Access universal search from the search bar in the top navigation of your TripWorks dashboard. From here, you can quickly find customers, trips, payments, and more—all in one place.

What You Can Search

Use universal search to locate any record in your system by entering the associated identifier.

Tips for Faster Results

Make your searches more efficient by following these best practices.

• Be specific: Searching "john@email.com" is faster than just "john"
• Use confirmation codes: The quickest way to pull up a specific booking
• Partial phone numbers work: Searching "555-1234" will match full numbers containing those digits

Common Scenarios

Real-world examples of how universal search helps you serve customers faster.

Customer calls about their booking but doesn't have their confirmation number? Just ask for their email or phone number, type it into universal search, and you'll see all their trips instantly.

Need to look up a refund or charge? Enter the last 4+ digits of the customer's card and you'll find matching transactions.

Guest has a gift card but lost the email? Search by their name to pull up any gift cards associated with them.

Examples

See what different search terms will return in universal search.