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Advice and answers from the Endear Team

Search results for:how to change the date of my results

How to reschedule an appointment by dragging on the calendar
Move an appointment to a new time or date, reassign it to another staff member, or change its length by dragging it on the calendar… Dragging works in day, week, and month view, and it can change the time, the date, the assigned staff… Drag an appointment to a new slot to change its time or date
How do I set a task's deadline?
Set a task's due date… Pick Date & Time to select from a calendar Learn how to make your due date recur here… Solution Overview: Visit the task whose deadline you want to set Choose a due date
How do I filter and adjust my reports' results?
Setting the date range… From within any report, you're able to adjust the period of time over which you want to see results… by using the Date Range drop-down menu
How do I change my Email display name?
Change how your Email is displayed… Applies to: Admins & Managers ​ Endear gives you the option to change your Email's display name
What are message statuses and how do I change them?
How do I change a message's status?… Follow Up: A customer has not been replied to in an extended amount of time To Change the Status
How can I create or change my pin code?
Learn how to change your default pin code… If you would like to change your pin code to 6 digits of your choose, follow the instructions below
How do I edit a calendar?
Learn how view and change calendar settings… View and edit the calendar details: Label: Change the name of the calendar… Access: Change who can view or edit the calendar. * To add yourself as an editable user: Click "Edit"
How do I change or reset my password?
Steps to take if you or one of your users forget their password or if you want to change your password… Change your Password… Applies to: Everyone You may have forgotten or wish to change your current password for security
How do I change a user's role?
Learn how to change a user's role to an admin, manager, or user… Applies to: Admins You can change a user's role to an admin, manager, or user at anytime following… Solution Overview Click on Settings Click on Staff Select the User you'd like to change
How to search for an appointment on the calendar
Find any appointment by customer or staff member name from the calendar header, across every date rather than just the current week… showing the date, time, customer, service type, and assigned staff member… If there are more results than fit, scroll to load the rest