Filter Calendar by Booking Status

Proper management of booking status is paramount to maintaining an efficient, reliable, and organized service business. With OctopusPro Calendar’s advanced filtering features, you can easily filter bookings based on their statuses, payment statuses, and assignment statuses. This powerful tool is designed to make your business operations more streamlined, allowing you to keep track of the progress of your bookings, payment statuses, and work assignments at a glance.

The booking status filtering feature can drastically enhance your booking management process. Not only does it simplify tracking the stages of your bookings, but it also makes it easier to manage payments and assignments. This can result in better resource allocation, improved service delivery, and ultimately, increased customer satisfaction.

This comprehensive guide will walk you through how to use this feature to its fullest potential, explaining the process, benefits, and impacts on your business operations.

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Using Booking Status Filtering in OctopusPro Calendar:

1. Accessing Filters:

From your Calendar, find and click on the “Filters” button located at the top right side of the page to open the filter pop-up window.

2. Filtering by Booking Status:

In the pop-up window, you can select one or multiple booking statuses from the dropdown list. For instance, to display only the bookings that have been completed, simply select the “COMPLETED” status and click on “Filter”.

3. Reviewing Filtered Bookings:

The Calendar will now only display bookings that match the selected status(es). You can click on any booking to view more details, or even edit the booking information if necessary.

4. Filtering by Assignment Status:

You can also filter bookings based on assignment status. In the filter pop-up, select your desired assignment status from the dropdown list, which includes “Accepted”, “Pending”, or “Declined”. After making your selection, click on “Filter” to apply the changes.

5. Filtering by Payment Status:

To view bookings based on their payment status, simply select the desired payment status from the dropdown menu in the filter pop-up. For instance, to view only unpaid bookings, select “Unpaid” and then click “Filter”.

6. Adjusting Filter Settings:

As your business needs evolve, you can change your filter settings at any time by opening the filter pop-up and adjusting your selections accordingly.

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Benefits of Booking Status Filtering in OctopusPro Calendar:

1. Improved Booking Management:

With the booking status filter, you can easily keep track of all your bookings based on their current status. This makes it easier to identify completed, pending, or canceled bookings, improving your overall booking management process.

2. Enhanced Payment Tracking:

The payment status filter is an excellent tool for managing your finances. It allows you to view which bookings have been paid, which are unpaid, or partially paid, helping you maintain a healthy cash flow.

3. Efficient Assignment Tracking:

By filtering bookings based on assignment status, you can monitor which tasks have been accepted, which are still pending, and which have been declined. This can aid in resource allocation and workforce management, ensuring that all tasks are attended to promptly.

4. Strategic Decision Making:

With a clear understanding of your booking, payment, and assignment statuses, you can make informed decisions that enhance your service delivery, customer satisfaction, and overall business performance.

With OctopusPro Calendar’s advanced filtering features, you have more control over your business operations. As such, you can effectively manage your bookings, assignments, and payments, leading to more productive workdays and a thriving business. Enjoy the benefits of a well-organized workflow today with OctopusPro.

Related Articles

To make the most out of our calendar management tools, we recommend exploring the following resources. These articles provide further insights on how to use each feature effectively:

• Understand how to organize your schedule with Scheduling and Dispatching
• Learn about viewing your schedule from different perspectives:
  • Calendar Month View
  • Calendar Week View
  • Calendar Day View
  • Calendar List View
• Discover how to expand your scheduling capabilities with:
  • Adding a Booking from Calendar
  • Blocking Unavailable Date/Time
  • Adding Calendar Notes
• Customize your view by applying filters:
  • Filter Calendar by Area
  • Filter Calendar by Booking Status
  • Filter Calendar by Fieldworker
  • View Fieldworker Google Calendar

We’ve designed these guides to help you take full advantage of our tools and streamline your operations. Happy scheduling!

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