NextGen Knowledge Center

Search for Appointments Using Appointment Search Ahead

While scheduling an appointment you can search for the available time slots for an event, a resource, and a location from the Appointment Search Ahead window and book an appointment.
  1. To open the Appointment Search Ahead window, do one of the following:
    • Select Tasks > Appt Search.
    • In the Appointment Book window, select the Appointment Search icon.
    The Appointment Search Ahead window opens.
  2. In the Event field, select an event or an event chain for the search. This is a mandatory field.
  3. In the Service Location field, select one or more locations for the search, or select the All option to include all locations. This is a mandatory field.
  4. In the Resources/Classes field, select one or more resources for the search, or select a single class. This is a mandatory field.
  5. Enter the other fields in the Search Criteria section as needed.
  6. Select Find.
    All the available time slots that match the search criteria entered appear in the Available Timeslots section.
  7. From the Available Timeslots list, do one of the following:
    • Double-click to open the desired timeslot.

      The Add Appointment window opens.

    • Right-click the desired timeslot and select Book Appointment.

      The Add Appointment window opens.

    • Right-click the desired timeslot and select Open Scheduling Multi-View.

      The Multi-View tab of the Appointment Book window opens.