---
title: Visual Book - Display Controls
description:   If you are at a single Site/Business Center location, the Visual Book will automatically display the last view you opened. If you have multiple Sites/Business Centers, you will have to open a select
---

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# Visual Book - Display Controls

- #### [Opening a View](https://helpcenter.skywire.com/knowledge/visual-book-display-controls#Opening-a-view)
- #### [Saving / Opening a View](https://helpcenter.skywire.com/knowledge/visual-book-display-controls#Saving-Opening-a-view)
- #### [Booking Wizard](https://helpcenter.skywire.com/knowledge/visual-book-display-controls#Booking-wizard)
- #### [Cut Board](https://helpcenter.skywire.com/knowledge/visual-book-display-controls#cut-board)
- #### [Export](https://helpcenter.skywire.com/knowledge/visual-book-display-controls#export)

 

### Opening a View

 The Display group offers several options to open, save, and retrieve a Visual Book view. 

If you are at a single Site/Business Center location, the Visual Book will automatically display the last view you opened. If you have multiple Sites/Business Centers, you will have to open a selected view every time.

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190329221332_Visual%20Book%20Navigate%202.gif)

Each view displays the same Resources, but they allow you to further filter who and what you see.

- Resource: Select this view if you want to filter by Provider, Facility, or Equipment
- Business Line: Select this view if you want to filter by a Business Line (i.e. Facials, Massage, Nails)
- Activity: Select this view if you want to filter by an Activity (i.e. Sanctuary Massage, Swedish Massage, Hot Stone Massage)

#### To Open a View

**Step 1:**

Select a view

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190329221229_Visual%20Book%20Open%201.gif)

**Step 2:** 

Select a target date & Business Center

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190329221235_Visual%20Book%20Open%202.gif)

**Step 3:** 

Select the + to expand your Resources and narrow down as much or as little as you would like to view

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190329221148_Visual%20Book%20Open%203.gif)

**Step 4:** 

Select the checkbox next to the Resources you would like to view, and select "Accept" - you opened a Book!

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190329221243_Visual%20Book%20Open%204.gif)

 

### Saving / Opening a View

 You can save multiple Visual Book views to quickly access for future use.

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190401233446_Visual%20Book%20Booking%20Open%20Save%20Views.gif)

These views are specific to the User that is logged in, so saved views will be entirely your own.

#### Open Saved

Select "Open Saved" to open & manage saved Visual Book views. Here you can select a view to open it, or delete a view to remove it.

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190402174848_Visual%20Book%20Open%20Saved.gif)

#### Save Current

Select "Save Current" to save the Visual Book view you currently have open for future use. Add a Title and select "Accept" to save. 

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190402175130_Visual%20Book%20Save%20Current.gif)

 

NOTE: The most common view to open/save is All Resources

 

### Booking Wizard

 The Booking Wizard will redirect you to the Reservation Agent Module for the specific Business Center you are currently viewing.

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190401233515_Visual%20Book%20Booking%20Wizard.gif)

Please refer to the Reservation Agent course for training on this Module. 

 

### Cut Board

All appointments that are Cut from the Visual Book and not yet Pasted will be stored in the Cut Board. 

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190401233524_Visual%20Book%20Booking%20Cut%20Board.gif)

Here you can view a list of all these appointments including original appointment details and any Resource requests. 

NOTE: It is recommended that you review the Cut Board on a nightly basis to avoid any neglected appointments

 

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190402181116_blob)

 

### Export

Export a copy of your entire Visual Book.

![](https://schoolkeep-production.s3.amazonaws.com/wysiwyg/420a68db-e4f4-4699-94b0-5ac3c6051d1f/20190401233533_Visual%20Book%20Booking%20Cut%20Export.gif)

Select Export to download an copy of your Visual Book for the current day to Excel. 

 

 

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