{"id":4010,"date":"2024-11-23T04:57:43","date_gmt":"2024-11-23T04:57:43","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/11656104688797\/"},"modified":"2025-10-03T14:50:12","modified_gmt":"2025-10-03T14:50:12","password":"","slug":"11656104688797","status":"publish","type":"docs","link":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/11656104688797\/","title":{"rendered":"Pesquisa de clientes no Calend\u00e1rio de Servi\u00e7os"},"content":{"rendered":"<p data-start=\"112\" data-end=\"295\">No <strong>Altegio<\/strong>, \u00e9 poss\u00edvel buscar clientes diretamente no calend\u00e1rio de agendamentos sem precisar abrir a janela da visita ou o banco de clientes.<br data-start=\"254\" data-end=\"257\" \/>Com a busca no calend\u00e1rio voc\u00ea pode:<\/p>\n\n<ul data-start=\"297\" data-end=\"907\">\n \t<li data-start=\"297\" data-end=\"366\">\n<p data-start=\"299\" data-end=\"366\">Encontrar rapidamente um cliente pelo nome ou n\u00famero de telefone.<\/p>\n<\/li>\n \t<li data-start=\"367\" data-end=\"418\">\n<p data-start=\"369\" data-end=\"418\">Visualizar as categorias atribu\u00eddas ao cliente.<\/p>\n<\/li>\n \t<li data-start=\"419\" data-end=\"480\">\n<p data-start=\"421\" data-end=\"480\">Visualizar as anota\u00e7\u00f5es adicionadas ao cart\u00e3o do cliente.<\/p>\n<\/li>\n \t<li data-start=\"481\" data-end=\"599\">\n<p data-start=\"483\" data-end=\"599\">Visualizar o hist\u00f3rico de visitas sem precisar abrir o cart\u00e3o do cliente no banco de dados ou na janela da visita.<\/p>\n<\/li>\n \t<li data-start=\"600\" data-end=\"676\">\n<p data-start=\"602\" data-end=\"676\">Abrir agendamentos\/eventos passados ou futuros do cliente no calend\u00e1rio.<\/p>\n<\/li>\n \t<li data-start=\"677\" data-end=\"797\">\n<p data-start=\"679\" data-end=\"797\">Acessar a agenda semanal do profissional com quem o cliente j\u00e1 esteve agendado, para escolher um hor\u00e1rio dispon\u00edvel.<\/p>\n<\/li>\n \t<li data-start=\"798\" data-end=\"907\">\n<p data-start=\"800\" data-end=\"907\">Copiar os dados do cliente, que ser\u00e3o automaticamente adicionados a um agendamento individual ao cri\u00e1-lo.<\/p>\n<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Como funciona<\/h2>\n \n\nNo calend\u00e1rio de agendamentos, clique no bot\u00e3o com o \u00edcone de quadrados, no canto superior direito.\n\n \n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e5d90bcf8b2&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e5d90bcf8b2\" class=\"wp-block-image size-full wp-lightbox-container\"><img decoding=\"async\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" class=\"wp-image-178690\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.44.07.png\" alt=\"\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n \n\nUma barra lateral de busca de clientes ser\u00e1 aberta \u00e0 direita.\n\n \n\nDigite o nome ou n\u00famero de telefone do cliente e selecione-o na lista suspensa.\n\n \n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e5d90bd02c2&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e5d90bd02c2\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2468\" height=\"986\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" class=\"wp-image-178705\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.45.33.png\" alt=\"\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.45.33.png 2468w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.45.33-300x120.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.45.33-1024x409.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.45.33-768x307.png 768w\" sizes=\"auto, (max-width: 2468px) 100vw, 2468px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n \n\nSe o cliente n\u00e3o aparecer, mas os dados estiverem corretos, significa que ele ainda n\u00e3o foi adicionado ao banco de clientes. Nesse caso, \u00e9 necess\u00e1rio criar um agendamento no calend\u00e1rio, e o cliente ser\u00e1 adicionado automaticamente ao banco de dados. Tamb\u00e9m \u00e9 poss\u00edvel criar manualmente um cart\u00e3o de cliente no banco de clientes (veja mais detalhes no artigo).\n\n \n\nEm seguida, voc\u00ea pode trabalhar com o <strong>hist\u00f3rico de visitas e agendamentos do cliente.<\/strong>\n\n \n\nNa barra de busca ser\u00e3o exibidos os \u00faltimos agendamentos do cliente, os profissionais com quem ele esteve agendado, os servi\u00e7os prestados, os valores pagos e as filiais visitadas.\n\n \n\n<strong>Importante<\/strong>\nProdutos adquiridos, descontos e coment\u00e1rios sobre o agendamento n\u00e3o s\u00e3o exibidos no hist\u00f3rico de visitas do calend\u00e1rio. Esses dados podem ser visualizados no cart\u00e3o do cliente, na janela da visita ou no banco de clientes.\n\n \n\nO n\u00famero m\u00e1ximo de agendamentos exibidos na barra de busca \u00e9 25. Todos os agendamentos tamb\u00e9m podem ser visualizados no cart\u00e3o do cliente, na janela da visita ou no banco de clientes.\n\n \n\nPara acessar um agendamento, selecione-o na lista e clique em <strong>\u201cAbrir agendamento.\u201d<\/strong>\n\n \n\nPara reagendar com um profissional, clique em <strong>\u201cAgenda do profissional.\u201d<\/strong> A agenda semanal ser\u00e1 aberta no calend\u00e1rio; escolha o hor\u00e1rio desejado e crie um novo agendamento.\n\n \n\nPara agendar rapidamente um cliente, clique em <strong>\u201cAgendar cliente.\u201d<\/strong> Os dados do cliente ser\u00e3o copiados e adicionados automaticamente ao criar o agendamento no calend\u00e1rio.