Copy of Group Calendar.

Navigate to Scheduling>Group Calendar. This view allows you to see multiple clients and staff at a time.

User needs appropriate role permissions to have access to the Group Calendar view of the Scheduler

Action	Image	Description
Searching for Clients and Staff		Search for a client or staff member by utilizing the search fields to narrow down the view of schedules you are looking at, if needed EX: If you want to compare 1 client’s schedule against all of your staff, search for just that one client
Filtering for Clients		Click on the small carrot to collapse the client view Click on the three bars to sort by: Unscheduled Hours: Those with the least amount of hours scheduled that week will show up first on the list Alphabetical: Client's first name in A-Z order
Filtering for Staff		Click on the small carrot to collapse the staff view Click on three bars to sort staff by: Availability: Staff with the most open availability will show up first on the list Assigned to Client: Generates the staff in a list in which the first staff listed has the most clients assigned to them and the last staff listed has the least Alphabetical: Staff’s first name in A-Z order
Percentages		Client Percentage: IF you have set up the Scheduling Goal in the client’s authorization with a frequency of weekly, then this % will show the amount of hours scheduled toward that weekly goal for the week you are viewing This percentage ONLY WORKS if the scheduling goal in a client's auth is set up weekly If the client doesn't require an auth, that percentage will stay at 0% no matter what is scheduled Staff Percentage: Looks at their availability that week and tells you the % of scheduled time on their calendar EX: If a staff is available M-F 8 AM-5 PM and they have appointments scheduled on their calendar M-F 8 AM-5 PM, that percentage would be 100
All hours/Working Hours		In the top right corner of your Group Calendar, if you click: All Hours: 24 hours/day will display Working Hours: The hours set up in your Settings will display
Staff and Client Filter		Click on the Staff & Client Filter in the top left of your Group Calendar to filter for certain clients and staff Staff Members can be filtered by: Location(s) assigned to their profile Title Assigned to their profile and connects to a certain role which grants them appropriate permissions Service Line This is not frequently utilized Can add to your staff profiles Clients can be filtered by: Location assigned to profile Service Line As set up when assigning a funder to a client profile Assigned to EX: Just the clients that are assigned to a specific staff Status Even though your inactive statuses appear in this drop down, the calendar view will only show clients with an active status Can filter by certain staff or client name(s). Highlight by using the Shift key to select multiple if needed Advanced Staff Member Options: Employee Type Optional to set up in your Settings and assign to staff profiles Supervisor If assigned a supervisor to the staff member Credentials Pulls from the Licenses/Certifications tab on a staff profile Languages, Age Groups, Experience, Can handle Aggression All optional areas on the Attributes tab of staff profiles Assigned to Client If you are pulling by certain client(s) and then select “Assigned to Client”, staff assigned to those clients will populate in the Staff list If there are common filters that you like to utilize to view the Group Calendar, you can save those filters: Set up your filters>Click in the “Save Filter” drop down>Name your Filter>Click Submit Going forward, that filter will be in your Saved Filter drop down to select
Availability		If the availability of the client and/or staff is set up in their profiles, you will see this displayed on the Group Calendar as: White: Available Grey: Unavailable This view is helpful to look at availability for multiple staff at once to find last minute coverage