In the section above we covered how to look up clients, in this section we'll cover how to look up clients from any screen within TimeTap using the Appointment/Client Lookup tool.
Click the lookup icon in the top navigation menu:
Once the lookup window appears click the dropdown to the right of the window and select "Search Clients":
Enter the name of the client you want to look up, you can enter the full name, first name, last name, or the client's email, after the information has been entered press Return (Enter) in your keyboard:
You will then be taken to your list of clients where the only results displayed will be the client you entered, you can then choose to view the client's profile, add an appointment for the client, delete the profile, add a tag to the profile or send an invitation email: