Applies to: All (Users, Managers, & Admins)
We highly recommend using the new calendar view for a better, more intuitive experience. Learn more here.
Overview
Filtering appointments in Endear allows you to efficiently manage and organize your schedule by narrowing down results based on specific criteria such as customer name, appointment type, or assignee. Use the article below to filter when using the appointments old view.
Select Appointments from the left-hand navigation
Select Search and Filter
Apply Filters
To remove any filters applied, click on Clear All to reset the view
Select Appointments from the left-hand navigation.
Click on Search and Filter: This will open the filter panel, allowing you to customize your view
Apply Filters: to view other filter options, click Add Filter
To remove any filters applied, click on Clear All to reset the view
