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The filter on the far right allow you to toggle the view to show either client/employees that have service, or all client/employees. Selecting all will show all the list of the client / employee even if they don't have a service schedule. The filtered button will show the list of the client / employee with the service schedule.
The period filter allows you to view the calendar by day, week, fortnight or month
The date range filter allows you easily navigate back and forth between weeks/months. You are able able to click between the arrows to select a date, or to select the day of week to start the calendar on. This will be saved once set. e.g. if you fortnightly roster starts on a Tuesday, you can select the Tuesday you fortnight starts on and this will get set for you are default (until it is changed).
Clicking on the month will show you the list of the month for the year
Clicking on the year will show you the list of the year
The status filter allows you to view only services that have a particular status on the calendar:
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The search box allows you to filter the list on a particular client/employee. To the immediate right of the filter there is a toggle button that allows you to change the view, to view services on the calendar by client or employee:
You are now able to filter shifts by branch, if you have more than one branch or area of your business. This allows you to conveniently view only clients and shifts relating to a branch or area the business...
Within the client section on the board there are a few links for easy management of the client and their service setup.
Selecting services in the list will allow you to perform some quick actions on the selected services (you can select multiple at a time by single-clicking each service).
Click on this link (System Overview Complete Guide) to download the complete System Overview guide
Click on this link (Brevity Schedule Board) to download the current page guide