How to Filter Your Staff Schedule Using Tags

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-by-Step Guide:

Step 1: Click on the “Tags” tab on the left side bar.



Step 3: Enter new tag and save.

new tag

Step 4: Go to the “Staff” tab on the left side bar.


Step 5: Click on the gear icon next to the staff member.

edit staff

Step 6: On the Profile tab scroll down to the “Tags” section and select the tag(s).

profile tab


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.

filter schedule

Now you can filter staff by tags!