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There are multiple purposes of user and schedule groups including:
| o | View only a subset of schedules (i.e., senior staff, interns reporting to a given supervisor, resources, rooms, staff working at different campus locations, etc.) |
| o | Filter for openings for appointments |
| o | Filter and aggregate data for reports |
| o | Filter for advanced client search |
A user/schedule can be included in as many groups as desired. At least one group should contain all active users and schedules. To create groups:
| 1. | From the calendar screen, click Settings > System Settings. |
| 2. | Click Users and Schedules tab > Users and Schedule Groups Button. |
| 4. | For each group, click the Group Members button. |
| 5. | Use the list screen to add users/schedules to the group. |
| 6. | Click the check box under Make # of Columns Match to stretch or shrink the schedule screen when all group members are shown. |
| 7. | Click the Active check box to make the group active or inactive. |
| 8. | Repeat Steps 3 - 6 for all groups. |
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