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      Search for an Existing Client

      In this tutorial, you will learn different ways of searching for an existing client and get handy hints on how to speed up your search.

      Note you can use the shortcut Ctrl + F to access the client search form when viewing the appointment book window.

      Prerequisites

      The Client has been created: see How to Create a New Client.

       

      Solution

      Let's say you want to search for a client named Sam Rutherford. Here are the steps involved:

      1. Locate the client search bar.
      2. Enter the first 3 letters of the last name, followed by a space, and then the first 3 letters of the first name. For example, to search for Sam Rutherford, you would enter Rut (space)  Sam
      3. Press Enter or Tab to search.

      Search for Client Option 1

      Other options:

      • You can also enter the first letter of their last name, followed by a space, and then the first letter of their first name. For example, to search for Sam Rutherford, you could enter R(space) S.

      Client Search Option 2

      • If you only know the client's first name, you can enter their first name followed by a space. For example, for Sam Rutherford, you would enter Sam.
      • You can also click the drop-down menu and manually search for the client.

      Client Search Manual Search

       

      Note:

      1. If you're unsure how to spell a name, you can click the drop-down menu and start typing. The list will update as you type, so you can easily find the correct spelling.
      2. In names with prepositions (e.g. "John-of-Smith"), each preposition can be replaced with a space.