PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
The Location Search features make it easy for administrative users to quickly find account Locations using a search box, as opposed to scrolling through their entire Location list to make a selection. These features are designed to improve the usability and performance of the administrative interface for accounts with a large number of Locations. Most of the Location Search options will only be available when a specific number of Locations has been added to your account, or a particular feature is enabled.
There are currently 5 areas where the Location Search options will show in the DaySmart Appointments administrative interface:
Appointment Search – Appointments tab
Managing Locations – Lists tab
Changing Locations – Dropdown list
Managing Plugins – The Marketplace
Staff Management – Staff Members tab
NOTE: The term “Location” might be different in your account based on what terms have been customized in the Settings section.
1. Appointment Search
Location Search options will automatically show on the Appointment Search page for any DaySmart Appointments account with more than 25 Locations. When enabled, administrative users will be required to search for and select a Location as the first step in the Appointment Search process.
When searching with the default options selected, the search results will automatically include any Locations based on the Location Name, Company Name, and Store Number fields. To search using a single field or change the search type, click Go.
2. Managing Locations
Location Search options will automatically show after clicking the Lists tab for any DaySmart Appointments account with more than 25 Locations. When enabled, administrative users will be required to search for and select a Location prior to viewing and updating Location Information. When searching with the default options selected, the search results will automatically include any Locations based on the Location Name, Company Name, and Store Number fields. Click the magnifying icon to search using a single field or change the search type.
3. Changing Locations
All DaySmart Appointments accounts will include a dropdown list used to switch between Locations. By default, the dropdown will not include a search option, however, our Client Services team can add a search option that will make it possible to filter the dropdown list based on the Location Name and Store Number fields. To request the searchable dropdown feature for your account, please reach out to support by clicking on the
Green circle at the bottom right section of your account.
4. Managing Plugins
Location Search options will show for all accounts when adding and removing plugins through the DaySmart Appointments Marketplace. These options are designed to make it easy for administrative users find and select specific locations for each plugin. Search results will be based on Location Name. Users can also select the “All” and “None" options to automatically select all or deselect all Locations.
5. Staff Management
Location Search options will automatically show in the staff management sections for any Staff Member assigned to more than 10 Locations. When enabled, administrative users will be required to search for and select a Location prior to accessing the Schedule, Schedule Exceptions, Schedule Templates, Rooms, Services Offered, and Days Off sections. These options only apply to accounts using the Location Staff Sharing feature. When searching with the default options selected, the search results will automatically include Locations based on the Location Name, and Store Number fields.