How do I find a Customer by phone number?

To find a Customer by phone number. Start by finding the Search icon at the top of any page.

Enter Phone Number

The Search field will reveal itself along with other recent Searches. Enter the phone number in this field.

Search Results

Results will begin to narrow as your enter the number. Find the Customer you are looking for and click on the record.

Customer Details

This will take you to the corresponding Customer Details page!

Learn more about Customer Details here:

The Search field can also be used to Search by:

Invoice notes: Invoices matching any keyword matches
Form Fields: All non-archived booking form fields
Guest Information: All guest form fields and guest details (if using Guest Forms)
Booker names, emails, phone numbers, and fields (such as address)
Pages for quick-access