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The search bar sits at the top of every page on the web dashboard. Click it, or press ⌘K on a Mac or Ctrl+K on Windows. Type at least three characters. Results come in groups: A phone number matches by its digits, with or without spaces and with or without the country code. Appointments don’t match phone numbers. Each group shows the best few matches. You only see results you have permission to see: without access to customers, for example, the Customers group stays empty.

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Opening a result

Use the arrow keys and Enter, or click a result.
  • A customer opens their page.
  • A team member opens their page.
  • An appointment opens on the agenda.
  • A page or setting opens that page.
Before you type, the search shows Recent: the customers and team members you opened from it. Clear empties the list.

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In the mobile app

Tap the search icon on the Agenda tab. Results appear after three characters and are grouped into appointments, customers and team.