Skip to main content

Searching your Checkfront account

Learn how to use the account menu bar search function, including supported search terms, viewing past results, what Quick Links are, and clearing the search.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

From the main menu bar on any page.
 

Overview

Back to top

Searching for a specific booking or Customer information you need is possible with our powerful search function at the top of any page in your account.

 

Using the account search function

Back to top

Dashboard view with an arrow pointing to the search icon to start a search.

To start searching by term, click the Search icon at the top of any page.

 

Dashboard view with the search bar open and an arrow highlighting where to enter search terms.

Once selected, a search bar displays where you type your search terms. A dropdown window also shows Recent Searches and helpful Quick Links.

 

Callout icon of a lightbulb and speech bubble, indicating a suggested solution.

Keyboard shortcut to searching for a term quickly

Do you want to search for a term quickly? A shortcut to start searching right from your keyboard is to select the forward slash [/] key and start typing.

Keyboard arrow keys [↑] [↓] can be used to navigate results. Click the [Enter] / [Return] key to confirm your choice.

 

Dashboard view with the search bar showing results for Jane Smith including invoices and booking details.

As you start typing, the system dynamically displays results based on the search term entered. Click on each result to access the related resource.

A maximum of ten (10) results are listed at once. If more than ten (10) entries match your term, the results list is scrollable.

 

Callout icon of pencil indicating an important note.

Scrollable results window loading time

The scrollable results window may take a few extra seconds to load if your search term generates many matches.

 

Supported search terms

Back to top

Multiple types of information are supported when searching. These include:

  • Booking information
    • Booking IDs
    • Invoice notes (any text or keyword)
    • Keywords from any non-archived Booking Form fields
  • Customer/Guest information
    • Names
    • Phone numbers
    • Emails
    • Guest details
    • Keywords from any non-archived Guest Form fields
  • System pages, including reports

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more

For a detailed look at searching for a Customer's phone number specifically, check out the following article:

 

Viewing past results

Back to top

Dashboard view with the search bar open and an arrow pointing to the list of recent searches.

When not actively searching, the Recent Searches list displays up to the last ten (10) successful searches.

 

Using Quick Links

Back to top

Dashboard view with the search bar open and an arrow highlighting quick links below recent searches.

Quick Links display beneath results in the search area and point to commonly used areas in the system that include:

  • Booking Index
  • Sales Report
  • Daily Manifest
  • Inventory Calendar

 

Callout icon of pencil indicating an important note.

Quick Links cannot be customized

Quick Links are stationary and cannot be customized at this time.

 

Clearing the search

Back to top

Dashboard view with the search bar open and an arrow pointing to the X icon to clear search terms.

Select the X to the right of the search bar to clear the current search and start over.

 

Frequently Asked Questions

Back to top

  • If multiple categories of results match my search term, is there a certain order they display in?

    Yes, if different types of information match your search term, invoice results display first, followed by Customer/Guest details, and finally, system pages, such as reports.