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.
Applies to: All (Users, Managers, & Admins)
Overview:
Click on Customers
Click on Appointments
Click on Search and Filter
Apply Filters
To remove any filters applied, click on Clear All to reset the view
Click on Customers
Click on Appointments
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
Clear Filters
