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Mission Control View Modes

Mission Control offers several view modes. Pick the one that matches the work in front of you.


View Modes Overview

Available View Modes

Mission Control has up to 12 view modes. Some appear only when the day has matching bookings.

  1. Workflow - Status columns you drag bookings through

  2. Pets - Bookings grouped by pet (the default view)

  3. List - Scrollable list with grouping options

  4. Run Sheet - Detailed cards with form answers and notes

  5. Photos - Large pet photo tiles

  6. Roster - Rows for each team member and resource, by start time

  7. Grid - One tile per team member and resource, with pet photos and capacity. Appears when bookings have team members or resources assigned. Not available on smaller screens

  8. Stays - Stays active on the selected date. Appears only when a stay is active

  9. Team Members - Columns for each team member and resource. The tab reads Resources or Resources & Team when bookings have resources. Appears only when bookings have team members or resources assigned

  10. Services - Columns for each service

  11. Spotlight - Swimlanes for operational queues such as notes, report cards, and late arrivals

  12. Courses - Course bookings only. Appears only when course lessons are in view

Switching Between Views

The view mode buttons sit in the Mission Control toolbar.

  1. Find the view mode buttons in the toolbar

  2. Select the view you want

  3. Mission Control remembers the last view you used

Hide views you do not use

If you do not need every view tab, hide it from the Day or Week menu next to the date picker.

  1. Open the Day or Week menu

  2. Under Views, turn off a view to hide its tab

  3. Turn the view back on to show the tab again

You cannot hide the last remaining view. Hidden views stay hidden until you show them again.

View Persistence

Mission Control remembers your last selected view mode, so you don't need to switch every time you return.


List View

Traditional appointment list with grouping and sorting.

When to Use List View

Best for:

  • General-purpose appointment viewing

  • Businesses with mixed service types

  • Scanning all appointments quickly

  • Detailed information review

  • Getting started with Mission Control

Business types:

  • Multi-service pet businesses

  • Mobile groomers

  • General pet services

  • Any business type as a default

List View Features

Compact Appointment Cards:

Each appointment displays:

  • Pet name and photo

  • Owner name

  • Service type

  • Appointment time

  • Status badge

  • Team member assignment

  • Resource assignment

  • Quick action menu (three dots)

Scrollable Interface:

  • Scroll through all appointments

  • Grouped sections (if grouping enabled)

  • Headers for each group

  • Appointment count per group

Quick Actions Menu:

Click the three dots on any appointment card to:

  • View appointment details

  • Update status

  • Process payment

  • Edit appointment

  • Cancel appointment

  • More options

Grouping Options in List View

List View supports multiple grouping modes:

Group by Appointment Status (Default):

Appointments are organised by their current status:

  • Pending

  • Confirmed

  • In Progress

  • Completed

  • Ready to Pay

  • Paid

  • Cancelled

Group by Start Time:

Appointments grouped by time periods:

  • Morning (6am-12pm)

  • Afternoon (12pm-6pm)

  • Evening (6pm onwards)

Group by Team Member:

Appointments grouped by assigned team member:

  • Each team member gets a section

  • Unassigned appointments grouped separately

  • Shows appointment count per team member

Group by Resource:

Appointments grouped by assigned resource:

  • Each resource (space/room) gets a section

  • Unassigned appointments grouped separately

  • Shows appointment count per resource

Changing grouping:

  1. Find the "Group by" dropdown in the toolbar

  2. Select your preferred grouping

  3. List reorganises instantly

Sorting in List View

Within each group, appointments can be sorted:

  • Pet Name (A-Z) - Alphabetical by pet

  • Arrival Time - Chronological order

  • Service Name - Alphabetical by service

  • Stay Duration - Longest to shortest (for stays)

  • Course Session - Session number order (for courses)

Changing sort:

  1. Find the "Sort by" dropdown in the toolbar

  2. Select your preferred sort

  3. List reorders instantly

List View Best Practices

  • Use Status grouping for workflow management

  • Use Time grouping to see busy periods

  • Use Team grouping to distribute workload

  • Use Resource grouping for facility management

  • Combine with filters to narrow the list


Workflow View (Kanban)

Visual drag-and-drop interface for managing appointment status workflows.

