Global Search Bar

Overview of how to use the global search bar feature to quickly search for clients.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago


A search feature at the top of the screen allows for quick searching of clients, with options to view the client's profile, view their orders, and make an appointment. This search bar also acts as a historical list of clients with recent activity.

Using the Global Search Bar

The search bar is located at the top of the screen, just to the right of the individual location name.


After clicking the search icon, type in the client's name, email address, or phone number. Once the full client name is shown, click on their name to access their client profile, or click the icons to the right to view their orders or add a new appointment.


The search feature is also a useful tool for seeing recent client activity. The names of clients with recent bookings, checkouts, etc. appear in the search dropdown with the most recent client appearing at the top of the list.

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