IN THIS ARTICLE:
Learn about the filtering options available from the CALENDAR page to help narrow your results when viewing enrollment details for classes, camps and/or parties.
After you have finished with a particular set of filters, be sure to click RESET FILTERS or press the ESC key on your keyboard to clear them.
Page Filters
"Page Filters" refers to the filters in the left-hand column of the Calendar page. These filters are used to limit the results displayed on the Calendar grid based on event type, day of the week or date, start times, or specific class/camp/party details.
- Show Calendar Events
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Classes - shows Classes on the Calendar grid
- NOTE: If this option is selected, staff members will only be displayed in the "Staff" Calendar view if they are assigned as an Instructor to one or more Classes.
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Camps - shows Camps on the Calendar grid
- NOTE: If this option is selected, staff members will only be displayed in the "Staff" Calendar view if they are assigned as an Instructor to one or more Camps.
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Appointments - shows appointments on the Calendar grid
- NOTE: If this option is selected, staff members will only be displayed in the "Staff" Calendar view if they are assigned as an Instructor to one or more appointments.
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Parties - shows booked Parties on the Calendar grid
- Available Party Timeslots - shows only available Party Timeslots on the Calendar grid
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Classes - shows Classes on the Calendar grid
- Current Date - defines the current date for the Calendar view
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Day of the week - only shows Classes/Camps/Parties that meet on the selected day(s) of the week. If you do not select a specific day of the week, classes for all days will be shown.
- If the “Weekly” view is selected, choosing one or more specific Days of the Week will restructure the Calendar to show only Classes/Camps/Parties for the next seven meeting periods. (For example, choosing only “Monday” will show details for the next seven Mondays, choosing Monday and Wednesday will show details for the next four Mondays/three Wednesdays, etc.)
- All Keywords - allows you to limit results only to classes/camps/appointments with the selected keyword(s) attached.
- All Programs - allows you to limit results only to classes/camps/appointments with the selected program(s) attached.
- All Levels - allows you to limit results only to classes/camps with the selected Level(s) attached.
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All Genders - allows you to limit results only to classes/camps/appointments that allow students of the selected gender(s).
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- NOTE: Selecting only "Male" or "Female" will limit events to those specifically limited to male or female students (respectively). Staff will also need to select "Co-Ed" if they wish to see all events for which a student may be eligible.
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- All Ages - allows you to limit results only to classes/camps/appointments that allow students of the selected age(s).
- All Zones - allows you to limit results only to classes/camps/appointments with the selected Zone(s) attached.
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Class Filters
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Class Status
- All - shows all classes, regardless of “Active”/“Inactive” status.
- Active - shows only classes marked as “Active.”
- Inactive - shows only classes marked as “Inactive.”
- All Start Times - allows you to limit results to only show classes that start within a specific 1/2 hour time frame. Times will only show if there is a class that meets the criteria (e.g., if your classes do not start until 4pm, you will not see any start time options prior to "4:00 pm - 4:29 pm").
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All Sessions - allows you to limit results only to classes with the selected session(s)/rolling session(s) attached. Note that if you are selecting single or multiple entries from the “Sessions” filter, the system will display results based on the specified “Enrollment Date”, also considering any active enrollments within the Look Ahead window. If you change the selected session(s), be sure to update the “Enrollment Date” filter accordingly to ensure best accuracy. (For example, if you are looking at enrollments in a future session, be sure to update the “Enrollment Date” filter to match the start date of the session.)
- Past Sessions/Rolling Sessions are hidden by default. However, there are toggle options to "Show Past Sessions"/"Show Past Rolling Sessions" to show these if needed.
- Sessions/Rolling Sessions are sorted by START DATE:
- For current/future Sessions/Rolling Sessions, they are sorted ASCENDING by start date (earliest to latest, so future sessions/rolling sessions are listed last).
- For past Sessions/Rolling Sessions, they are sorted DESCENDING by start date (most recent start date first, so oldest sessions/rolling sessions are listed last).
- NOTE: If the start date is the same, they are sorted by NAME.
- If multiple Sessions are selected, an option to "Show All Enrollments" will be displayed.
- If ENABLED. ALL enrollments will be displayed when viewing class enrollments.
- If DISABLED, only current enrollments + enrollments within the Lookahead window will be displayed when viewing class enrollments.
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All Instructors - allows you to limit results only to classes with the selected instructor(s) attached.
- NOTE: When using this filter, substitute instructors will only be included if they are scheduled to replace a permanent instructor within the defined date range.
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Class Status
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Camp Filters
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Camp Status
- All - shows all camps, regardless of “Active”/“Inactive” status.
- Active - shows only camps marked as “Active.”
- Inactive - shows only camps marked as “Inactive.”
- All Start Times - allows you to limit results to only show camps that start within a specific 1/2 hour time frame. Times will only show if there is a camp that meets the criteria (e.g., if your camps do not start until 4pm, you will not see any start time options prior to "4:00 pm - 4:29 pm").
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All Registration Periods - allows you to limit results to only show specific camps, based on the "Allowed Registration Dates" in Camp Details.