When to Use Workflow View

Best for:

  • Processing appointments through stages

  • Visual workflow management

  • Quick status updates

  • High-volume operations

  • Team collaboration

Business types:

  • Busy daycare facilities

  • High-volume grooming salons

  • Training centres

  • Any business processing many appointments daily

Workflow View Layout

Appointments are organised into columns representing status stages. Live column names:

Confirmed

  • Confirmed bookings waiting to start

In Progress

  • Service currently being performed

Ready to Pay

  • Completed, Ready to Pay, and Payment Declined (invoice waiting to be collected)

Checked out & Paid

  • Paid and related closed payment statuses

Stay appointments can also show Stay Arrivals and Stay Departures when those pets are on site.

There is no column named Ready for Pickup. Ready to Pay is the payment column.

Cards only move forward. You cannot drag back from Ready to Pay to In Progress. Use Undo Check Out on the appointment or its Mission Control card to send Ready to Pay back to the status it held before check out. Undo Check In only works from In Progress back to Confirmed.

Drag-and-Drop Status Updates

The core feature of Workflow View is drag-and-drop status management:

How it works:

  1. Turn Drag Lock off in the Mission Control toolbar (it is on by default so cards cannot move by accident)

  2. Click and hold an appointment card

  3. Drag it to a later column

  4. Release to drop

  5. Appointment status updates automatically

Example workflow:

  1. Pet arrives → drag from Confirmed to In Progress

  2. Service complete → drag from In Progress to Ready to Pay

  3. Payment taken → the card moves to Checked out & Paid

If you drop into Ready to Pay by mistake, you cannot drag the card back. Use Undo Check Out on the appointment or its Mission Control card. See I dragged an appointment to Ready to Pay by mistake.

Drag Lock Safety Feature

To prevent accidental status changes, Workflow View includes a drag lock toggle:

Drag Lock ON (Default):

  • Cards cannot be dragged

  • Prevents accidental status changes

  • Safe for browsing

Drag Lock OFF:

  • Cards can be dragged between columns

  • Status updates on drop

  • Active workflow management

Toggle location: Find the lock icon in the toolbar

Why drag lock exists:

  • Prevents accidental touches on tablets

  • Avoids unintended status changes while scrolling

  • Provides intentional workflow control

  • You can browse safely without worry

Best practice:

  1. Keep drag lock ON while reviewing appointments

  2. Turn drag lock OFF when actively processing status changes

  3. Turn drag lock back ON when done

Kanban Card Details

Each card in Workflow View shows:

  • Pet photo

  • Pet name

  • Owner name

  • Service type

  • Appointment time

  • Team member (if assigned)

  • Resource (if assigned)

  • Special attention badges (medical, birthday, etc.)

Column Counts

Each column header displays the count of appointments in that status, helping you see workflow bottlenecks at a glance.

Mobile Workflow View

On mobile devices, Workflow View is optimised for touch:

  • Swipe horizontally to see different columns

  • Touch and hold to drag cards

  • Drag lock toggle prevents accidents

  • Haptic feedback on successful drop (if device supports)

Workflow View Best Practices

  • Turn drag lock OFF before processing appointments

  • Process left to right - move appointments through stages

  • Check column counts - identify bottlenecks

  • Use on tablets - perfect for reception desk use

  • Combine with filters - focus on specific services or team members

  • Remember to turn drag lock back ON when done

Workflow View vs Calendar Drag-and-Drop

Workflow View dragging:

  • Changes status only

  • Does NOT change appointment time

  • Moves between status columns

Calendar View dragging (in Appointments page):

  • Changes time/date

  • Does NOT change status

  • Moves to different time slots

Use Workflow View for: Status management
Use Calendar View for: Time rescheduling


Pets View

Pet-centric organisation showing which pets are coming and when.

