The search feature allows you to search across all of your booking information at once.PlanPro / Team
The importance of information sharing is becoming even more important with the spread of remote work, but it is also important to share the following information: business cards, contact books or CRM services for contacts, document applications (Word/Notion, etc.) or paper memos for minutes, Gmail, Outlook and other mailers for emails, Trello and other TODOs for tasks, and so on. Most companies manage their applications and databases and the services they use in a disjointed manner. Although they are inherently related information, it is very difficult to search them all at once, making it difficult to utilize the information assets at meetings.
The search function enables batch searches starting from the scheduling, with all information such as contacts (scheduled attendees), minutes/notes, and tasks tied together, making it possible to comprehensively search from public information of all team members.
You can cross-search the list of people in your team who have previously arranged dates ( bookings from the booking page). This can be used as a CRM.
Email communication after scheduling can also be searched for keywords.
If you specify a name other than a person's name, you can instantly grasp the whole picture of a case, project, etc. It can be used as a project management tool.
In situations such as recruitment, booking pages can also function as an ATS by managing them by phase.
Click on the search icon in the header of the dashboard
Enter the keywords you wish to search for in the form.