Searching for Appointments

You can search for appointments by customer name, phone number, zip code, or member ID (if activated).

Complete these steps:

  1. In Scheduler, click the Search toolbar button The Search button in the Scheduler toolbar.. You can search by customer.

The search window with customer information entered.

  1. Enter the name, phone, or zip code of the customer and click the Search button.
    If the Member ID field is available, you can search by member ID as well.
  2. The appointments for the customer appear in the calendars in the left column. The oldest appointment appears first.

The current appointment for the customer with the other appointments bolded in the calendar months in the left column.

  1. Click one of the bolded days to open the customer's appointments for that day.
  2. Click the Cancel Search toolbar button The Cancel Search button in the Scheduler toolbar. to return to normal view.

NOTE: Scheduler searches for appointments within the scheduler only. R.O. Writer history is not searched.