Searching for Appointments
You can search for appointments by customer name, phone number, zip code, or member ID (if activated).
Complete these steps:
- In Scheduler, click the Search toolbar button . You can search by customer.
- 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. - The appointments for the customer appear in the calendars in the left column. The oldest appointment appears first.
- Click one of the bolded days to open the customer's appointments for that day.
- Click the Cancel Search toolbar button to return to normal view.
NOTE: Scheduler searches for appointments within the scheduler only. R.O. Writer history is not searched.