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PatientNow Essentials/EnvisionNow: Search for Openings

Search for Openings

Learn how to search for openings for single services, multiple services and single-day packages

If you need a quick way to search for specific first available appointments, use the Search for Openings feature to view all bookings available for a single service, multiple services or single-day packages.

🔎 How to Search for Openings

To begin your search, navigate to your Appointment Calendar and click on Search for Openings under the Appointment Options column.

Schedule > Appointments > Appointment Options > Search for Openings

You will see a new popup for Search for Openings.

1. Enter your client's name.

2. Click to search the Service you'd like to book using the Pkg/Service dropdown field.

3. Select Add to List when you've found the service or package you are looking for.

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4. To change the order in which you want to schedule these services, use the arrows under the Move column to rearrange your services.

5. If your client doesn't request an employee, click on First Available to assign an employee to the service. You can also assign a specific employee to your services through this drop-down menu.

💥 Please Note: If you have the program set up to check for qualified services , the program will only search through the employees that have the selected service listed as a service that they are qualified to perform.

6. Maximum Wait Between Services allows you to limit the amount of time that the client will need to wait between each service.


7. Enter the number of days you want to search for openings in the Days to scan field.

You will see a popup with the available times for the services and employee listed when searching.

Once you find the date and time that works best, you can select it and save the appointments by clicking Book Selected.

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