Member Directory

Table of Contents


Overview

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

Required Permissions

  • Professional Services Admin


Member Directory 

  • 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 system notes have a 500 character limit and 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”


Best Practices

FAQs