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Status Future consideration
Categories Calendar & Scheduling
Created by Guest
Created on Oct 19, 2016

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Search by client name or event title in calendar

When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go back to clients and go into details and then appointments. Then we lose our spot on the schedule and have to go back to it.
App Type TheraNest App
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  • Guest
    Reply
    |     Dec 2, 2022
    Yes, the no service type events too - for example, I'm trying to find the names and dates of trainings I attended and have no way to search for them.
  • Guest
    Reply
    |     Sep 22, 2021
    a drop box to look at the agenda/calendar by client
  • Alexis Brown
    Reply
    |     Jul 19, 2021
    agreed with all... especially searching for non-client events. We all schedule consultation or supervision in our calendar and need to be able to search for this.
  • Dulcinea Pitagora
    Reply
    |     Dec 10, 2019
    I'd like to put in a request for a calendar search function for non-client events (e.g., so I can search for supervision appointments for a given staff member).
  • Guest
    Reply
    |     Aug 28, 2019
    Please add a simple search box to the Calendar view so that any client can be searched to show (at least) their upcoming appointments—whether individual or as part of a "group" (including couples). This will save us a lot of time. Thank you.
  • Guest
    Reply
    |     Jun 15, 2019
    We need to be able to see future and past appts a client has using the search feature for the client's name in the calendar vs it taking you to the client's acct or agenda. That would be so helpful for scheduling purposes and would be more in line with Google Calendar search features.
  • Guest
    Reply
    |     Mar 13, 2019
    We agree with all these comments; It would be great to search for a clients appointment in the calendar.
  • Guest
    Reply
    |     Sep 12, 2018
    If the Theranest calendar had this, and other features similar to the Outlook calendar interface, it would make navigation much more efficient. The calendar is one of the features used most and some enhancements will be much appreciated. Thank you.
  • Guest
    Reply
    |     Jun 9, 2018
    Making the calendar searchable makes it easier to determine if a client schedules a future appointment. Please do! Thanks!
  • Guest
    Reply
    |     May 21, 2018
    It would really be helpful to do a search in the calendar instead of clicking through weeks/months or going in specific clients to see when their appointments were. Thank you!
  • Guest
    Reply
    |     Aug 25, 2017
    When changing around client apt it would be extremely helpful to view your changes in calendar form quickly to make sure your changes were recorded correctly. Visual confirmation is so much more accurate and efficient than pulling a report and having to look up apt dates on a calendar on another device
  • Guest
    Reply
    |     Jul 19, 2016
    It would be helpful to be able to search for a client name in the calendar. Sometimes appointments are made in advance and the client can't recall when it is. It would be a time saver not to have to page through a day at a time.
  • Guest
    Reply
    |     Mar 29, 2016
    There should be a client calendar filter to view individual client schedules in calendar format. Additionally, it would be helpful to be able to access the late cancel/no show,etc. options via double-clicking the client's appointment from the calendar.
  • Guest
    Reply
    |     Jan 14, 2015
    We put many events in the calendar, not just client appointments. It would be very helpful to be able to search the calendar by event title.