< Viewing the Schedule < Column View by Client Area

Each client can belong to an "Area" so that the Schedule can be viewed by "Client Area" revealing only "clients who live in the same area."

To find out more about setting up client areas, see Adding an Area.

ON DESKTOP:

Navigate to Scheduler > Schedule > Column View
STEP 1

 

How do I sort the Column View of the Schedule by Client Area?

  • To view the Schedule by Client Area, click on the drop-down menu for "All Client Areas" and select the Area for which you would like to view services.

schedv6-col-view-clientarea1.jpg

The Schedule will automatically sort by the Client Area selected.

  • You can assign one area to each client record under the client's "Settings" tab. See Client Areas for more information.

schedv6-col-view-clientarea2.jpg

        ON MOBILE:

STEP 1

  • Tap the Navigator, and select Scheduler > Schedule > Column View

STEP 2

  • Tap the double-arrows just underneath the "Actions" button.

    • This will display several drop-down menus to sort your schedule.

  • Tap on the "All Client Areas" drop-down.

STEP 3

  • Tap the Client Area for which you would like to view on the schedule.

  • Then tap "Done".

  • Now you can view the Schedule by Client Area.

    • In this example, clients Heafield and Hellier are clients in the Gainesville area and have services (walks) in the morning​.

  • The first column on the Schedule will be displayed (i.e. Morning).

  • To scroll through the other columns on the Schedule (i.e. Midday, Afternoon), tap the arrows on either side of the column header.

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