Find an appointment

You've found the appointment and opened it, or its client.

Before you start

Anyone in the business can do this.

Start here

Appointments

Steps

  1. 1

    Type a client's name, phone or email in the search box, or choose a date range.

  2. 2

    To see one provider's appointments, pick them in the provider filter beside the search.

  3. 3

    Click the Date or Client heading to sort; click again to reverse.

  4. 4

    Open the row's ⋮ menu: one option opens the client's profile, the other opens the appointment.

If something goes wrong

“No appointments match these filters”
Widen the date range or clear the search.

Good to know

  • Date ranges: any time, today, the next or last 7 or 30 days.
  • Leaving the page clears the search and filters. Staff see the edit option only on their own appointments.

Can't find what you need?

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