Intelligent Controls

You can type the following keywords in a client lookup field to display a list of relevant clients.

Tip: To use a keyword, type the keyword in the client lookup field and press Enter.

Keyword	Example	Search Results
Full Last Name	Smith	John Smith Lisa Smithson
Partial Last Name	Joh	Linda Johnson Kim Johansson
Full First Name	,Robert	Robert Maconi Roberto Suarez
Partial First Name	,Mi	Mike Lamb Mindy Jones
Partial Last & First Name	Smi,Ja	Jane Smith Jackie Smirnoff
Date of Birth	07/04/1980	Clients born on 07/04/1980. Note: The format of the date you can enter varies based on the regional settings selected for your computer.
Area Code	973	Clients with a phone number that uses the 973 area code: 1-973-555-1234
Last 4 Digits of Home, Cell, or Business Phone Number	1234	Clients with "1234" as the last 4 digits of their home, cell, or business phone number: 1-973-555-1234
Today's Appointments	#	Clients with an appointment today.
State	!NJ	Clients living in New Jersey.
Membership	Z#	Clients with a membership.
Membership Number	z#1000	Client with membership number 1000.
Package or Series	P#	Clients with a package or series.
Package or Series Number	P#1234	Client with package or series number 1234.
Partial Package or Series Number	P#12	Clients with a package or series number that starts with 12.
Gift Certificate	G#	Clients with a gift certificate.
Gift Certificate Number	G#4356	Client with gift certificate number 4356.
Partial Gift Certificate Number	G#12	Clients with a gift certificate number that starts with 12.
Account Balance	$	Clients with an account balance.
Phonetic Search	~Pegeno	George Pagano Rosemary Pegeneau
Client Bar Code	Q9812	Client profile number 9812.
Today's Appointments Not Checked Out	#!	Clients with appointments today who have not checked out.

Keyword	Example	Search Results
Full Product Code	ACCOD8	ACCOD8 - Daily Conditioner 8 oz.
Partial Product Name	ACSH	ACSHDS8 - Daily Shampoo 8 oz. ACSHDS16 - Daily Shampoo 16 oz.
Description	Seaweed	Seaweed Shampoo 8 oz. Seaweed Conditioner 8 oz.

Keyword	Example	Search Results
Full Service Code	MASW60	MASW60 - 60 Minute Swedish Massage.
Partial Product Name	HC	HCM - Men's Haircut. HCW - Women's Haircut.
Description	Swedish	60 Minute Swedish Massage. 120 Minute Swedish Massage.