Searching for clients

Modified on Tue, 3 Mar at 9:41 AM

bookitlive provides Basic and Advance search capabilities.


Basic client search

Basic client search capabilities are available from the Dashboard and the Clients page.


The Client search bar is used to enter basic queries to search the client list for finding clients that match the query against the Client's:

  • First name
  • Last name
  • Phone number; or 
  • email address



A minimum of 3 character are required to preform the search with any client that contains the query within the clients first name, last name, phone number, or email address included in the results.

 

For example, if you entered "com" in the search bar the results would include all clients with "com" in their first name, last name, phone number, or email address.

 

Advanced client search

Advanced client search capabilities are available from the Clients page only. Using an advanced client search filter, the client list can be search against most of the client fields contained in the client record.


 

The Advanced client search capabilities can also be used to find Clients that had bookings or did not have bookings between a date range.

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