Overview

Used to search and find appointment information about a specific member.

Required Permissions

While viewing the dashboard, select Member Directory under the Scheduling column
Select a member from the list or use the search bar to find a specific member. Search by first name, last name, or member number.
Click on a member’s name to view details
- Notes can be added in the system notes section by clicking Edit. This is a handy spot to include notes about the member that will show anytime they are included as part of an appointment. These will only be visible to staff.
- Upcoming, Past and Canceled Appointments will be displayed.
- Select “Edit Appointment” to view the full booking details
  - Select Edit Booking to make changes
  - Select Cancel Booking to cancel
  - Any changes to the appointment can be seen by selecting “Change Log”