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7.8 FINDING A CLIENT’S
APPOINTMENT
You
can find a client’s appointments in any date range from either the day
or week view by selecting client found in the action list. When you
select that option you are prompted to find the client then enter the
date range for the appointments the date range defaults to today’s date
but you can enter any date range. REMEMBER YOU CAN RIGHT CLICK A DATE
FIELD FOR A CALENDAR.
To find a client, enter
Client ID, First Name or Last Name or a combination, then press enter.
This will initiate a find function and if there is an exact or unique
match then a record will appear in the client screen. If there is no
exact or unique match ADVANTAGE
Salon Software and
Spa Software will generate a select list of possible
matches or an empty select screen if there are no matches. You do not
have to enter a full name for the search, you can put partial names in
ADVANTAGE
Salon Software and
Spa Software and the search will find all matches to the partial listing.
You
can at that point review the appointments and select the appointments
that you want to charge for then select the POS button to move the
selected appointments into the point of sale screen to ring up the
client’s transaction. |