When to Use Pets View

Best for:

  • Pet-focused businesses

  • Daycare facilities

  • Training centres

  • Businesses that think "which dogs are coming" rather than "which appointments"

Business types:

  • Dog daycare

  • Group training classes

  • Pet socialisation services

  • Multi-pet appointment businesses

Pets View Layout

Appointments are displayed with emphasis on the pet:

Pet Information Prominent:

  • Large pet photo

  • Pet name in large text

  • Breed badge

  • Owner name in smaller text

Appointment Details:

  • Service type

  • Arrival time

  • Duration

  • Status badge

Default Grouping:

Pets View automatically groups by Start Time:

  • Morning arrivals

  • Afternoon arrivals

  • Evening arrivals

Why Pets View is Different

Instead of thinking about "appointments", Pets View helps you think about "which pets are coming":

  • Visual pet recognition - Photos help staff identify pets quickly

  • Arrival-focused - Organised by when pets arrive

  • Perfect for check-ins - Great for reception desk use

Pets View Best Practices

  • Use for daycare - See all dogs coming today

  • Print for the day - Quick reference sheet

  • Reception display - Help staff identify arriving pets

  • Combine with filters - Filter by special attention needs

  • Sort by pet name - Alphabetical reference


Stays View

Specialised view for overnight boarding and multi-day appointments.

When to Use Stays View

Best for:

  • Boarding kennels

  • Overnight stay facilities

  • Pet hotels

  • Multi-day care services

Business types:

  • Boarding and kennels

  • Overnight pet care

  • Extended stay services

  • Holiday boarding

Note: The Stays tab appears only when a stay is active on the selected date.

Stays View Features

Active Boarders Card:

Shows pets currently staying overnight:

  • Pet name and photo

  • Owner name

  • Check-in date

  • Check-out date

  • Duration (nights)

  • Kennel/room assignment

  • Stay phase (Active, Checking out today, Past)

Stay Duration Display:

Each stay shows:

  • Check-in date and time

  • Check-out date and time

  • Total nights

  • Current day of stay (e.g., "Day 3 of 5")

Phase Indicators:

Stays are colour-coded by phase:

  • Upcoming - Checking in soon (blue)

  • Active - Currently boarding (green)

  • Checking out today - Departing today (amber)

  • Past - Already checked out (grey)

Stay Grouping Options

Group by Resource (Default):

Stays grouped by kennel or room:

  • Kennel A

  • Kennel B

  • Premium Suite

  • Unassigned

Group by Stay Phase:

Stays grouped by current phase:

  • Checking in today

  • Active boarders

  • Checking out today

  • Completed stays

Stays View Best Practices

  • Use for kennel management - See which rooms are occupied

  • Morning review - Check who's checking in/out today

  • Resource planning - Allocate kennels efficiently

  • Combine with week view - See full week of boarders

  • Filter by resource - Focus on specific kennels


Team Members View

Appointments in columns by team member and resource. The tab reads Team Members, Resources or Resources & Team, depending on what the day's bookings have assigned. The Resources View and Resources & Team View sections below describe the same view. It appears only when bookings have a team member or resource assigned.

When to Use Team Members View

Best for:

  • Team-based scheduling

  • Mobile service businesses

  • Businesses where "who" matters more than "where"

  • Workload distribution

Business types:

  • Mobile grooming

  • In-home training

  • Team-based daycare

  • Multi-groomer salons

Team Members View Layout

Columns:

Each team member gets a column, headed by their name and a count of pets. The column lists every booking assigned to them, with status badges.

Unassigned column:

Bookings with no team member or resource sit in Unassigned, the last column.

Card actions

Select a booking card to open its quick menu. With Drag Lock off, drag a card to another column to reassign the booking.

Team Members View Best Practices

  • Use for workload balancing - See who's busy and who's available

  • Assign from this view - Drag appointments to team members (if drag enabled)

  • Mobile services - Perfect for dispatching groomers

  • Check current status - See who's with which pet right now

  • Combine with day view - Focus on today's assignments

Split Grooming Teams

For grooming businesses where team members have different roles (e.g., prep vs. styling), Team Members View helps you manage split workflows:

Common split team structure:

  • Grooming Assistants - Handle bathing, drying, brushing, nails, paw pads, hygiene, desheds

  • Groomers - Handle clipping, scissoring, styling, difficult dogs, aggressive pets, puppy first grooms

How to use for split teams:

  1. Select Team Members

  2. Each team member appears as a separate column

  3. See at a glance what each person is working on

  4. Identify special needs dogs that only certain team members can handle

Benefits for split grooming:

  • Plan handoffs between assistants and groomers

  • Identify which dogs need the groomer's attention (aggressive, special needs)

  • See capacity at a glance - 2 columns means you have help that day

  • Balance workload across your team

Tip: For the best "side-by-side column" experience similar to traditional grooming boards, use the Appointments page with Group By set to Team Members in Timeline View. Mission Control's Team Members View shows the same bookings in one column per team member.


