How to Search for a Booking

Why This Matters?

Searching for a Booking provides a quick and efficient way to locate a specific booking across multiple diaries. You can search using patient or debtor information, making it easy to find the relevant booking without manually checking individual diaries. This saves time when reviewing or updating bookings and is particularly useful when managing multiple practitioners or diaries. It provides quick access to the information you need, helping keep booking management efficient and organised.

• Start on the Diary screen.

• • For details and navigation, see Diary Screen Navigation.
    
    

Let's Follow These Steps:

• Click on the Search for Debtor Bookings button.

• On the Bookings screen, customise your filtering options.

• • For details, see Bookings Screen Navigation.
    
    
• Click the Update Results button to apply your selected filters.
  
  

Result:

• The screen will update based on the selected filters.