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Mission Control Filtering & Organisation

Mission Control Filtering & Organisation

Master Mission Control's powerful filtering, grouping, and sorting capabilities to find exactly what you need and organise your appointments efficiently.

Filtering Overview

Mission Control offers multiple ways to filter and organise your appointments:

  • Search - Find by pet name, owner name, or service

  • Status Filtering - Multi-select appointment statuses

  • Quick Filters - Preset filters for common scenarios

  • Grouping - Organise by status, time, team, or resource

  • Sort Modes - Order by name, time, duration, or session

  • Weekday Filtering - Week View specific day selection

  • Attribute Filtering - Filter by medical, behavioural, or dietary needs

Filter Combinations

The real power comes from combining multiple filters:

Examples:

  • Status: "Confirmed" + Quick Filter: "Arriving Soon" = See confirmed appointments arriving in the next hour

  • Search: "Grooming" + Group by: "Team Member" = See grooming appointments grouped by groomer

  • Week View + Weekdays: "Mon, Wed, Fri" + Status: "Confirmed" = See confirmed appointments on Mon/Wed/Fri only

Active Filter Indicator

Mission Control shows how many filters are currently active:

  • Filter count badge - Shows number of active filters

  • Clear all button - Reset all filters at once

  • Individual toggles - Remove specific filters

Search Functionality

How Search Works

The search bar filters appointments in real-time across multiple fields:

What search looks at:

  • Pet name (e.g., "Bella")

  • Owner name (e.g., "Sarah Smith")

  • Service name (e.g., "Full Groom")

  • Owner email (partial matches)

  • Owner phone number

Search features:

  • Instant filtering - Results appear as you type

  • Partial matching - "Bel" finds "Bella"

  • Case insensitive - "bella" and "Bella" both work

  • Multiple words - "Sarah Smith" finds the owner

  • Clears easily - Click X or delete text

Using Search

Desktop:

  1. Find the search bar in the main toolbar

  2. Click to focus

  3. Start typing

  4. Results filter instantly

  5. Clear search to see all appointments again

Mobile:

  1. Tap the search icon

  2. Full-screen search drawer opens

  3. Type your query in the search field

  4. Results filter in real-time

  5. Close drawer to return

Search Tips

Finding a specific pet:

  • Type the pet's name

  • Even partial names work ("Max" finds "Maximus")

Finding an owner:

  • Type owner's first or last name

  • Type phone number (without spaces or dashes)

Finding by service:

  • Type service name ("Grooming", "Daycare", "Training")

  • Finds all appointments with that service

Combining search with other filters:

  • Search for "Grooming"

  • Then filter to status "Confirmed"

  • Result: All confirmed grooming appointments

Search Across View Modes

Search works in all view modes:

  • List View - Matching appointments remain in their groups

  • Workflow View - Matching cards stay in their status columns

  • Pets View - Matching pets remain visible

  • Stays View - Matching stays shown

  • Team Members View - Matching appointments under their team members

  • Resources View - Matching appointments under their resources

Status Filtering

Filter appointments by their current status stage.

Available Statuses

Active statuses:

  • Pending - Awaiting confirmation

  • Pending Approval - Needs business approval

  • Confirmed - Accepted and scheduled

  • In Progress - Service currently being performed

  • Completed - Service finished

  • Ready to Pay - Invoice finalised, awaiting payment

  • Paid - Payment received successfully

Inactive statuses:

  • Cancelled - Appointment cancelled

  • Declined - Business declined the booking

  • Payment Declined - Payment method failed

  • No Show - Customer didn't arrive

Multi-Select Status Filtering

You can select multiple statuses at once:

How to use:

  1. Find the status filter dropdown in the toolbar

  2. Click to open

  3. Check or uncheck status checkboxes

  4. Appointments filter instantly

  5. Close dropdown (filters remain active)

Common combinations:

Active operations:

  • Confirmed + In Progress = Current active appointments

Financial focus:

  • Ready to Pay + Paid + Payment Declined = All payment-related statuses

Workflow management:

  • Pending + Pending Approval + Confirmed = Upcoming appointments

Issue resolution:

  • Cancelled + No Show + Payment Declined = Problem appointments

Status Filter Tips

See everything:

  • Check all statuses (default)

Hide cancelled/no-shows:

  • Uncheck Cancelled and No Show

Focus on today's active work:

  • Check only: Confirmed, In Progress, Completed, Ready to Pay, Paid

Payment processing:

  • Check only: Ready to Pay, Payment Declined

Combine with grouping:

  • Filter to multiple statuses

  • Group by Start Time

  • See chronological order across statuses

Quick Filters

Preset filters for common operational scenarios.

