There are multiple purposes of user and schedule groups including:

oView 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.  Note that if you deactivate a user, their entry will still appear in user groups unless you edit the group.

 

To create groups:

 

1.From the calendar screen, click Settings > System Settings.

2.Click Users and Schedules tab > Users and Schedule Groups Button.

3.Use the list screen to create a list of groups.  

4.Click Save.

5.Click Edit.

6.For each group, click the Group Members button.

7.Use the list screen to add users/schedules to the group.

8.Click the check box under Make # of Columns Match to stretch or shrink the schedule screen when all group members are shown.

9.Click the Active check box to make the group active or inactive.

10.Repeat Steps 3 - 8 for all groups.

11.Click Save.

12.Click Exit.