Resources View

The same view as Team Members View. Its tab reads Resources when the day's bookings have resources assigned but no team members.

When to Use Resources View

Best for:

  • Facility-based businesses

  • Businesses where "where" matters more than "who"

  • Space management

  • Capacity planning

Business types:

  • Facility-based daycare

  • Boarding with multiple rooms

  • Training with multiple areas

  • Grooming with multiple stations

Resources View Layout

Columns:

Each resource gets a column, headed by its name and a count of pets. A booking with more than one resource appears in each of those columns. Bookings with no team member or resource sit in Unassigned.

Card actions

Select a booking card to open its quick menu. With Drag Lock off, drag a card to another column to reassign the booking.

Resources View Best Practices

  • Use for facility management - See which areas are busy

  • Capacity monitoring - Ensure you're not over-booking spaces

  • Room assignments - Allocate kennels or play areas

  • Equipment scheduling - Manage shared equipment

  • Combine with week view - Plan resource allocation across the week


Resources & Team View

The same view as Team Members View. Its tab reads Resources & Team when the day's bookings have both team members and resources assigned.

When to Use Resources & Team View

Best for:

  • Businesses using both team and resource assignments

  • Complex scheduling needs

  • Full visibility requirements

  • Large screen users

Business types:

  • Full-service pet businesses

  • Facilities with team-based assignments

  • Businesses managing both "who" and "where"

  • Complex operations

Resources & Team View Layout

One board of columns, in this order:

  1. Shared columns for bookings with both a team member and a resource, such as Sarah + Grooming Station 2

  2. Team member columns

  3. Resource columns

  4. Unassigned

Bookings with a team member and a resource

A booking with both a team member and a resource sits in the shared column for that pair, not in the team member's or the resource's own column:

Example:

  • Appointment: "Bella's Grooming"

  • Team member: "Sarah (Groomer)"

  • Resource: "Grooming Station 2"

Appears:

  • Under Sarah + Grooming Station 2

The column name shows who is doing the work and where.

Resources & Team View Best Practices

  • Use on large screens - More columns fit side by side

  • Full operational visibility - See everything at once

  • Complex scheduling - Manage both assignments simultaneously

  • Not recommended for mobile - Too cramped on small screens

  • Switch to tablet landscape - Works well on tablets in landscape mode


Photos View

Visual grid of pet photos for quick identification and status overview.

When to Use Photos View

Best for:

  • Visual pet identification at a glance

  • Daycare check-in with photos

  • Quick status overview with pet faces

  • Businesses with many pets in care simultaneously

Business types:

  • Dog daycare

  • Boarding facilities

  • Any high-volume pet care operation

Photos View Layout

Each pet is displayed as a photo tile showing:

  • Pet photo (large, prominent)

  • Pet name

  • Service type

  • Status badge

  • Quick action access

Photos View Best Practices

  • Use for visual check-ins where recognising the pet matters

  • Great for team handoffs where staff need to identify pets quickly

  • Combine with filters to focus on specific service types or statuses

  • Works well on tablets for reception desk use


Spotlight View

Spotlight groups today's appointments into swimlanes for the queues you work during the day: special care, late arrivals, photos and notes, report cards, and similar.

Empty swimlanes stay hidden. A visit can appear in more than one swimlane.

Report cards in Spotlight

If Communications Booster is on, or the account is on Enterprise, Spotlight includes Report Cards to Send and Report Cards Sent. These only list finished visits that have customer-visible notes or photos.

To send the queue:

  1. Open Report Cards to Send

  2. Select Bulk Send

  3. Confirm the visits with a mobile number

  4. Select Send report card (or Send N cards when sending more than one)

For the single-appointment send, preview, and print path, see Report Cards.


Choosing the Right View Mode

Quick Selection Guide

I want to see...

