Searching clients in calendar

Sometimes a client calls and says, “Hey, can we move my appointment?” while the calendar is already full of colorful tiles. This is where the calendar’s built‑in client search saves the day.

Opening the calendar

First, open the calendar view in Appointible by going to Calendar from the main menu.

On the left side, there is a panel that shows the next seven days of appointments. At the top of this appointment list is a client search field.

Using the client search

The calendar search is designed for quick lookups while working with appointments, for example when a client is on the phone or at the front desk.

In the Name/phone/email search field at the top of the left panel, it is possible to search clients by:

• Name (full or partial)
• Phone number (full or partial)
• Email (full or partial, if available in the account)

1. Click in the search field at the top of the appointments list.
2. Type part of the client name, phone number, or email.
3. Select the correct client from the results list.

If the client is not found, it is possible to open the full client list in Clients and use the advanced search and filters there.

Viewing client appointments

After selecting a client, the left panel switches to that client’s history. It shows past and upcoming appointments so it is easy to answer questions like “When was my last visit?” without leaving the calendar.

From this view it is possible to:

• Check past appointments and services
• See upcoming bookings
• Open an appointment to Edit it, Cancel appointment, or Book again

To add a new appointment directly from this client view, click the plus (+) button above the client’s details.

Booking from client search

When adding a new appointment from the client view, the client is already selected, so only the appointment details need to be filled in. It keeps things fast and tidy, like a good front desk should be.

1. Choose the Date for the appointment.
2. Select the Service provider.
3. Click Select services and pick the service that will be provided.
4. Set the appointment Start time.
5. Adjust any other details if needed, such as notes or price.
6. Click Save.

Finding the booked appointment

After saving, the new appointment appears in the main calendar at the selected date, time, and team member column. It can be managed like any other booking using options such as Edit, Cancel appointment, Mark as arrived, or Book again.

Tips and next steps

Use the calendar client search for quick day‑to‑day changes, and the full Clients page when detailed client records, notes, or merging clients are needed. For adjusting how the calendar looks or behaves, check Calendar Settings.