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.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
From the main menu bar on any page.
Overview
Back to topSearching 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 topTo start searching by term, click the Search icon at the top of any page.
Once selected, a search bar displays where you type your search terms. A dropdown window also shows Recent Searches and helpful Quick Links.
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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. |
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.
| The scrollable results window may take a few extra seconds to load if your search term generates many matches. |
Supported search terms
Back to topMultiple 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
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For steps on how to search for a Customer's phone number specifically, feel free to visit: |
Viewing past results
Back to topWhen not actively searching, the Recent Searches list displays up to the last ten (10) successful searches.
Using Quick Links
Back to topQuick 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
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Quick Links are stationary and cannot be customized at this time. |
Clearing the search
Back to topSelect 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.