Available Quick Filters

Needs Payment

Shows appointments with payment issues:

  • No payment method on file

  • Outstanding balance

  • Payment declined

  • Ready to pay but not processed

Use case: End-of-day payment collection

Special Attention

Shows appointments with pets needing extra care:

  • Medical conditions or allergies

  • Behavioural needs

  • Dietary requirements

  • Special handling required

Use case: Morning team briefing

Arriving Soon

Shows appointments starting within the next hour:

  • Based on appointment start time

  • Updates in real-time as appointments approach

  • Helps prepare for imminent arrivals

Use case: Reception desk check-in preparation

Overdue Status

Shows appointments that should have progressed to the next status:

  • Past start time but not In Progress

  • Past end time but not Completed

  • Completed but not Departed

Use case: Workflow management and bottleneck identification

Outstanding Balance

Shows customers with unpaid invoices:

  • Previous appointments unpaid

  • Current appointment balance due

  • Total amount owed

Use case: Account receivable management

Vacancy

The filters drawer includes Vacancy when the day has resources with a capacity.

The three options are:

  • Fully vacant - no visits on that resource today

  • Partially occupied - at least one visit, and still below capacity

  • Fully occupied - at or over capacity

A resource with no capacity set, or a capacity of 0, is treated as uncapped. It can be fully vacant or partially occupied. It is never fully occupied.

Vacancy is counted from the unfiltered day, so a search or status chip does not change whether a yard is full.

  1. Open the Mission Control filters drawer

  2. Under Vacancy, turn on the buckets you want

  3. Mission Control keeps visits whose resource matches one of those buckets

Using Quick Filters

Desktop (Left Sidebar):

  1. Find Quick Filters section in left sidebar

  2. Click any filter badge

  3. Appointments filter to matching items

  4. Badge highlights to show it's active

  5. Click again to remove filter

Mobile:

  1. Access via filters drawer

  2. Tap any quick filter

  3. Filter applies

  4. Close drawer to see results

  5. Reopen and tap again to remove

Quick Filter Combinations

Quick filters can combine with other filters:

Examples:

  • Quick Filter: "Needs Payment" + Status: "Completed" = Completed appointments needing payment

  • Quick Filter: "Special Attention" + View: "Pets View" = See pets with special needs in pet-focused layout

  • Quick Filter: "Arriving Soon" + Group by: "Team Member" = See imminent arrivals by assigned team member

Quick Filter Counts

Each quick filter shows a count badge:

  • Number updates in real-time

  • Shows how many appointments match

  • Helps prioritise which filters to check

Grouping Options

Organise appointments into logical sections.

Available Grouping Modes

Group by Appointment Status

Appointments organised by their current status:

Sections created:

  • Pending

  • Confirmed

  • In Progress

  • Completed

  • (etc., based on statuses present)

Best for:

  • Workflow management

  • Seeing appointment stage distribution

  • Processing appointments through stages

  • General-purpose organisation

View modes: List View, Pets View, Stays View

Group by Start Time

Appointments organised by time of day:

Sections created:

  • Morning (6am-12pm)

  • Afternoon (12pm-6pm)

  • Evening (6pm onwards)

Best for:

  • Seeing busy periods

  • Chronological task planning

  • Reception desk flow management

  • Understanding daily rhythm

View modes: List View, Pets View

Group by Team Member

Appointments organised by assigned team member:

Sections created:

  • Each team member gets a section

  • Unassigned appointments grouped separately

  • Shows appointment count per person

Best for:

  • Workload distribution

  • Team-based businesses

  • Assigning work

  • Checking who's doing what

View modes: List View, Pets View

Group by Resource

Appointments organised by assigned resource (space, room, area):

Sections created:

  • Each resource gets a section

  • Unassigned appointments grouped separately

  • Shows appointment count per resource

Best for:

