In this article, we’ll guide you through the initial setup of calendar filters in Pabau.
Calendar filters help you customise your view so you can focus only on what’s relevant to your daily schedule - whether that’s specific practitioners, services, rooms, or locations. This makes managing appointments quicker, clearer, and more efficient.
NOTE: To learn more about using the calendar, please check out this article.
Step 1: Access Calendar
First, log in to your Pabau account, and in the left sidebar menu, click on Calendar.
Step 2: Access the Calendar Filter
Once you open the calendar, you’ll see calendar filter in the top-left corner. Click to open filter options on the right.
Step 3: Set Filter Options
You can customize your calendar view by filtering appointments based on the following criteria:
Locations – Select one or more clinic locations to display only appointments taking place at those specific sites.
Employees – Choose particular staff members to focus on their scheduled appointments.
You can also filter appointments by teams for a broader view. To learn more, please refer to our How to Filter by Teams in the Calendar article.
Rooms – Filter appointments by the rooms where services will be provided, helping you manage space effectively.
Appointment Statuses – View appointments according to their current status, such as confirmed, cancelled, or pending, so you can prioritize accordingly.
Services – Narrow down the calendar to show specific services or treatments, like consultations or follow-ups, that are relevant to your needs.
After setting your preferences, click ''Apply Filters'' to update your calendar with the selected criteria. If you want to clear all filters and return to the full calendar view, simply click ''Reset All'' at the bottom of the filter panel.
Once your filters are applied, a number will appear on the filter icon indicating how many filter options are currently active.
NOTE: Calendar filters affect only your personal view and do not change what other team members see.
By following these steps, you can easily customize your calendar view to match your workflow, helping you stay organised and focused throughout the day.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.