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	<title>The Pencil'em.com Blog &#187; client filtering</title>
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		<title>New Features &#8211; Client Filtering and Service Lengths</title>
		<link>http://blog.pencilem.com/new-features-client-filtering-and-service-lengths/</link>
		<comments>http://blog.pencilem.com/new-features-client-filtering-and-service-lengths/#comments</comments>
		<pubDate>Wed, 24 Jun 2009 22:05:42 +0000</pubDate>
		<dc:creator>Greg</dc:creator>
				<category><![CDATA[New Features]]></category>
		<category><![CDATA[Pencil'em]]></category>
		<category><![CDATA[client filtering]]></category>
		<category><![CDATA[new feature]]></category>
		<category><![CDATA[service lengths]]></category>

		<guid isPermaLink="false">http://blog.pencilem.com/?p=104</guid>
		<description><![CDATA[Client Filter
Based on the incredible feedback we&#8217;ve received from our users, we&#8217;ve rolled out some new features we wanted you to know about.  The first of these new features you will find on the Clients Page.  As your client list grows it can get difficult to find a client your looking for.  This is why [...]]]></description>
			<content:encoded><![CDATA[<h2 style="margin-top:.5em;">Client Filter</h2>
<p>Based on the incredible feedback we&#8217;ve received from our users, we&#8217;ve rolled out some new features we wanted you to know about.  The first of these new features you will find on the Clients Page.  As your client list grows it can get difficult to find a client your looking for.  This is why we&#8217;ve added the &#8220;Client Filter&#8221;, a great new way of filtering for a specific client.  The new client list looks like this:</p>
<div id="attachment_105" class="wp-caption alignnone" style="width: 501px"><img class="size-full wp-image-105" title="New client filtering options" src="http://blog.pencilem.com/wp-content/uploads/2009/06/client_filter.gif" alt="New client filtering options" width="491" height="384" /><p class="wp-caption-text">New client filtering options</p></div>
<p>To perform a client filter, simply select from the drop down what you would like to filter on.  The options available are First Name, Last Name, Email, Phone, and All.  After selecting how you would like to filter, start typing what you&#8217;re looking for in the client filter box.  The search results will appear below the client filter.  We believe this feature will make it much easier to work with your client list as it grows.</p>
<h2 style="margin-top:1em;">Service Lengths</h2>
<p>Another highly requested feature was the ability to set a length for each service.  We&#8217;ve now added this feature and you can find it on the Add Service and Edit Service screens.  When adding a new service the screen now looks like this:</p>
<div id="attachment_106" class="wp-caption alignnone" style="width: 295px"><img class="size-full wp-image-106" title="New Service Length Field" src="http://blog.pencilem.com/wp-content/uploads/2009/06/service_length.gif" alt="New Service Length Field" width="285" height="351" /><p class="wp-caption-text">New Service Length Field</p></div>
<p>Note, if you have already added services to the system, you can edit these services to add a service length by clicking on the service, then clicking the &#8216;Edit Service&#8221; button.  Select a service length from the drop down menu and click &#8220;Save Changes&#8221;.   The system will now take these service lengths into consideration when creating appointments via the scheduling screen.  Also, when viewing the daily schedule on the main scheduling screen you can see how long a particular service is, so you know when your next available appointment is.  The new screen looks like this:</p>
<div id="attachment_107" class="wp-caption alignnone" style="width: 501px"><img class="size-full wp-image-107" title="New appointment length info" src="http://blog.pencilem.com/wp-content/uploads/2009/06/mini_schedule_length.gif" alt="New appointment length info" width="491" height="384" /><p class="wp-caption-text">New appointment length info</p></div>
<p>Notice under the appointment time, you can see the service length.  In the above case, we have an appointment at 5:00 pm that is 1 hour.  We know then we can&#8217;t schedule an appointment until 6 pm or the system will let you know there is a booking conflict.  You can still override these conflicts by clicking &#8220;Go ahead&#8221; on the conflict alert box.  Also, you should know that service lengths are not a required field.  If you do not input a service length the system will use your &#8220;Default Appointment Length&#8221; found on the settings page.</p>
<p>We have also pushed out a few new changes to the Pencil&#8217;em Mobile platform including improved booking conflicts notification based on service lengths.</p>
<p>We hope you enjoy these new features and they allow you to more easily work with your appointments and clients.  As always, your feedback is appreciated!</p>
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