Jobs & Scheduling

How to View and Manage Appointments by Team Member

Filter the calendar to see individual team member schedules in Local Business Pro.

beginner 3 min read team-member filter calendar view
Book a demo Calculate missed-call revenue

Quick Answer: Use the team member filter dropdown on the Calendar page to view one person's schedule. This shows only their appointments, making it easy to check availability or manage their day.

Why Filter by Team Member

  • Check a specific person's availability
  • Review one technician's daily schedule
  • Avoid visual clutter when you have many team members
  • Compare workloads across team
  • Manage vacation/time-off coverage

Step-by-Step Filter

  1. Navigate to Operations > Calendar
  2. Find the team member dropdown in the header
  3. Click to open the selection
  4. Select one team member or multiple
  5. Calendar now shows only their appointments
  6. Select All to return to full view

Viewing Multiple Members

Select multiple team members to compare schedules side by side. In some views, each person's appointments appear in a different color for easy identification.

Frequently Asked Questions

Q: Can team members only see their own calendar?
A: Permissions can be set so team members see only their own appointments or everyone's.

Q: How do I balance workloads across the team?
A: Compare individual schedules to identify who has capacity for additional appointments.