Filtering the Activity stream

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 Today's meeting, Upcoming meetings, or Booking requests (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 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 Tracking 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 filter the Activity stream by.

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

Learn more about creating Custom filters

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