How To Filter Staff on the Scheduler in Tradify Web

Today we will show the steps to filter and change which staff members you are viewing on the scheduler.

 

Instructions

To get started:

  1. Head to 'Scheduler'
  2. Click the small '>' button on the left of the scheduler

    Screenshot 2023-10-03 at 4.34.13 PM.png

  3. This will bring up the staff list and jobs list, here you can tick or untick staff members to change the view.

    Screenshot 2023-10-03 at 4.33.26 PM.png

  4. once unticked this will remove that users jobs from the Scheduler view. See below for reference to this.

    Screenshot 2023-10-03 at 4.33.40 PM.png

  5. All done, you've now filtered your scheduler view! 

 

Additional Information

For more info on the scheduler see here: Scheduling Jobs in the Scheduler

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