- Future Registrations - only shows camps where the Allowed Registration Dates range is in the future, based on the current date.
- Current Registrations - only shows camps where the Allowed Registration Dates range is ongoing, based on the current date.
- All Instructors - allows you to limit results to only show camps attached to the selected Instructor(s).
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All Camp Types - allows you to limit results to only show camps assigned to the selected Camp Type(s).
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Camp Status
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Appointment Filters
- All Start Times - allows you to limit results to only show appointment timeslots that start within a specific 1/2 hour time frame. Times will only show if there is an appointment timeslot attached that meets the criteria (e.g., if your appointments do not start until 10am, you will not see any start time options prior to "10:00 am - 10:29 am").
- All Instructors - allows you to limit results only to appointments with the selected instructor(s) attached.
- All Services - allows you to limit results to only show appointments assigned to the selected Service(s).
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Party Filters
- All Start Times - allows you to limit results to only show party timeslots that start within a specific 1/2 hour time frame. Times will only show if there is a party timeslots attached that meets the criteria (e.g., if your parties do not start until 10am, you will not see any start time options prior to "10:00 am - 10:29 am").
- All Stations - only shows party timeslots attached to the selected party Station(s).
- All Instructors - allows you to limit results to only show parties to which the selected Instructor(s) have been assigned as Party Host.
Calendar Filters
"Calendar Filters" refer to the filters at the top of the Calendar display. These filters are used to adjust the results displayed to display additional details or further limit the results by enrollment details (such as the number or type of openings).
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Calendar Date/Date Range (based on Calendar range) - defines the current week/day based on the defined “Current Date.”
- You can navigate forward/back by using the navigation buttons to the left of the Calendar Date/Date Range.
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Calendar range (defaults to weekly)
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Weekly - displays a grid with seven columns, each representing a day of the week.
- Note that this view may change slightly if a specific “Day of the Week” has been selected.
- Daily - displays a single column listing Classes/Camps/Parties occurring on the defined “Current Date.”
- Staff - displays a grid for the defined “Current Date” listing each instructor, with their events for the day listed beneath in the order they occur.
- Zone - displays a grid for the defined “Current Date” listing each Zone, with the events assigned to that Zone for the day listed beneath in the order they occur.
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Weekly - displays a grid with seven columns, each representing a day of the week.
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Create Class - launches the "New Class" window.
- After saving the class, the system will open the Calendar entry for the new class, defaulted to the next available class date (based on the class schedule, sessions/start dates, and taking into consideration any blackout dates that may affect the ability to create an enrollment).
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Create Camp - launches the "New Camp" window.
- After saving the camp, the system will open the Calendar entry for the new camp, defaulted to the first available camp date (based on the camp schedule).
- Create Appointment - launches the "New Appointment" window.
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Book Party - launches the "New Party Booking" window. defaulted to the next Party date.
- After saving the new booking, the system will return the user to the main CALENDAR page and launch the "Send Booking Confirmation Email" prompt.
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Calendar View
- Stacked - The “Stacked” view is only available from the weekly layout. By ignoring the traditional time layout view (resulting in overlapping classes/camps/parties and allowing little information to show), this view simply “stacks” events based on their start time. This enables iClassPro to display more details and also allows you to carry out more tasks directly from the Calendar page.
- Staggered - The “Staggered” view is available in either daily, weekly or staff layout and shows class, camp and party events as they are scheduled during your chosen time frame. The details available from this view are not as robust as those from the “Stacked” view.
- Minimum Vacancy - defines the minimum number of openings that must be available for a Class/Camp to be displayed in the Calendar results.
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Openings Filters - defines the specific type of openings that must be available for a Class/Camp to be displayed in the Calendar results.
- All Openings - will display any Class/Camp meeting the “Minimum Vacancy”, regardless of which type of opening is available.
- Regular Openings - will display only Classes/Camps meeting the “Minimum Vacancy” with a perpetual opening for a new ongoing enrollment (ACTIVE type).
- Temporary Openings - will display only Classes/Camps meeting the “Minimum Vacancy” with a temporary opening for a new one-day enrollment (MAKEUP/TRIAL/SINGLE DAY type).
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Details Filter - defines which details will be included in the calendar view (Stacked view only)
- Level - displays the Class Level.
- Area - displays the Zone/Area assigned to the Class/Camp.
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Instructors - displays the names of the Instructor(s) assigned to the Class/Camp/Party.
- NOTE: substitute instructors will only be displayed if they are assigned as a substitute within the specified Date Range, and ONLY for the date(s) for which they are assigned.
- Students - Displays the name(s) of the students who will be enrolled in the Class/Camp on the specified date, with visual indicators to determine if they are expected to be present or absent.
- Waitlisted Students - Displays the name(s) of the students who have a WAIT type enrollment for the Class/Camp.
- Hide if Attendance Taken - if enabled, the calendar will hide entries for any Classes/Camps for which attendance has already been recorded, as well as classes/camps that have no enrollments at all on the date being displayed.