of rows.
Sort and scan
Click any column header to sort. For example, click Date & Time to see events in order, or click Status to group completed and scheduled events together.
Show or hide columns when needed
In Filters & Settings, use the column controls to show helpful fields such as Billing or hide columns your team does not need on a small screen.
Expected result: The table matches how your team actually works — for example, billing status visible for front-desk staff.

Choose the best view for the job

Calendar is best for seeing time and availability. Use it when you need to answer "What is happening at this time?"

Table is best for sorting, scanning many events, and reviewing details across columns. Use it when you need to answer "Show me all events this week sorted by status."

Whiteboard is best for a visual card list of scheduled work. Use it when your team likes to see work as movable cards.

Progress is best for tracking work through stages like To Do, In Progress, and Done. Use it when you need to answer "What still needs to be finished?"

Use full-screen mode on a large monitor

Click Full screen
On Schedule, click Full screen near the top-right.
Expected result: The schedule opens in display mode for a TV or wall monitor. Your filters and view choice stay the same — only the layout gets larger.
Exit when you are done
Click Exit full screen or press Escape on a keyboard.
Expected result: You return to the normal dashboard Schedule page.

For a full walkthrough, see Use full-screen schedule display.

Switch to Month view and open one day

Open Filters & Settings
Click Filters & Settings and make sure Calendar is selected.
Choose Month
Click Month under the calendar range buttons.
Expected result: You see a month grid instead of hour-by-hour columns.
Click a day
Click any day on the grid.
Expected result: A panel or dialog lists every event that day. You can open an event from the list or add a new one for that date.

Schedule Month view showing a calendar grid with events on multiple days — Month view is helpful for planning ahead. Click a day to see the full list for that date.

Switch to Whiteboard view

Open Filters & Settings
Click Filters & Settings near the top-right of Schedule.
Choose Whiteboard
In View Mode, click Whiteboard. The calendar grid changes to a card-style layout.
Scan cards by customer or vehicle
Each card shows key details so you can spot work quickly. Click a card to open full event details.
Expected result: You can browse scheduled work without focusing on exact clock times.

Schedule Whiteboard view showing scheduled work as cards grouped in a visual layout — Whiteboard view shows scheduled work as cards. Use it when your team thinks in tasks more than clock times.

What success looks like

After filtering or changing views:

You can see only the events that match your current task.
You know whether you are viewing one day, several days, a month, or a filtered list.
You can open the correct event without guessing.
You can turn filters off when you need the full team schedule again.

Troubleshooting

What to do next

After you find the right event, click on it to review its details. If something needs to change, continue with Update, assign, or reschedule an event.