Search with the Calendar

Use the Calendar in Desktop Client Web to search for reservations, bookings, and service orders. The system displays results in a calendar view. You can perform a basic search or an advanced search:

  • Basic search: Specify basic reservation information, such as the starting time, end time, group, and contact name.
  • Advanced search: Perform a field-level search at the reservation, booking, booking detail, or booking detail item level.

Search in the Calendar

  1. On the Desktop Client Web toolbar, click the Calendar icon. The system opens the Calendar window, which defaults to the Results tab.
  2. Click the Filter tab to set search criteria. Toggle between Basic or Advanced search modes.

Basic search

  1. In the Browse For field, select the search focus: Reservations, Bookings, or Service Orders.
  2. Enter search criteria:
Field Description
Month / Year The default value is the current month and year.
Include Canceled Select this option to include canceled bookings in the search.
Group Search for a specific group. See Search for a Group or Contact.
  1. Click Options to set additional filters, such as Date/Time Filter or Get Data when Calendar Opens.
  2. Click Get Data or Refresh. Results appear on the Results tab.
  3. From the Results tab, you can:
    • Open an item: Double-click an item in the lower pane to open it in the Navigator.
    • Print: Click Print to print results.
    • Email attendees: Click Email to send an SMTP email (see Send Email from EMS) or click Outlook > Send Invitation.
    • Export: Click Export to export results to Microsoft Excel.
    • Manage service orders: Use the Review or Change State buttons. See Search for Service Orders.
  4. Click Close to save your settings.

Advanced search

  1. Click Advanced.
  2. Set the Month and Year.
  3. Click Options to add search filters.
  4. Click Get Data or Refresh.
  5. Click Close to save your settings.