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Mission Control Filtering & Organisation

Mission Control Filtering & Organisation

The toolbar above the bookings holds the search box, Group by, Options, Filter and Reset, and they work the same in every view. Everything here narrows or arranges the bookings for the date or week at the top of the page. Cancelled bookings, no-shows included, stay hidden unless you switch on Cancelled under Status.

Search for a booking

Search when you are looking for one pet or one owner.

  1. Type in Search customers, pets, notes.... The bookings narrow as you type.

  2. To see every booking again, delete the text.

Search matches the owner's name, the pet's name and words in the booking's notes. Capitals do not matter and part of a name is enough, so "bel" finds Bella, and a first name and surname together, such as "Sarah Mitchell", find the owner. It does not match service names, phone numbers or email addresses: to find a pet by the owner's phone number or email, use Find Pet in Actions, and to see one service, use Service Category or Service Type under Filter.

Search covers only the bookings on the date or week in view, and matching bookings keep their place in every view, in their group in List or their column in Workflow. The search box clears when you leave or reload the page, and Reset clears it too.

On a phone, select Search in the bar at the bottom of the screen. Search opens full screen, and lists your Recent Searches while the page stays open.

Filter the bookings

Filter to narrow the bookings to a status, a team member, a room or a kind of booking.

  1. Open Mission Control and select Filter.

  2. Switch on the options you want under each section. The bookings change as you switch.

  3. Select Apply Filters to close Filters. Clear All switches every filter off.

A section shows only when the bookings on the dates in view have something to filter in it, and each option carries a count. Switching on several options in one section shows bookings that match any of them. Options in different sections narrow each other, so a booking has to match every section you use.

Section

Options

Shows when

Status

Each status with bookings, such as Confirmed, In Progress, Ready to Pay and Cancelled

Bookings are in view

Payment Method

Has Card on File and No Card on File

Bookings are in view

Service Type

Initial, Regular, Stay and Course (Lesson)

The bookings hold more than one type

Service Category

Each category, with Select All

The booked services have categories

Pets with Special Needs

High Severity, Medium Severity and Standard Care Needs

Booked pets have attributes

Individual Attributes

Each attribute on the booked pets, with a count of pets

Booked pets have attributes

Appointment Location

All, Mobile or On Site

Bookings are in view

Team Member

Each team member, those with bookings first, with Select All

You have team members

Vacancy

Fully vacant, Partially occupied and Fully occupied

You have resources

Resource

Each resource, those with bookings first, with Select All

You have resources

Time Range

A Start Time and an End Time, in hours

Always. Switch it on to use it

Pet Suburb

Each suburb in the owners' addresses

Owners booked in have a suburb

Pet Breeds

Each breed booked in

Booked pets have a breed

Has Addons

Bookings with an add-on

A booking in view has an add-on

Appointment Type

Recurring, Package and Single

The bookings hold more than one type

  • Status with nothing switched on shows every status except Cancelled. A no-show is a cancelled booking, so it shows with Cancelled. Ready to Review is a booking that auto-complete has finished.

  • Pets with Special Needs goes by the colour of the attribute's category: High Severity for extra special care (red), Medium Severity for special care (amber), and Standard Care Needs for any other attribute. A pet counts once, under its most serious attribute. Individual Attributes filters on one attribute, such as an allergy.

  • Team Member and Resource show only the matching part of a booking with several services, so filtering on one groomer shows just their part of a groom and bath.

  • Vacancy is worked out from the whole day before any search or filter, so a search cannot change whether a room is full. A resource with no capacity set, or a capacity of 0, is never Fully occupied. Choosing a vacancy narrows the Resource list to the resources in that state.

  • Time Range keeps a booking whose first service overlaps the range. It shows 7:00am to 7:00pm when you switch it on, but it filters only once you have set both Start Time and End Time.

  • Appointment Type counts a booking in a recurring series as Recurring, one with a package credit on it as Package, and the rest as Single.

  • Status, Individual Attributes, Pet Suburb and Pet Breeds get a search button once they hold more than ten options.

The number beside Filter counts the options switched on, and a rose dot marks the button while any filter is on. The search box is not counted, Time Range, Appointment Location and Has Addons count one each, and a severity under Pets with Special Needs counts once for each attribute it covers. Your filters stay on in this browser, even after you reload the page, until you switch them off, select Clear All or select Reset.

On a phone, select Filters in the bar at the bottom of the screen for the same Filters, full screen.

Group and sort the bookings

Group the bookings by what you are working through, such as the status for check-ins or the team member for sharing out work.

  1. Open Mission Control and choose List, Pets, Run Sheet, Photos, Roster, Stays or Courses. The other views have no Group by.

