Creating a Session Holder Filter
To add a new filter that groups your clinicians or staff so you can view their appointments at a glance, open Appointments Configuration from the Appointment Book ribbon. In the Organisation Options section, select Session Holder Filters.
- Click Add Session Holders and Lists (or Add Session Categories if relevant).
- Enter a descriptive Filter Name, for example, “Doctors” or “Nurses”.
- Use the search icon to find and select each user you’d like to include.
- Adjust the order of clinicians if needed. The order here matches how appointments will appear in the Appointment Book.
- Click OK to add it to the filters list, then OK once more to save.
Large filters with many session holders may slow performance when switching views, especially if those staff have many scheduled sessions.
Each user who wants to see these filters in their personal Appointment Book view should also select them under User Options > Your Session Holder Filters. This ensures the filters show in their own Chosen Filters list.
