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.
Open Mission Control.
Type in Search customers, pets, notes.... The bookings narrow as you type.
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.
Open Mission Control and select Filter.
Switch on the options you want under each section. The bookings change as you switch.
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.
Open Mission Control and choose List, Pets, Run Sheet, Photos, Roster, Stays or Courses. The other views have no Group by.
Select Group by and switch on a grouping. Switch on a second one to group inside the first.
To change the order of the groupings, use the arrows beside each one under Active Groupings.
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.
Open Mission Control, open the menu beside the date, which reads Day or Week, and choose Week View.
If the weekday buttons are not showing, select the eye button beside the date.
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.
Open Mission Control.
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?
Mission Control FAQ: common questions and troubleshooting
View Modes: choose the right view for your work
Attention System: attention tiles and what to do with them
Related documentation
Getting Started with Mission Control: what Mission Control is and its basics