  2. Select Group by and switch on a grouping. Switch on a second one to group inside the first.

  3. To change the order of the groupings, use the arrows beside each one under Active Groupings.

  4. To sort the bookings inside each group, open Options and choose under Sort By.

Grouping

How it groups

Start time

By the hour the booking starts, such as 8:00am and 9:00am

Appointment status

By the booking's status

Team Member

By team member, with Unassigned for bookings with none

Resource

By resource, with No Resource for bookings with none

Service

By service

Service Category

By the service's category, with Uncategorised for services with none

Course

By course

Internal notes

Has Internal Notes first, then No Internal Notes

Weekday

By day. In week view only

Team Members & Resources

A row for each team member and resource. On Roster only

Each view opens with its own grouping until you change it: Start time on Pets, Run Sheet and Photos, Appointment status on List, Team Members & Resources on Roster, Resource on Stays and Course on Courses. Roster takes one grouping at a time, from Team Members & Resources, Start time, Team Member and Resource. Only groups that hold bookings are shown, and a rose dot on Group by means a grouping is on.

Sort By

Order

Arrival Time

By start time, then by pet name. The default

Pet Name

By the pet's name, A to Z

Service Name

By the first service's name, A to Z

Stay Duration

Stays first, the longest first, then the other bookings by start time

Course Session

Course bookings first, by session number within each course, then the rest by time

Internal Notes

Bookings with internal notes first, then by start time

Mission Control remembers the grouping for each view separately, and one sort order for all of them. A rose dot on Options means the sort is not Arrival Time. Options also holds Colour Mode (Appointment Status, Service Category, Service, Team Member or Resource), View Colour Key, Card content and Colour Major & Special Care Event Cards? (Always, Until checked in or Never). The colour choices are shared with the Appointments calendar.

On a phone, select Group in the bar at the bottom of the screen, on the Appointments tab. Group & Sort holds the same groupings and Sort By with Arrival Time, Pet Name, Service Name and Internal Notes; Roster has no sort there. Select Done to close it.

Choose which weekdays show in week view

In week view, choose the days you want, such as only the days you are open or the weekend.

  1. Open Mission Control, open the menu beside the date, which reads Day or Week, and choose Week View.

  2. If the weekday buttons are not showing, select the eye button beside the date.

  3. Select a day, SUN to SAT, to switch it off or on.

A filled button is shown and an outlined one is hidden, and a white dot marks today. The last day switched on cannot be switched off. For the current week, the days from today to Saturday start switched on, and for any other week every day starts on, in both cases only the days your team members or resources work. Moving to another week, or selecting Reset, puts the defaults back. The eye button hides the row again; on the compressed header, the row starts hidden.

Choosing Week View also switches on the Weekday grouping, which Day View switches off.

Reset the toolbar

Reset puts the toolbar back to how it starts, when the bookings are hard to read or something is missing.

  1. Select Reset in the toolbar.

Reset clears the search and every filter, sets Sort By to Arrival Time, Colour Mode to Appointment Status and Colour Major & Special Care Event Cards? to Never, on List or Pets puts that view's grouping back to its default, switches off the Weekday grouping, and in week view puts the default weekdays back. It leaves the view, the date and your hidden views as they are.

What Mission Control remembers

In the browser you use, Mission Control keeps your filters, the grouping for each view, the sort order, the colour choices, the view, Day or Week, and the date you were on unless you chose Go back to Today under On page load always. The search box and a phone's Recent Searches are not kept. A private or incognito window keeps none of it.

Put filters to work

These combinations use the controls above.

To see

Do this

The bookings still to be paid

Under Status, switch on Ready to Pay and Payment Declined

The pets that need the most care, in time order

Under Pets with Special Needs, switch on High Severity, then group by Start time

One team member's day

Under Team Member, switch on their name, or choose the Team Members view

Customers to ask for a card

Under Payment Method, switch on No Card on File

Thursday and Friday's confirmed bookings, by team member

In week view, leave only THU and FRI on, switch on Confirmed under Status, and group by Team Member

The afternoon's mobile bookings

Choose Mobile under Appointment Location, and set Time Range to the afternoon

Pets with an allergy

Under Individual Attributes, switch on the allergy

The rooms with space left

Under Vacancy, switch on Fully vacant and Partially occupied

For what needs action, such as unpaid bookings or pets with a birthday, use Attention Required. See Attention System. For who is arriving or leaving in the next 90 minutes, use Coming & Going Soon in the sidebar. See Dashboard Intelligence & Analytics.

Troubleshooting

My filters show no bookings

Each section you use narrows the bookings further, so two sections together can leave nothing in view. Select Filter to see what is switched on, switch off one section at a time, or select Clear All.

The number beside Filter is higher than what I switched on

A severity under Pets with Special Needs counts once for each attribute it covers. Open Filter to see every option that is on.

Search isn't finding a pet I know is booked

Check that the booking is on the date or week at the top of the page, and in week view that its day is switched on. Search matches names and notes, not phone numbers, email addresses or service names. A filter can also hide the booking: select Reset and search again. A cancelled booking shows only with Cancelled switched on under Status.

The weekday buttons have disappeared

They show in week view only. In week view, select the eye button beside the date to bring the row back.

I can't switch off the last weekday

At least one day stays on. Switch on another day first.

The grouping changed when I switched views

Each view keeps its own grouping, and opens on its default until you change it there.

How do I save my filter settings?

You do not need to. Mission Control keeps your filters, groupings and sort order in the browser you use until you change them. There are no named sets of filters to save or switch between, and a private window keeps nothing.

What's next?

Related documentation

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