  • All appointments in a list → List View

  • Visual status workflow → Workflow View

  • Which pets are coming today → Pets View

  • Who's boarding overnight → Stays View

  • What each team member is doing → Team Members View

  • Which rooms/spaces are busy → Resources View

  • Both team and resources → Resources & Team View

  • Which pets by photo → Photos View

  • Which report cards still need sending → Spotlight View

By Business Type

Daycare Facilities:

  • Primary: Pets View or Workflow View

  • Secondary: Resources View

Boarding/Kennels:

  • Primary: Stays View or Resources View

  • Secondary: List View

Mobile Groomers:

  • Primary: Team Members View

  • Secondary: List View

Training Centres:

  • Primary: Pets View or Team Members View

  • Secondary: List View

Full-Service Pet Business:

  • Primary: List View or Workflow View

  • Secondary: Resources & Team View

Multi-Location Businesses:

  • Primary: Resources View

  • Secondary: Resources & Team View

By Task

Daily operations workflow:

  1. Start with List View or Pets View - See what's coming

  2. Switch to Workflow View - Process through the day

  3. Use Team Members View - Assign work

  4. End with List View - Final review

Morning check-in:

  • Use Pets View - See who's arriving

  • Or Workflow View - Move to In Progress

Payment processing:

  • Use List View grouped by status

  • Filter to "Ready to Pay"

Room/space allocation:

  • Use Resources View

  • Check capacity and assign

Team workload distribution:

  • Use Team Members View

  • Balance appointments across team


View Mode Combinations

View Mode + Filters

All view modes work with filtering:

Example combinations:

  • Workflow View + "Confirmed status only" = See only confirmed appointments in workflow

  • Pets View + "Special attention" = See pets with medical/behavioural needs

  • Team Members View + "Specific team member" = Focus on one person's schedule

  • Resources View + "Specific resource" = Focus on one room/area

  • List View + "Service type" = See only grooming appointments

View Mode + Search

Search works across all view modes:

  • Search for "Bella" in Workflow View - Shows Bella in her current status column

  • Search for "Grooming" in Pets View - Shows only pets with grooming services

  • Search for owner name in any view - Filters to that owner's pets

View Mode + Day/Week Toggle

All view modes work in both Day and Week view:

  • Week + Workflow View = See full week workflow across all days

  • Week + Pets View = See which pets are coming across the whole week

  • Week + Stays View = See boarders checking in/out across the week

Week view tip: Use weekday filtering to focus on specific days while keeping your preferred view mode.


View Mode Shortcuts and Tips

Mobile View Mode Switching

On smaller screens, select View in the bottom bar to open Select View, then choose a view. Grid is not available there.

Remember Your Preference

Mission Control remembers:

  • Last selected view mode

  • Hidden view tabs

  • Last grouping setting (for List View)

  • Last sort order

  • Drag lock state (for Workflow View)

You don't need to reconfigure each session.

Switching View Modes Quickly

Desktop:

  • Click view mode icons in toolbar

Mobile:

  • Tap View in the bottom bar

  • Tap a view in Select View


Troubleshooting View Modes

Q: I don't see a view that used to be in the toolbar

A: Open the Day or Week menu next to the date picker and turn that view back on under Views.

Q: I don't see Stays View

A: The Stays tab appears only when a stay is active on the selected date. If a stay is active and the tab is still missing, turn Stays on under Views in the Day or Week menu.

Q: Resources & Team View is too cramped on my screen

A: Every team member, resource and pairing gets its own column, so this view needs a wide screen. Scroll sideways to see more columns, filter to one team member or resource, or use a larger monitor.

Q: Drag and drop isn't working in Workflow View

A: Check that drag lock is turned OFF (unlock icon). Drag lock prevents accidental dragging and must be disabled to move cards.

Q: My view keeps resetting

A: Mission Control saves your last view in this browser. Private or incognito windows do not keep it.

Q: Can I see Workflow View on mobile?

A: Yes! Workflow View is fully optimised for mobile with touch-friendly drag-and-drop. Turn drag lock OFF to enable dragging.

Q: Why do some appointments appear twice in Resources & Team View?

A: A booking can show in more than one column. When its services have different team members or resources, each column shows the part assigned to it. A booking with more than one resource appears once for each resource. A booking with both a team member and a resource sits in the shared column for that pair, such as Sarah + Grooming Station 2, not in the team member's or the resource's own column.

Q: Can I customise the columns in Workflow View?

A: The status columns in Workflow View are fixed based on your appointment statuses. You cannot customise them.

Q: Which view mode is fastest?

A: It depends on your task:

  • Browsing - List View

  • Status updates - Workflow View

  • Finding a pet - Pets View

  • Assigning team - Team Members View


What's Next?

Related Documentation


View Mode Philosophy:

"Choose the view that matches your task, not the task that matches the view."

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