• Log into the system as an Agency User, Owner, or Admin.

  • Click Schedule Calendar under the Scheduling menu.

  • The blue filters at the top of the page will allow you to filter by Office, by Territory, by Client/Caregiver, or by specific Caregiver

  • By default, you will see all Offices, all Territories, all clients and the current week


For availability and unavailability filter you need to group by caregiver at the top blue colored filter and click on ok.

The filter for availability and unavailability is placed at the bottom of the Schedule Calendar. Agency can check or uncheck the options to view the schedule and click on apply as shown in the screenshot below. The availability/unavailability options will be removed from schedule by unchecking the boxes and appear on checking it.


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