The Appointment Finder is a fast, easy way to
schedule an appointment for a Contact in HoudiniESQ. It will automatically scan
the Events that make up your day for available timeslots. You can access it by
clicking the “Schedule Appointment” button at the bottom of the Contact form.
Additionally, you can also access the Appointment
Finder through the Contact List from the Main Menu.
This will bring up the Appointment Finder form.
From here, you can search for open slots in a
particular day with the following fields:
Date – This is the Date which you
want to find an appointment for. It is a standard Date lookup field (see the
Navigation section for more details). It defaults to the current date.
Duration – This field allows you to
specify the length (in hours) that your appointment is going to last.
Search by – This will allow you to
search by either a Staff member’s calendar, or your own personal calendar.
Limit Search to (optional) – The two
dropdown menus in this area will allow you to limit your search to a particular
Staff member or Calendar.
Once you have determined your search criteria, click
the “Search” button to pull up a list of available time slots.
If the search results are unsatisfactory, you can
change your criteria by clicking the “Retry” button. Once you have found a time
slot which meets your needs, select it with the mouse.
Then, select the Staff member who will be handling
the appointment, select the Calendar you want it to appear under, and the
Event|Task type it will be classified as. For more information on Event|Task
Types, review the corresponding section in this document.
Once you are ready to schedule the appointment, click the “Schedule” button.
You can also send an Email Confirmation to the
Contact with the “Email Confirmation” button. Once you are finished, click
For more information on HoudiniESQ, please click here.