Your Activity stream is a central hub where you can view and manage all your activities, sorted by the last updated date. These include Bookings, Session packages, and Transactions.
There are four ways to filter the Activity stream: Default filters, Advanced filter options, the Free text filter, or Custom filters which you create.
Default filters
You can quickly filter your stream using ScheduleOnce's out-the-box Default filters to show My upcoming meetings, My booking requests, My activity, and All activity. (Figure 1).
Figure 1: Default filters in the left sidebar
To use a Default filter, open the left sidebar and select it from the list. After you've selected your choice, the Activity stream will automatically update to show only relevant activities.
Advanced filter options
Advanced filter options allow you to filter activities according to specific parameters. To view the list of parameters, click the filter box at the top of the Activity stream (Figure 1). You'll be presented with a list of available filters to choose from, including My activity, Unread activities, Creation date, Last updated, and Activity type. You can also access additional filter options by selecting Bookings, Session packages, or Transactions.
After you've selected a filter, you can further refine the results by selecting additional filters, or by using the Free text filter.
Figure 2: Advanced filter options box
The Free text filter
The Free text filter allows you to find activities by typing in any information included in the activity details (Figure 3). For example, you could filter by using the name of a Booking page Owner, a Customer’s name, a Customer's email address, or an Activity ID.
Figure 3: The Free text filter
Operators such as AND/OR can be used to refine your search. For example, you might want to look for two different activities based on Booking IDs, or retrieve the bookings scheduled by two Customers. Learn more about using operators with the Free text filter
There is no limit to the number of Free text filters you can use to filter the Activity stream.
Custom filters
You can also choose to save Custom filters that show specific activities that you may need to access often. There are a number of ways to create a Custom filter.
- Filter the Activity stream using the Free text filter, a collection of selected Advanced filter options, or both. Then, click Save as.
- Select a Default filter, then add additional Free text filters or Advanced filter options. Then, click Save As to create a new Custom filter.
- Edit an existing Custom filter by adding or removing filters, then click Save.