Calendar Sidebar: Filters and Tools
Explore the sidebar’s features, including filters and the mini-calendar for navigation.
The Calendar sidebar is a powerful tool that helps you navigate your schedule, filter events, and access advanced features with ease. In this guide, we’ll walk you through the sidebar’s functionality and show you how to use it effectively.
Calendar Sidebar: Filters and Tools
What is the Sidebar?
The sidebar is located on the left side of your Calendar and serves as your navigation hub. It’s packed with features designed to help you focus on the information that matters most, whether you’re managing a busy week or planning long-term.
Core Features of the Sidebar
Here’s a breakdown of what you’ll find in the sidebar:
1. Filters
Filters allow you to refine your Calendar view based on specific criteria. This is especially useful when managing large schedules with multiple users or event types.
Available Filters:
Services: Show only events tied to specific services, like Math Tutoring or SAT Prep.
Users: Filter by students, tutors, or parents involved in events.
Groups: Display events related to specific student groups.
Session Statuses: Focus on events marked as Scheduled, Completed, Tentative, No-Show, or Canceled.
Hourly Rates: Find sessions within a specific hourly rate range by setting a minimum and maximum value.
Locations: Filter events by in-person locations or online sessions.
How to Use Filters:
Click on the Filters button to open the dropdown panel.
Select your desired filter criteria.
Apply the filters to update your Calendar view instantly.
Tip: Filters work across Weekly, Monthly, and Yearly views, so you can use them wherever you are in the Calendar.
2. Mini-Calendar
The mini-calendar is a compact view of the month that helps you quickly navigate to specific dates.
How to Use the Mini-Calendar:
Click on any date to jump directly to that day in the Weekly or Monthly view.
Use the left and right arrows to switch between months.
The mini-calendar is perfect for navigating across long timeframes without scrolling manually.
3. Advanced Tools
The sidebar also provides access to advanced scheduling tools designed to streamline your workflow:
Time Blocks: Match tutors and students by overlapping their availability.
Schedule Mapper: Identify precise time slots for multiple participants over a specific date range.
Calendar Analytics: Generate reports and gain insights into your scheduling trends.
Event Requests: Manage incoming requests for sessions or consultations from students and parents.
Availability: Set or update your availability for scheduling sessions.
Time Off: Block time on your Calendar when you’re unavailable.
Note: Access to these tools depends on your subscription plan. For example, Time Blocks and Schedule Mapper are only available in certain plans.
Using the Sidebar Effectively
To get the most out of the sidebar, here are some tips:
Use filters to quickly narrow down your view when managing a busy schedule.Combine filters (e.g., by Service and Session Status) to pinpoint specific events.Leverage tools like Time Blocks and Schedule Mapper to save time and avoid conflicts.Use the mini-calendar for quick navigation instead of scrolling through long schedules.
Next Steps
Now that you’ve explored the sidebar, try combining its features with Calendar views to optimize your scheduling workflow. For example, apply filters to the Weekly View or use the mini-calendar to quickly jump between months.
Need more tips? Check out our articles on Time Blocks and Schedule Mapper for advanced scheduling strategies.
