How do I search or do anything from the dashboard?

The one search box on every dashboard page — find bookings, guests, settings and guides, or type what you want to do and it opens it, filled in.

Part of How do I use the Home screen?. This part covers the search at the top of every dashboard page: what it finds, the bookings, walk-ins and waitlist entries it starts, the days, hours, menu, team and messages it opens, and what it shows with nothing typed or with several venues.

Search or do anything

The magnifying glass at the top of every dashboard page opens one search box. Ctrl+K (⌘K on a Mac) opens it from the keyboard, and so does Search or do anything at the top of the menu (on a phone, at the top of the menu sheet More opens) — except on the Settings home, where both go to that page's own Find a setting box. The PIN staff portal has it too (on every page but its Settings pages), showing each person only what their own role lets them do. A booking or guest you pick from it opens on top of the page — any window still open closes first. The search doesn't open over a first-visit window (the welcome tour) or a question waiting for your answer (a confirm, or "Confirm it's you"): answer or close that first, then press Ctrl+K again. A setting your plan doesn't include is still found, with a padlock line naming the cheapest way to get it; a switch for something your venue doesn't have at all isn't listed.

It finds — as you type:

Pick a booking or a guest and it opens over the page you're on.

It does things too. You can make a booking from the search: "new booking for 4 at 7pm" opens New booking with the party size and time filled in, and nothing is booked until you save it there. Every other thing it can do is in What the search can do, next.

What the search can do — make a booking, seat a walk-in, add to the waitlist

Type what you want to do in the same box:

More the search can do — days, hours, menu, team and messages

The same box also opens these, set up and waiting for you:

The search with nothing typed, and with several venues

With nothing typed, the search opens on the things you can do. Each one shows only if your role allows the button it stands for: New booking needs permission to make bookings, Seat a walk-in now needs walk-ins switched on (Your team can add walk-ins in Settings → Bookings → How people book), and the two switches need the same permission as the switches themselves.

Anything else — a question, or something the search can't do — the last row, Ask Rezo: "…", opens Rezo's chat and asks it exactly what you typed.

With more than one venue, the search works on the venue that's open. On All venues it asks Which venue? first, then opens that venue's page (a switch, like online bookings, opens its page there rather than changing it from the search).

Every example, and what each one needs, is in What can I type into the search? — the search window links to it too.

When nothing in the search offers to do what you typed (bookings or guests may still be listed) and you typed at least three words, the row Work it out with Rezo appears above Ask Rezo. It's free (no Rezo credits) and sends nothing until you press it: Rezo then picks the screen you mean from the ones your role can open and what to fill in, and gives you a row marked Worked out by Rezo — check it before you press its button. Press that, check the page it opens, and press the page's own button — Rezo never changes anything itself. Each venue can use it 500 times a month on Free and Plus and 2,000 on Pro and Complete. Phone numbers and email addresses are taken out before Rezo sees your words. More in What can I type into the search?.

Related: How do I use the Home screen? · What can I type into the search? · What does Home show for today's service? · How do I set up and seat walk-ins?