Search Front Desk sits at the top of every page. It finds anyone and anything on file, and it is the quickest way to call, text or book someone, or to get to any page, without reaching for the mouse.
Open it by clicking the search bar, or press ⌘K (Ctrl+K on Windows) from anywhere, or / when you are not typing in a box.
Find a client
Type part of a name (first, last, the name they go by, or both in either order), a phone number in any format, or a full email address. Results come in groups:
- Clients with their date of birth, phone and email, and a Discharged or Prospective label when it applies. The buttons on the right call, message or book them.
- Appointments: their next visits first, then the most recent past ones, with the date, time, provider and status.
- Messages: their text or secure-message thread with the last message.
- Calls: calls to and from them, missed and voicemail marked.
- Providers whose name, title or specialty matches.
Move with ↑ and ↓ and press Enter to open the highlighted row, or click it. See all opens the full page with your search already applied.
Nobody matches? The last row, Add "…" as a new client, opens the new client form with the name, phone number or email already filled in.
Do things from the keyboard
Start with a verb and search acts instead of just opening:
| Type | What Enter does |
|---|---|
call jane | Calls Jane (her number goes straight to the dialer) |
text jane or message jane | Opens her text thread, or a new message to her |
book jane | Opens the booking form with Jane already picked |
call 469-555-0142 | Calls that number, client or not |
text 469-555-0142 | Starts a text to that number |
A phone number on its own also offers Call and Text rows at the top.
Jump to a day or a list
- A day:
today,tomorrow,friday,next week,9/26orsep 26open the calendar on that day (or week) and list its appointments right in search. Add a name (jane friday) to see only hers. - A list, already filtered:
unconfirmed(Confirmations),cancelled,no-shows,needs rescheduleandcompleted(Appointments list),missed callsandvoicemail(Call Logs),unread,needs replyandsecure(Inbox). Add a day where it makes sense:unconfirmed tomorrow,cancelled this week.
Go to any page or setting
Type the page name, or go and the name: go phone, go team, go services, intake forms, voicemail greeting, subscription. go on its own lists every page and setting. Pages you do not have (like Website, when the website builder is off) are not listed.
Shortcuts
| Keys | Does |
|---|---|
| ⌘K / Ctrl+K | Open or close search |
| / | Open search (when not typing) |
| ⌘G / Ctrl+G | Open search ready to go to a page |
| ⌘B / Ctrl+B | Book an appointment |
| ⌘M / Ctrl+M | Send a message |
| ⌘/ / Ctrl+/ | Show all tips and shortcuts |
| ↑ ↓, Enter, Esc | Move, open, close |
⌘B, ⌘M and / only work when you are not typing in a box, so ⌘B still means bold in a note. Type ? in search at any time for the full list.