Here’s how to use tags to filter your staff schedule, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:
Step 1: Click on the “Tags” tab on the left side bar.
Step 2: Select “Staff” from the drop-down and then click on the “Create New Tag” link.
Step 3: Enter new tag and save.
Step 4: Go to the “Staff” tab on the left side bar.
Step 5: Click on the gear icon next to the staff member.
Step 6: On the Profile tab scroll down to the “Tags” section and select the tag(s).
Scroll down to the bottom of the page and save the staff member.
Now on the “Schedule” tab you can filter by staff member tags.
Now you can filter staff by tags!