Navigation and reports

How to use global search and the front-desk queue

Find records quickly and move directly to the clinic work that needs attention.

Step by step

1
Use the global search at the top of the clinic workspace and start typing a client, appointment, service, or invoice.
2
Choose the matching result to open its destination.
3
Open Day or Front desk to review arrivals, forms, checkout, and follow-up actions.
4
After payment or a status change, allow the page to refresh or use Refresh when offered.

What should happen

Staff reach the correct record without searching each section separately and the action queue reflects current clinic activity.