Learn how to find a Customer record by phone number using the search function.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Top menu > Search
What more do I need to use this feature?
- Admin permissions or restricted permissions to access Reports & Booking Data.
- The need to find a Customer's phone number quickly and easily!
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
To find a Customer by phone number, start by finding the Search icon at the top of any page.
The Search field reveals itself along with other recent Searches. Enter the phone number in this field.
Results begin to narrow as you enter the number. You can find the Customer you are looking for and click the record.
This takes you to the matching Customer Details page!
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Learn more about customer details here: |
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The search field can also be used to search through:
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