Add client filter to calendar
Allow me to add a client filter on the calendar so I can see the schedule for a specific client or set of clients.
AdminSarah M
(Admin, theranest)
shared this idea
A client filter is now available on the Calendar and Agenda. Click here to learn more.
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Heather Shustak
commented
It looks like costumers have been asking for this feature for years. This should not be a hard upgrade.
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Carrie Myers
commented
We can see the calendar schedule of specific staff, but it would make a huge difference to be able to see the calendar schedule view for specific clients, especially in fields where we see clients multiple days a week. We could then put in when they are available and fill those hours more easily. It's difficult in ABA only having the staff calendar view.
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Talia Stephens
commented
there are options for viewing the calendar by employee and service, it would be more effective to view the calendar by client
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Grace Rivera
commented
Search calendar by client
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Carrie Myers
commented
Yes, please!
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Suzette Morrison
commented
Add a new calendar view by client. It would be helpful to be able to click on a client and view his/her calendar for the upcoming month/week (instead of the appointments feature).
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Grace Rivera
commented
Can you add ability to filter by client on Agenda and calendar pages?
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Grace Rivera
commented
Can you add filtering by Client in the calendar? I would like to be able to see which therapists are scheduled with a particular client so I can set my supervision. Currently, if I search by therapist, it shows all of their clients so that does not help me.