Appointment Control Filters

To help you quickly use the Appointment Control screen, you are able to save and use search criteria filters. Using saved filters will help you pull the information you need faster.


Save Appointment Control Filters

  1. Select Appointments > Appointment Control.

  2. Enter your Search Criteria.

  3. Click the Save link.

  4. Add a Name to your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.  

Load Appointment Control Filters

  1. Select Appointments > Appointment Control.

  2. Click the Load link.

  3. Click on the Filter you wish to use.

Update Appointment Control Filters

  1. Select Appointments > Appointment Control.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.