Viewing a client's upcoming appointments on your Schedule

If you need to view the upcoming appointment(s) for a specific client in order to make an edit, confirm an appointment, etc., you can do so quickly from your Business' Schedule.  You can also view upcoming appointments for a client via the Booking Activity tab in the client's record, and the Future Appointments report found in your business' Sales section. 

  1. Navigate to your Business tab.
  2. Select Schedule.
  3. To the left of the date, select the calendar icon to open up the Schedule sidebar.

  4. In the space marked Search Clients, enter at least three letters of the client's name, and select them from the drop-down.

  5. All of the client's upcoming appointments will display. Click on an appointment and the Schedule will open to that specific date.

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