Search for guests in the redesigned appointment book
Note
This is only applicable to the redesigned appointment book and does not affect the legacy version of the appointment book.
The redesigned Appointment Book places the guest search at the forefront, helping front-desk staff quickly locate guest profiles.
The add guest icon is now more prominent, allowing staff to efficiently add new guests as needed. Additionally, the past searches feature shows recently searched guests, reducing the need to repeatedly request guest information and enabling a more seamless, professional front-desk experience.
To search for guests in the redesigned appointment book, follow these steps:
Navigate to the redesigned appointment book.
In the search bar, start by typing the first three letters of the guest’s name, email address, or phone number.
Select the guest profile you wish to open from the list displayed.
Switch on the Search across centers toggle to search for guests across all centers within the organization.
After completing your search, you can:
Open the guest profile by clicking the guest’s name.
Book an appointment by clicking the Book Appointment button.
Send a text message to the guest by clicking the more options icon (three vertical dots) and selecting Send Text.
To add a guest from the search bar in the redesigned appointment book, follow these steps:
Navigate to the redesigned appointment book.
From the search bar, click the add guest icon.
Enter the details and click Create.