Client Search

In this article, we'll walk through how to search for clients in MyTime.  

Things to know:

• You can search for clients by their name, email address, or phone number
• When searching for a client in the appointment modal, POS, or clients tab, we prioritize clients associated with the selected location. As a result, clients matching the associated location will be shown first.
• The client's associated location will appear in the search results below their contact information
• The "View Clients" access control determines which clients appear in the list
• For businesses with lengthy client lists, the default search limit will display the first 15 possible matches for your search; however, you can increase that display limit to 30. This is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com.
• When filtering clients in the Clients tab without selecting a specific location or choosing a location with over 1,000 clients, the total client count based on the filter will initially be displayed in a rounded format. For instance, a total of 2,063 clients will appear as 2K. This value is cached and updated daily.

Contents:

• Searching for Clients from the Clients Tab
• Searching for Clients from the Appointment Modal
• Searching for Clients in POS

Searching for Clients from the Clients Tab

To search for clients from the clients tab:

1. Navigate to the Client's tab
2. Filter by the desired location
3. At the top right-hand corner of the page, locate the "Search Clients" search bar
4. Enter the client's name to view a list of matches

Searching for Clients from the Appointment Modal

To search for clients from the appointment modal:

1. Navigate to the Schedule 
2. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule                                                                                                                                                                     
3. Once the modal opens, search for the client's name in the client field 

Searching for Clients in POS

To search for clients in POS:

1. Navigate to POS < New Ticket
2. On the new ticket, search for your client in the search bar

For more information contact us at support@mytime.com.