- LAST UPDATE: 11/2/2018
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 grid within site admin, as seen here:
a user can select which details of an appointment 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-level 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.
Next, enter the value you want to search for in the search box, and then click "Go". Note that you can search for any alpha-numeric characters that may be used in the appointment level fields you selected in the previous step.
The system will them present you with a list of appointments that have values matching your search criteria.
It is important to note that if your account contains multiple locations, the Search for Appointments tool will search all locations which your profile is assigned to.
The Search for Appointments tool makes it easy to locate appointments with specific information right from the appointment grid. 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.