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How to Filter Your Staff Schedule Using Tags

How to Filter Your Staff Schedule Using Tags

Posted by Support Team on May 20, 2023 — Updated on June 2, 2025

This guide will walk you through how to filter staff schedule using tags.

1. Click the three dot menu

Click the three dot menu next to the Account tab to reveal additional tabs.

Click the three dot menu

2. Click “Tags”

Scroll down and click ‘Tags’ tab.

Click 'Tags'

3. Open the dropdown menu and choose “Staff”

Open the dropdown menu and choose ‘Staff’

Open the dropdown menu and choose 'Staff'

4. Click “Create New Tag”

Click the ‘Create New Tags’.

Click 'Create New Tag'

5. Enter a new tag name

Enter a new tag name.

Enter a new tag name

6. Click “Create Tag”

Once you’ve entered the new tag name, click ‘Create Tag’.

Click 'Create Tag'

7. Go to the ā€œTrainersā€ tab on the left side bar.

Click the ‘Trainers’ tab on the left side bar.

Go to the ā€œTrainersā€ tab on the left side bar.

8. Manage a Staff Member

Click on the gear icon next to the staff member.

Manage a Staff Member

9. Select Tags

On the Profile tab scroll down to the ā€œTagsā€ section and select the tag(s).

Select Tags

10. Click “Save Staff Member”

After selecting tags, click the ‘Save Staff Member’ button.

Click 'Save Staff Member'

11. Click “Calendar”

Access the calendar feature.

Click 'Calendar'

12. Click “edit”

Now on the ‘Calendar’ tab click the ‘Edit’ to open a modal.

Click 'edit'

13. Select a tags on “Staff Member tags” filter

Select a tags.

Select a tags on 'Staff Member tags' filter

14. Click “Search”

Click the ‘Search’ button to filter the calendar by staff member tags.

Click 'Search'

This guide covered how to filter staff members using tags

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