Forum Discussion
oliver_sousa
Apr 20, 2023Copper Contributor
Unable to search for Booking Appointments by Customer
We've been integrating the Microsoft Bookings platform into some of our processes however we've run into a few issues along the way that seem to be simple features for a booking platform that should ...
ChrisMangham
Nov 17, 2023Copper Contributor
oliver_sousa
I have found a way to do it.
So you need to go into the Calendar section, then choose the Export Option (you have to choose a window of 60days) and then download the file. It saves as a .tsv file, so you will then need to open Excel, and open it directly (you will need to change from "All Excel Files" to "All Files". This will then load the import error options, and you need to choose the "deliminated" options to "Tab" and then the report will open.
You can run a normal search in the Excel.
> If you are keeping a long list of appointments, then you will probably need to do a monthly download and drop it into a permanent spreadsheet, to keep a long-term list.
###hope that makes sense.