Search for Appointments - Overview
PRICING TIER: All
APPOINTMENT VERSION: All
What is Search for Appointments?
The Search for Appointments tool allows administrative users of the application to easily search for existing Appointments.
By using the search bar present on the Appointment tab, a user can select the details by which they want to search, enter their search text in the bar, and then review the resulting Appointments. |
To get started using the Search for Appointments tool, simply click on the Search By bar above the search field.
This will expand the Search By bar into a drop-down, allowing you to select the Appointment or Customer fields you want to include in your search. Simply select the fields you wish to search by, and then click the "x" button to close the drop-down. If you have 25 or fewer fields, you can choose the Select All option to search across all fields for the matching search value.
Next, enter the value you want to search for in the search box, and then click Go. You can search for any alphanumeric characters that may be used in the Appointment or Customer fields you selected in the previous step.
The system will then present you with a list of Appointments that have values matching your search criteria.
The results include:
a View link to access the Appointment Summary
Location
Customer name
Date and time
Any fields where your search term is matched in the data of the Appointment
It is important to note that if your account contains multiple Locations, the Search for Appointments tool will search all Locations to which your profile is assigned.
The Search for Appointments tool makes it easy to locate Appointments with specific information right from the Appointments tab. However, if you are searching for Appointments with a specific Customer, it may be more useful to view that Customer's Appointment history from their profile, within the Customer tab.