You can quickly find a customer in Appointy using the search bar in the Customers section.
Search can be useful when you need to open a customer profile, review their appointments, check payment history, update their information, or perform another customer-related action.
How to search for a customer
Quick navigation
Customers → Search Bar → Enter Customer Information
Steps to search for a customer
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Click the search bar in the customer list panel.
- Enter the customer information you want to search for.
- Select the matching customer from the search results.
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What information can I use to search for a customer?
You can search using customer information available in your customer records, such as:
- Customer name
- Email address
- Other supported customer information
Because Appointy is used across different industries, the person you are searching for may be a client, patient, student, member, guest, or participant.
Why should I use customer search?
Customer search is useful when you want to quickly:
- Open a customer profile
- View a customer’s appointments
- Check payment history
- Review customer notes
- Update customer information
- Add an appointment for an existing customer
- Apply customer-specific booking restrictions
Instead of scrolling through the entire customer list, you can search for the customer directly.
What should I do if I cannot find the customer?
If a customer does not appear in the search results:
- Check the spelling of the customer’s name
- Try searching by email address
- Try another customer detail available in your records
- Confirm that the customer exists in your Appointy customer list
- Check whether duplicate or merged customer records may exist
If the customer has not been added yet, you can create a new customer profile or import an existing customer list.
Frequently Asked Questions
How do I search for a customer in Appointy?
Go to Customers and enter the customer’s name, email address, or other supported customer information in the search bar.
Can I search for a customer by email address?
Yes. You can use the customer’s email address to search for their profile.
Can I search for a client, patient, student, or member?
Yes. Appointy uses the generic term customer, so the same customer search can be used for the people relevant to your business.
Why can’t I find a customer in search?
Check the spelling, try the customer’s email address, and confirm that the customer record exists in your account.
What can I do after finding a customer?
You can open their profile to review or manage information such as appointments, payments, notes, journey history, booking restrictions, and other customer details.