Searching your account

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

Kevin Penner

Last Update 9 months ago

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

To start searching by term, use the search bar 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.


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


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

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

  • Booking information
    • Booking IDs
    • Event names
  • Customer/Guest information
    • Names
    • Phone numbers
    • Emails
    • Guest details
    • Keywords from any non-archived Guest Form fields
  • System pages, including reports
Using Quick Links

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

  • Funnels
  • Bookings
  • Inventory
  • Profile

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

Frequently Asked Questions
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, Products

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