How do I find scheduled appointments for a client? From the calendar screen, click Find on the tool bar. Search for the client.

 

How do I find open appointment slots? From the calendar screen, click Find Open on the tool bar, and enter search criteria.  If searches have been saved, use the pull down menu to select a prior search.  Double click on any entry to be redirected to the appointment on the schedule.  (Note:  To search for all available openings, set schedules and appointment type search filters to Group:  All.)

 

If you frequently perform the same search, you can save your search by:

 

1.  Set search filters.

 

2.  Select Manage Saved Searches to save settings for your own future searches.  (Note:  Center administrators can save searches to be used by all staff.)

 

3.  On the pop-up window, click Edit on the menu bar and enter a name for the search.  (Note:  You can also delete searches that are no longer required by selecting the search from the list, and clicking Delete on the menu bar.)

 

4.  Click Save.

 

5.  Click Exit.