Search finds clients, services, products, forms and more from any page, so you never have to remember which list something lives in.
Search for something
Open search
Select Search at the top of the sidebar, or press Ctrl+K (Windows) or ⌘K (Mac). When the sidebar is collapsed, and on a phone, the search button is in the top bar.
Type a few letters
Type part of a name, an email, a phone number or a product code. Results appear as you type, grouped by kind.
Open a result
Select the result, or move to it with the arrow keys and press Enter. You go straight to it: a client opens their profile, a service opens the service, and so on.
Before you type, search shows Upcoming appointments for the next seven days and Recently added clients, so the person you're about to see is one tap away.
What search finds
| Group | Matches on |
|---|---|
| Clients | Name, and email or phone if your role can see contact details |
| Team | Name or email |
| Services | Name |
| Products | Name or SKU |
| Vendors | Name |
| Form templates | Name |
| Email templates | Name or subject |
| Policies | Title |
| Care Guides | Title |
| Submissions | Client or form name |
| Automations | Name |
Each group shows its five best matches. You only see groups your role can open, and archived services, products and vendors don't appear.
If something goes wrong
A client doesn't come up when I search their phone number
Matching by email or phone needs permission to see client contact details. Search by name instead, or ask an admin. See Why is a field hidden from me?
I only see five results
Each group shows its top five. Type more of the name, or open the full list page (for example Clients), whose own search pages through everything.
Search doesn't find words inside a form or a note
Search matches names, titles, subjects, emails, phones and SKUs. It doesn't read the answers inside submissions or the text of notes. Use the search on the Notes or Submissions page instead.