Find Client

Click the radio button to choose to search by Name, Phone number, Client ID, Referral Number or All fields

If searching by phone number the search automatically removes any spaces in the number

Select the client you wish to view. 

Either start typing the client name directly into this field

OR

Use the drop down arrow to scroll down the list.

The search results for searching for "paula" in ALL fields.

The results that meet the criteria are highlighted in yellow.

 

Note that Paula is found in the Last Name field for one record.

The search results displayed above are displayed as single rows. If the box is ticked then the results display on multiple rows in a narrower window. This option is saved once ticked.

Click on the link to View a clients appointments.

The first result in the list above is for a Third Party, hence there are no appointments created for that record.

The primary phone number is displayed in the search

Click the phone icon to view all of a client's phone numbers

 

The Send SMS option is only enabled for numbers specified as mobile phone numbers.

Click View/Edit link to open the client record of the selected client.

Click the link to view a clients Invoices in the Invoice Module

Click Print List to print a list of the results displayed.

Click Close to exit the Find Client area.