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Find Client


The find client form allows you to search for a client, view appointments, open a client record, send an SMS and more.
 
Ctrl + F anywhere in Bp Allied will open the Client Search screen.
Find Client
1

Search Options

1. Search Options
Click the radio button to choose to search by Name, Phone number, Client ID, Referral Number or All fields
If searching by phone number the search automatically removes any spaces in the number
2

Search string

2. Search string
Select the client you wish to view. 
Either start typing the client name directly into this field
OR
Use the drop down arrow to scroll down the list.
3

Search Results

3. Search Results
The search results for searching for "paula" in ALL fields.
The results that meet the criteria are highlighted in yellow.
 
Note that Paula is found in the Last Name field for one record.
4

Results display option

4. Results display option
The search results displayed above are displayed as single rows. If the box is ticked then the results display on multiple rows in a narrower window. This option is saved once ticked.
5

View Appointments

5. View Appointments
Click on the link to View a clients appointments.
The first result in the list above is for a Third Party, hence there are no appointments created for that record.
6

View Phone details

The primary phone number is displayed in the search
Click the phone icon to view all of a client's phone numbers
 
The Phone Number list displays
The Send SMS option is only enabled for numbers specified as mobile phone numbers.
7

View Client Details

7. View Client Details
Click View/Edit link to open the client record of the selected client.
8

View Invoices

8. View Invoices
Click the link to view a clients Invoices in the Invoice Module
9

Print list...

9. Print list...
Click Print List to print a list of the results displayed.
10

Close

10. Close
Click Close to exit the Find Client area.