"Search Appointments" Function for manual Entries in the Calendar

Appointments booked via the online appointment booking page are automatically transferred to the eTermin calendar. However, if your customers request an appointment by phone or on site, you can easily enter this using the appointment finder. The appointment finder can be used both in the dashboard and in the appointment calendar.

Search for appointments in the dashboard

To be able to use the appointment finder, click on the "New appointment" button in the dashboard. This opens a dynamic input mask. In the first step, select the desired service under Services. This automatically adjusts the appointment duration to the stored duration of the service.

1. Creating an appointment regardless of availability times

Once the service has been selected, enter the desired date and time under Date, Time, Appointment Details.
Finally, you can enter the data of your customer under the item Contact details and then click on "Save".

2. Creating an appointment with a display of the available appointments

Selecting a service is essential for using the appointment finder. Once the service has been selected, you can click on Search for appointments item. Then click on the button "Search appointments".
A calendar view then appears, where the next possible appointments are suggested based on the stored working times. If you click on a date and a time, this will then be applied to the Date, Time, Appointment Details item.

Search for appointments in the calendar

By clicking on the New Appointment button at the top next to the search bar or by double-clicking on the desired time slot, you can search for available appointments in the eTermin calendar.

The appointment editing window then opens. There are basically two ways to create an appointment:

1. Creating an appointment regardless of availability times

Select the Manual Input tab and the start and end date of the appointment. Then select or change the desired employee or resource. You can also select a service and enter the contact details.

2. Creating an appointment with a display of the available appointments

Select the Search time slots tab and the desired service(s). You can filter the services according to the assigned calendars in the appointment details, so that only the services are displayed that can also be booked in this calendar.

Then click on Earliest appointments so that the next free appointments for the selected service(s) and employee or calendar are displayed. Alternatively, you can also select a specific day using Select date for a specific day.