Using Filters and Search

As your waitlist grows, filters and search help you find exactly what you’re looking for quickly.

Quick Search

The search bar at the top of the waitlist searches across:

• First and last names
• Email addresses
• Phone numbers

Simply type to search — results filter in real-time.

Location Filter

Filter entries by location:

1. Click the Location dropdown
2. Select one or more locations
3. The list updates to show only entries from selected locations

Group Filter

Filter entries by group:

1. Click the Group dropdown
2. Select one or more groups
3. View entries only in those groups

You can select multiple groups to see, for example, all Toddlers AND Infants.

Status Filter

Filter by entry status:

1. Click the Status dropdown
2. Select the statuses you want to see
3. Common filters: “Waiting only” or “All active”

Tag Filter

Filter by tags you’ve assigned:

1. Click the Tags dropdown
2. Select one or more tags
3. See only entries with those tags

Flag Filters

Special filters for specific situations:

Show Archived

By default, archived entries are hidden. To see them:

1. Toggle Show Archived on
2. Archived entries appear with a visual indicator
3. Toggle off to hide them again

Combining Filters

Filters work together. For example, you can:

• Search for “Smith” + Location: “Main Campus” + Status: “Waiting”
• Show all entries with missing documents in the Toddler group
• Find all self-signups from the past week

Saving Filter Views

Your current filters persist during your session. When you return to the waitlist page, the default view shows:

• All locations (or your assigned locations if you’re staff)
• All groups
• Active statuses (not completed/removed)

Clearing Filters

To reset filters, click the X on any active filter chip to remove it.

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