Applies to: All
If you know whose appointment you are looking for but not when it is, search for it from the calendar header. Search covers your whole calendar, past and future, not just the dates currently on screen.
Overview
Select the search box in the calendar header.
Start typing a customer name or contact information — results appear as you type.
Select a result to open that appointment.
Select the back arrow, clear the box, or press Esc to return to your calendar.
Step-by-Step Guide
1. Select Appointments from the left-hand navigation. The search box sits in the calendar header, to the left of the day, week, and month options. On a phone, select the magnifying glass icon in the header instead.
2. Start typing. Results appear from the first character — there is nothing to submit and no need to press Enter. While you are searching, the header simplifies to a back arrow and the word Search, so the date navigation and the other buttons are temporarily out of the way.
3. The calendar grid is replaced by a list of matching appointments in date order, grouped by day, each showing the date, time, customer, service type, and assigned staff member. Past appointments are included. If there are more results than fit, scroll to load the rest. Select any result to open its side panel, where you can view and edit the appointment as usual.
Good to know
Search is not case-sensitive.
Blocked time is not included in search results.
Any filters you have set in the sidebar still apply while searching. If you expect a result and do not see it, check your filters.
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