Global search

Overview / Purpose

This feature allows Administrators, Agents, and Guides to quickly locate a booking or a customer from anywhere in the system. It is designed to save time by providing fast access to booking details or customer profiles without navigating through multiple menus.

How It Works

• The search bar is accessible from any page in Tourpaq.

• Users can search by:

  • Booking number – retrieves the specific booking.

  • Customer name – search by first or last name to locate bookings associated with a customer.

• The results displayed depend on the agency filter selected:

  • Single Agency Selected: Searches are limited to bookings for that agency only.

  • All Brands Selected: Searches across all bookings for the company.

• After entering the booking number or customer name:

  • Press Enter or click Go.

  • If a booking is found, the system redirects the user directly to the booking page.

---

Key Features / Functions

• Search by booking number for instant access to booking details.

• Search by first or last name to locate customer bookings.

• Agency-level filtering ensures searches are scoped appropriately.

• Works across the system, accessible from any page for efficiency.

---

Examples / Scenarios

• Scenario 1: An agent wants to quickly pull up booking #123456; they type the number and press Enter, immediately accessing the booking details.

• Scenario 2: A guide needs to check all bookings for a customer named “John Doe” in their assigned resort. Selecting their agency and searching the name will display the relevant bookings.

• Scenario 3: An administrator wants to see all bookings across the company for a customer; selecting “All Brands” allows them to view every booking linked to that customer.

---

Notes / Best Practices

• Ensure the correct agency or brand filter is selected to avoid incomplete search results.

• Only bookings accessible to the user’s role and agency will appear in the results.

• For large companies with many bookings, using specific identifiers like booking numbers is faster than customer name searches.