\n\n \n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e5d90bd17c5&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e5d90bd17c5\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2342\" height=\"1048\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" class=\"wp-image-178720\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.47.15.png\" alt=\"\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.47.15.png 2342w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.47.15-300x134.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.47.15-1024x458.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.47.15-768x344.png 768w\" sizes=\"auto, (max-width: 2342px) 100vw, 2342px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n \n\n<strong>Importante<\/strong>\nO bot\u00e3o <strong>\u201cAgendar cliente\u201d<\/strong> funciona apenas para agendamentos individuais. Em eventos em grupo, os dados do cliente devem ser adicionados manualmente.\n\n \n<ol class=\"wp-block-list\" start=\"8\">\n \t<li>Para que uma anota\u00e7\u00e3o seja exibida na busca, ela deve estar adicionada ao cart\u00e3o do cliente no banco de clientes ou na janela da visita.<\/li>\n<\/ol>\n \n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e5d90bd2ad0&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e5d90bd2ad0\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2266\" height=\"1218\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" class=\"wp-image-178735\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.48.44.png\" alt=\"\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.48.44.png 2266w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.48.44-300x161.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.48.44-1024x550.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2025-10-03-at-18.48.44-768x413.png 768w\" sizes=\"auto, (max-width: 2266px) 100vw, 2266px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n \n<h3 class=\"wp-block-heading\">Observa\u00e7\u00f5es<\/h3>\n \n<ul class=\"wp-block-list\">\n \t<li>A busca est\u00e1 dispon\u00edvel no calend\u00e1rio de agendamentos e pode ser aberta\/fechada com um \u00fanico bot\u00e3o.<\/li>\n \n \t<li>A barra permanece aberta ao alternar entre os dias da semana no calend\u00e1rio.<\/li>\n \n \t<li>A barra permanece aberta ao alternar para qualquer modo do calend\u00e1rio, como \u201cAgenda semanal do profissional\u201d ou \u201cRecursos.\u201d<\/li>\n \n \t<li>A busca de clientes no calend\u00e1rio de agendamentos est\u00e1 dispon\u00edvel apenas na vers\u00e3o web do sistema.<\/li>\n<\/ul>\n \n\n","protected":false},"excerpt":{"rendered":"<p>No Altegio, \u00e9 poss\u00edvel buscar clientes diretamente no calend\u00e1rio de agendamentos sem precisar abrir a janela da visita ou o banco de clientes.Com a busca no calend\u00e1rio voc\u00ea pode: Encontrar rapidamente um cliente pelo nome ou n\u00famero de telefone. Visualizar as categorias atribu\u00eddas ao cliente. Visualizar as anota\u00e7\u00f5es adicionadas ao cart\u00e3o do cliente. Visualizar o&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/pt\/support\/knowledge-base\/11656104688797\/\">Continue reading <span class=\"screen-reader-text\">Pesquisa de clientes no Calend\u00e1rio de Servi\u00e7os<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[328],"doc_tag":[1468,1720,1453,1513,1378,1483,1303,1498],"class_list":["post-4010","docs","type-docs","status-publish","hentry","doc_category-como-trabalhar-com-o-calendario-de-servicos","doc_tag-agendamento-pt-br","doc_tag-base-de-clientes-pt-br","doc_tag-calendario-de-agendamentos-pt-br","doc_tag-cliente-pt-br","doc_tag-especialista-profissional-pt-br","doc_tag-evento-pt-br","doc_tag-servico-pt-br","doc_tag-visita-pt-br","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":550,"total_views":"102","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/pt\/author\/altegio\/"},"doc_category_info":[{"term_name":"Como trabalhar com o calend\u00e1rio de servi\u00e7os","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/categories\/como-trabalhar-com-o-calendario-de-servicos\/"}],"doc_tag_info":[{"term_name":"Agendamento","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/agendamento-pt-br\/"},{"term_name":"Base de clientes","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/base-de-clientes-pt-br\/"},{"term_name":"Calend\u00e1rio de agendamentos","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/calendario-de-agendamentos-pt-br\/"},{"term_name":"Cliente","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/cliente-pt-br\/"},{"term_name":"Especialista \/ Profissional","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/especialista-profissional-pt-br\/"},{"term_name":"Evento","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/evento-pt-br\/"},{"term_name":"Servi\u00e7o","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/servico-pt-br\/"},{"term_name":"Visita","term_url":"https:\/\/alteg.io\/pt\/support\/knowledge-base\/docs-tag\/visita-pt-br\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/docs\/4010","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/comments?post=4010"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/docs\/4010\/revisions"}],"predecessor-version":[{"id":178750,"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/docs\/4010\/revisions\/178750"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/media?parent=4010"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/doc_category?post=4010"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/pt\/support\/wp-json\/wp\/v2\/doc_tag?post=4010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}