Appointment Finder

 

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 “Done”.

For more information on HoudiniESQ, please click here.