  • Facility-based businesses

  • Room/space management

  • Capacity monitoring

  • Resource allocation

View modes: List View, Pets View, Stays View

Group by Weekday (Week View Only)

When in Week View, appointments can be grouped by day of the week:

Sections created:

  • Sunday

  • Monday

  • Tuesday

  • Wednesday

  • Thursday

  • Friday

  • Saturday

Best for:

  • Weekly planning

  • Multi-day overview

  • Comparing days

  • Weekly patterns

View modes: All view modes in Week View

Changing Grouping

Desktop:

  1. Find "Group by" dropdown in the toolbar

  2. Click to open

  3. Select your preferred grouping

  4. List reorganises instantly

Mobile:

  1. Access via Group By sheet (usually bottom sheet)

  2. Tap to open

  3. Select grouping option

  4. Sheet closes, grouping applies

Default Grouping by View Mode

Each view mode has a sensible default grouping:

  • List View → Group by Appointment Status

  • Pets View → Group by Start Time

  • Stays View → Group by Resource

  • Week View → Group by Weekday

Defaults can be changed to any compatible grouping.

Grouping Tips

Hide empty groups:

  • Mission Control only shows groups with appointments

  • If no appointments are "Pending", no Pending group appears

Combine with sorting:

  • Grouping creates sections

  • Sorting orders appointments within each section

  • Example: Group by Status + Sort by Arrival Time

Collapse groups (future feature):

  • Not yet available

  • Future update may allow collapsing group sections

Sort Modes

Control the order of appointments within groups or lists.

Available Sort Options

Pet Name (A-Z)

Alphabetical order by pet name:

  • A to Z sorting

  • Case insensitive

  • Groups pets alphabetically

Best for:

  • Finding a specific pet quickly

  • Printed reference lists

  • Alphabetical organisation preference

Arrival Time (Default)

Chronological order by appointment start time:

  • Earliest appointments first

  • Time-based sequencing

  • Follows the natural flow of the day

Best for:

  • Daily workflow planning

  • Reception desk check-ins

  • Seeing what's coming next

  • Default for most use cases

Service Name

Alphabetical order by service type:

  • Groups same services together

  • Service name A to Z

  • Multi-service appointments show first service

Best for:

  • Service-based organisation

  • Seeing all grooming appointments together

  • Training session grouping

Stay Duration

Longest stays first:

  • Sorts by total stay length (nights)

  • Descending order (longest to shortest)

  • Only relevant for stay appointments

Best for:

  • Stays View

  • Boarding management

  • Prioritising long-term boarders

Note: Only appears as an option when viewing stay appointments.

Course Session

Session number order:

  • Lesson 1, Lesson 2, Lesson 3, etc.

  • Only relevant for course lesson appointments

  • Ascending order (lowest session first)

Best for:

  • Course lesson management

  • Training session organisation

  • Sequential lesson delivery

Note: Only appears when viewing course appointments.

Changing Sort Order

  1. Find "Sort by" dropdown in the toolbar

  2. Click to open

  3. Select your preferred sort

  4. List reorders instantly

  5. Sort persists until changed

Sort + Group Combinations

Sorting works within grouping sections:

Example 1:

  • Group by: Team Member

  • Sort by: Arrival Time

  • Result: Each team member's appointments sorted chronologically

Example 2:

  • Group by: Appointment Status

  • Sort by: Pet Name

  • Result: Each status group sorted alphabetically by pet

Example 3:

  • Group by: Start Time

  • Sort by: Service Name

  • Result: Morning/afternoon/evening sections sorted by service

Weekday Filtering (Week View)

When in Week View, filter which days of the week are shown.

Weekday Filter Controls

Weekday buttons:

Seven buttons representing each day:

  • SUN, MON, TUE, WED, THU, FRI, SAT

Button states:

  • Blue button - Day selected (appointments shown)

  • Grey border button - Day not selected (appointments hidden)

  • White dot indicator - Today's weekday

Smart Default Behaviour

Week View uses intelligent defaults based on which week you're viewing:

Current week (containing today):

  • Defaults to "Today onwards"

  • If today is Wednesday, shows Wed-Sat

  • Helps focus on upcoming days

Future weeks:

  • Defaults to all days selected

  • Shows entire week

  • Full weekly overview

Past weeks:

  • Defaults to all days selected

  • Shows entire week

  • Historical review

Using Weekday Filters

Selecting days:

  1. Switch to Week View

  2. See weekday buttons appear

  3. Click any day to toggle on/off

  4. Blue = selected, grey border = not selected

  5. Appointments filter to selected days only

Deselecting days:

  1. Click a blue button to deselect

  2. Turns to grey border

  3. That day's appointments hide

Selecting multiple days:

  1. Click multiple days to select them

  2. Only selected days show appointments

  3. Example: Click TUE, THU, SAT for those three days only

Reset to defaults:

  1. Find "Reset to Defaults" button

  2. Click to restore smart defaults

  3. Returns to today onwards (current week) or all days (other weeks)

Weekday Filter Use Cases

View specific days:

  • Your business operates Mon-Fri only

  • Click SAT and SUN to deselect them

  • See only weekday appointments

Compare certain days:

  • Compare Monday vs Wednesday volume

  • Select MON and WED only

  • See both days side-by-side

Focus on end of week:

  • View Thursday through Sunday

  • Deselect SUN, MON, TUE, WED

  • See only Thu-Sat

Alternate days:

  • Some services run Mon/Wed/Fri

  • Select those days only

  • Filter to relevant appointments

Weekday Filter Constraints

Minimum selection:

  • You cannot deselect all days

  • At least one day must remain selected

  • Ensures there's always something to view

Week View only:

  • Weekday filters only appear in Week View

  • Not visible in Day View

  • Switch to Week View to access

Attribute Filtering

Filter appointments by pet attributes (medical, behavioural, dietary).

How Attribute Filtering Works

Location: Left sidebar, under regular filters

Available attribute categories:

  • Medical conditions

  • Behavioural needs

  • Dietary requirements

  • Special care needs

  • Custom attributes (if configured)

Using Attribute Filters

  1. Find attribute filters in left sidebar

  2. Expand attribute category sections

  3. Click specific attributes to filter

  4. Appointments filter to pets with those attributes

  5. Click again to remove filter

Example:

  1. Expand "Medical Conditions"

  2. Click "Allergies"

  3. See only appointments for pets with allergies

  4. Combine with other filters for refined view

Attribute Filter Counts

Each attribute shows a count badge:

  • Number of appointments with that attribute

  • Updates in real-time

  • Helps identify which attributes are most common today

Filter Management

Viewing Active Filters

Filter count badge:

Shows the total number of active filters:

  • Status filters count

  • Quick filters count

  • Attribute filters count

  • Search counts as 1 filter

Location: Usually near filter dropdown or in toolbar

Clearing Filters

Clear all filters:

  1. Find "Clear All" or "Reset" button

  2. Click to remove all filters

  3. All appointments visible again

  4. Returns to default state

Clear individual filters:

  • Click active quick filter badge to remove it

  • Uncheck status checkboxes

  • Clear search text

  • Click active attribute to deselect

Filter Persistence

Session persistence:

Mission Control remembers your filters:

  • Status selections

  • Grouping preference

  • Sort order

  • View mode

When filters reset:

  • When you click "Clear All"

  • When you manually reset

  • When you click "Reset to Defaults" (Week View only)

Not persisted:

  • Search text (clears when you navigate away)

  • Quick filter selections (reset each session)

Advanced Filtering Techniques

Multi-Layer Filtering

Combine multiple filter types for precise queries:

Example 1: "Special care pets arriving this morning"

  1. Quick Filter: "Special Attention"

  2. Quick Filter: "Arriving Soon"

  3. Group by: "Start Time"

  4. Result: Pets with special needs arriving soon, grouped by time period

Example 2: "Unpaid grooming appointments"

  1. Search: "Grooming"

  2. Quick Filter: "Needs Payment"

  3. Sort by: "Arrival Time"

  4. Result: All grooming appointments needing payment, chronologically

Example 3: "This week's Thursday and Friday confirmed appointments by team member"

  1. View: Week View

  2. Weekdays: Select THU and FRI only

  3. Status: Confirmed

  4. Group by: Team Member

  5. Result: Thursday and Friday confirmed appointments grouped by who's doing them

Negative Filtering

Filter out what you don't want to see:

Hide inactive appointments:

  1. Status filter

  2. Uncheck: Cancelled, No Show, Declined

  3. Result: Only active appointments shown

Hide future days:

  1. Week View

  2. Deselect future days

  3. Result: Only past and today shown

Progressive Refinement

Start broad, narrow down progressively:

Step 1: View all appointments (no filters)
​Step 2: Apply status filter (e.g., Confirmed + In Progress)
​Step 3: Add quick filter (e.g., Special Attention)
​Step 4: Group by Team Member
​Step 5: Sort by Arrival Time

Result: Highly specific, organised view

Saved Filter Patterns

While you can't save filter combinations yet, create mental patterns:

"End of day financial review":

  • Quick Filter: Needs Payment

  • Status: Ready to Pay + Payment Declined

  • Group by: Team Member

"Morning prep checklist":

  • Quick Filter: Arriving Soon

  • Quick Filter: Special Attention

  • Group by: Start Time

  • View: Pets View

"Weekly team planning":

  • View: Week View

  • Weekdays: All selected

  • Group by: Team Member

  • Sort by: Arrival Time

Mobile Filtering

Mobile Filter Interface

Filters Drawer:

On mobile, filters open in a full-screen drawer:

  1. Tap filter icon in toolbar

  2. Drawer slides up from bottom

  3. All filter options visible

  4. Select your filters

  5. Close drawer to apply

Search Drawer:

Search opens separately:

  1. Tap search icon

  2. Full-screen search drawer opens

  3. Large search field

  4. Type query

  5. Results filter in real-time

  6. Close to return

Mobile Quick Filters

Quick filters appear in the filters drawer on mobile:

  • Touch-friendly filter badges

  • Tap to toggle on/off

  • Active state highlighted

  • Counts visible

Mobile Grouping and Sorting

Group By Sheet:

  1. Tap "Group" button

  2. Bottom sheet opens

  3. Select grouping option

  4. Sheet closes automatically

  5. List reorganises

Sort By Sheet:

  1. Tap "Sort" button

  2. Bottom sheet opens

  3. Select sort option

  4. Sheet closes automatically

  5. List reorders

Filtering Best Practices

Daily Operations

Morning:

  • Use Quick Filter: "Arriving Soon" + Quick Filter: "Special Attention"

  • See imminent arrivals needing special care

Throughout the day:

  • Group by: Appointment Status

  • Process appointments through status stages

End of day:

  • Quick Filter: "Needs Payment"

  • Collect outstanding payments

Weekly Planning

Week view:

  • Enable all weekdays

  • Group by: Team Member

  • See full week distribution

Focus days:

  • Select specific days (e.g., Mon, Wed, Fri)

  • See pattern days only

Efficient Searching

Known pet:

  • Type pet name directly

  • Faster than scrolling

Service-based:

  • Search service name

  • See all appointments for that service type

Owner lookup:

  • Type owner phone number

  • Find their appointments quickly

Troubleshooting Filtering

Q: My filters aren't showing any results

A: Check if you've combined incompatible filters. For example:

  • Status: "Cancelled" + Quick Filter: "Arriving Soon" = No results (cancelled appointments aren't arriving)

  • Try clearing all filters and starting fresh

Q: Filter count badge shows a number but I don't see which filters are active

A: Open the filter dropdown or drawer to review all active selections. The count includes:

  • Status filters

  • Quick filters

  • Search (if active)

  • Attribute filters

Q: Weekday filters disappeared

A: Weekday filters only show in Week View. Switch from Day View to Week View to see them.

Q: Can't deselect the last weekday

A: At least one day must remain selected. This prevents an empty view. Select another day before deselecting the current one.

Q: Search isn't finding a pet I know exists

A: Check:

  • Pet is scheduled for the selected date/week

  • Spelling is correct (try partial name)

  • Pet hasn't been filtered out by other active filters

  • Clear all filters and try searching again

Q: Grouping changed unexpectedly

A: Some view modes have default groupings. When you switch view modes, grouping may reset to that view's default.

Q: How do I save my filter preferences?

A: Currently, filter preferences don't persist across sessions except for:

  • View mode selection

  • Grouping preference

  • Sort order

Search and quick filters reset each session.

What's Next?

Related Documentation

Filtering Philosophy:

"Filter to focus. Group to organise. Sort to prioritise. Combine all three to master your day."

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