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How Does the Booking Search Work?
Updated over 2 months ago

Related Questions:

  • I'm searching for a booking but the wrong booking is showing up, why?

  • How can I search for a booking in my booking list?

Answer:

To search for a Booking from the Booking List page or the Booking Pipeline, you can use the following values:

  • Name - the Booking name as well as the Booking Id

  • Account - the name of the Account associated with the Booking

  • Email - the email of the Primary Contact associated with the Booking

  • Phone Number - the phone number of the Primary Contact associated with the Booking

Note: If searching for a booking using a search term that starts with numbers and then letters, your search results may show a Booking that has id matching the numbers.

E.G. Searching for 123email@email.com will show Bookings associated with that email and would also show BK-00123 if it exists.

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