When you begin scheduling multiple meetings with candidates, your calendar can fill up quickly.
FranFlow provides filtering and search tools that help you quickly find the exact appointment you need.
You can filter or search appointments based on:
✔ Contact name
✔ Calendar type
✔ Assigned user
✔ Date range
✔ Appointment status
These tools help you quickly locate meetings without scrolling through your entire schedule.
Where to Filter or Search Appointments
Filtering and searching can be done from two places:
Calendar View
A visual layout of your meetings.
Appointment Listing
A detailed list of all scheduled appointments.
Most filtering and searching is easiest from Appointment Listing.
To access it:
Log into FranFlow
Click Calendars
Select Appointment Listing
You will now see a list of scheduled appointments.
How to Search for an Appointment
The search bar allows you to quickly find a meeting by contact.
To search for an appointment:
Go to Calendars
Open Appointment Listing
Use the Search bar
Type the contact’s name, email, or phone number
FranFlow will automatically show matching appointments.
How to Filter Appointments
Filters allow you to narrow down your appointment list.
You can filter by:
• Calendar type
• Assigned user
• Date range
• Appointment status
To filter, follow the steps below:
Go to Calendars
Open Appointment Listing
Click Filter
Select the filter options you want
Click Apply
Your appointment list will update immediately.
How to Clear Filters
Sometimes users think appointments are missing when filters are still applied.
‼️ Important: Always clear your filter! No matter where you are, whatever your last filter applied was will persist across all views even when you refresh your browser.
To remove filters:
Click Filter
Remove selected filters
Click Clear or Apply
Once cleared, all appointments will appear again.
🪄 Best Practices for Searching and Filtering:
✔ Use filters when reviewing upcoming meetings
✔ Search by contact name if you cannot find an appointment
✔ Clear filters before assuming an appointment is missing
✔ Use Appointment Listing for large schedules
Filters help you manage appointments quickly without losing track of important candidate meetings.