The Quick Search can be used to quickly pull up an appointment using the Appointment ID or search your Client list using client details. To use the quick search, you'll need to click on the magnifying glass icon -
And to toggle between searching for appointment IDs and clients, you'll need to click on the down arrow on the right of the search field.
In this help doc we'll cover -
Searching Appointment IDs
Every appointment in TimeTap has an Appointment ID. You can go directly to an appointment profile by entering its ID in the Quick Search bar at the top of the Backoffice -
For example, if a client shows you the email confirmation they received after booking, you can find the Appointment ID in the email (all TimeTap email templates include this by default) -
To use the Appointment ID for a search, you'll need to follow these steps -
- Copy the Appointment ID from the client's email.
- In the Quick Search bar, select Search Appointments from the dropdown.
- Enter the Appointment ID and press Return (Enter) on your keyboard.
This will take you immediately to the appointment profile of the appointment -
Although you can find appointments using the Calendar or Appointment Lists views, using the Appointment ID can be quicker, especially if you have many staff members or appointments.
Searching Clients
To look up clients using the Quick Search tool, you'll need to follow these steps -
- Click on the magnifying glass icon in the top navigation menu.
- In the search bar, select Search Clients from the dropdown.
- Enter the client's name or email (full name, first name, last name, email, or client ID are all acceptable).
- Press Return (Enter) on your keyboard.
You will see a list of clients matching your search criteria. From here, you can view the client's profile, add an appointment, delete the client profile, add a tag or send an invitation email -