Searching for clients

Need help locating a client in your customer database? There are several ways to find contacts using the search box. Here are a few quick tips!

To access your customer database, log into your online scheduling account and click on the second tab from the left called “Clients”.

The following search box will automatically appear above your client list.

customer database - search box

The sentance above your search box “Your search returned a total of x clients” indicates the total number of clients you have stored in your database. When you enter search criteria in the box, this number will be recalculated to reflect the number of clients that match the criteria.

When searching for clients you may enter:

  • First name
  • Last name
  • Primary email address
  • Telephone number
  • Group name

These search criteria must be spelled exactly the way they appear in the database.

Just below the search box, you also have the option to search by clicking the first letter of the client’s last name.

For more flexibility in your search, try these tips…

“name1 name2″

  • This will enable you to locate a client that has a firstname like “name1″ and a last name like “name2″
  • For example searching “george smith” will allow you to locate “georges smith” even though it has been mispelled.

“name1, name2″

  • This search tip is similar however includes a comma between the first name and last name and will enable you to locate a client that has a firstname like “name1″ or a last name like “name2″.
  • For example searching for “george,smith” may allow you to locate “betty smith” or “georges apollo”

Did you know we also have search tips to help you search for client birthdays? Try one of these…

  • b:today – Will display clients with birthdays on today’s date
  • b:tomorrow – Will display clients with birthdays on tomorrow’s date
  • b:mXX – Will display clients with birthdays during a specific month. Make sure to replace XX with the numerical value of the month (for example b:m03 = March).

Also check out Matt’s article on how acknowleding client birthdays can give you the extra edge on your competition.

Have fun practicing searching through your database!

Hello, We are your friendly CalendarSpots support team! We are happy to hear from you anytime and will be posting all our software updates and tips on this blog.
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