Itsy Docs
General Info

Search

Find orders, clients, trips, participants, and products instantly from anywhere in the admin interface.

Search opens every record in your workspace — orders, bookings, participants, trips, trip products, and clients — from a single search bar. Jump directly to any record instead of navigating through lists.

Press Cmd+K (Mac) or Ctrl+K (Windows) from anywhere in the admin interface to open the search palette. You can also click the Search link at the bottom of the sidebar. Results appear as you type.

Quick navigation shortcuts work while the palette is open by holding Cmd (or Ctrl):

ShortcutGoes To
Cmd+OOrders
Cmd+PTrips
Cmd+CClients
Cmd+RReports
EntityWhat's SearchableExample Search
OrdersOrder code, client nameAB12CD34 or John Smith
BookingsBooking name, product and variant name, order codeHotel Reykjavik
ParticipantsName, email, passport number, phonesarah@example.com or A12345678
TripsTrip name, trip codeIceland Adventure
Trip ProductsProduct name, product codeAirport Transfer
ClientsName, company name, contact person, emailAcme Corp

Search Results

Results group by entity type with count badges. Each result shows:

  • Primary text — The main identifier (order code, client name, trip name)
  • Secondary text — Supporting context (client name for orders, email for participants)
  • Match badges — Small labels showing which field matched your search term (e.g., "Order Code", "Email", "Name")
  • Metadata — Additional context such as trip name, departure date, participant count, price, or bookable status

Click any result to open that record's detail page.

At the bottom of the palette, a Go to bar shows quick navigation buttons for Orders, Trips, Clients, and Reports. Click a button or use its keyboard shortcut to jump directly to that section.

Filtering by Type

When results span multiple entity types, use the tabs at the top of the results list to narrow down:

  • All — Show everything
  • Orders — Only order-related results (including bookings and participants)
  • Trips — Only trips and trip products
  • Clients — Only client records

Fuzzy Matching

Search tolerates typos. If you type "Islnad" instead of "Iceland", results for "Iceland" still appear through similarity matching.

Combine multiple words to narrow results. Searching for John Smith Iceland finds records where all three words match — for example, an order for John Smith on the Iceland trip. All words must match somewhere in the record for it to appear (AND logic).

Search Index

Search results come from an index that is refreshed periodically in the background. This means:

  • Near real-time — New or updated records appear in search results within minutes, not instantly. If you just created an order and cannot find it, wait a moment and try again.
  • No manual rebuild — The index refreshes automatically on a schedule. You do not need to trigger it.

The index covers all searchable entities listed above. Each entry stores primary, secondary, and reference text fields that the fuzzy matching runs against.

How It Connects

  • Orders — Search by order code or client name. Booking and participant results link to their parent order.
  • Trips — Search by trip name or code. Trip product results link to the trip's product page.
  • Clients — Search by name, company, or email.

On this page