When scheduling a new appointment, the front-desk staff can search for the guest across all centers. This allows them to ensure that all guest information is recorded under a single profile, even if the guest visits multiple centers.
Enable guest search across centers for organization
Required roles: Any role with access to the Administrator mode.
Required permissions: None
At the organization level, click the Configuration icon.
Search for and select Search for guests across centers.
Select if you want to search for guests across Organization or Zone.
Click Save.
Enable guest search across centers for a zone
Required roles: Any role with access to the Administrator mode and zone-level access
Required permissions: None
At the center level, click the Configuration icon.
To search for guests across centers when creating a new appointment turn on the Enable guest search across centers setting.
To search for guests across all centers by default when creating a new appointment, enable the Allow guest search across centers by default setting.
This setting has to be first enabled at the organizational level.
Click Save.
Impacts and considerations
If you enable this setting, Search across centres checkbox will be available on the Booking wizard and appointment book allowing users to search for guests across all centers.
Guests from other centers will be easily identifiable by their icons, and hovering over the icon will display the center's name.
The guest icons for other centers will be displayed both in the search bar and after the guest is selected in the Booking wizard.