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How to Use Calendar Filters

Use filters in the calendar to quickly find trips, guides, and bookings that need your attention.

Calendar filters help you focus on exactly what matters without scanning your entire schedule. In Monthly View, you can narrow down your calendar using different filters to quickly find trips, assignments, or booking details.


How to Use Calendar Filters:

  1. Go to your Calendar.

  2. For the best view, switch to Monthly View.

  3. Use the filter bar at the top of the calendar.

  4. Select one or more filters to narrow down your view.

  5. To remove a filter, click Clear Filters button.


Available Filters:

Guide — Shows trips assigned to a specific guide. Helpful for reviewing workloads or checking availability.

Requested Guide — Shows trips where a specific guide was requested during booking. Useful for honoring client preferences and confirming assignments.

Booking Client — Displays bookings tied to a specific client. Great for quickly locating a client's trips.

Experience — Filters trips by the type of experience booked. Helps you focus on specific offerings.

Trip Manager — Shows bookings managed by a specific team member. Useful for internal coordination.

Booking Status — Filters by booking stage such as Confirmed, Settled, or Canceled. Helps track where each booking stands.

Booking Payment Status — Displays bookings based on payment progress (e.g., unpaid, partial, paid). Useful for follow-ups.

Trip Status — Filters trips by their current state (upcoming, completed, etc.). Helps track trip progress.

Guide Payment — Shows trips based on guide payment status. Useful when reviewing payouts or unpaid trips.


Calendar Display Options:

You can also control how trip information is displayed. Use the display selector to choose between:

  • Trip readiness — Shows the readiness status of each trip at a glance.

  • Experience color — Color-codes trips by experience type for quick visual reference.


Using filters makes it easy to stay organized, spot what needs attention, and manage your schedule with confidence—especially as your bookings grow.

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