Filtering Orders
The Order list page is your central hub for tracking all your bookings in one organized location. With the updated interface, you can efficiently search and filter through your orders using streamlined filtering options that help you find exactly what you're looking for.
Orders is a way to keep track of all your bookings in one place. The new Order list interface provides simplified filtering options for better order management.
In this article, you will learn how to:
- Access the Order list page
- Use the search filter to find specific orders
- Apply quick filters for common searches
- Navigate the Order list Page
Accessing the Order List Page
There are two ways to access your Order list:
From the Dashboard
- From your main dashboard, click on "Order List"
From the Sidebar Menu
- Click on "Reports" in the sidebar menu
- Select "Order List" from the dropdown options
Use the search filter to find specific orders
The search capability on the Order list page allows you to quickly find orders by typing relevant details in the search bar located at the top of the page.
You can search for orders by entering:
- Customer's first name or last name
- Customer's email address
- Order code/ID (the unique identifier for each order)
- Listing name (the name of the class or experience)
How to use the search filter:
- Navigate to the Order list page using one of the methods above
- Click in the search bar that says "Search by name, email, order code, listing"
- Type your search term
- Results will automatically filter as you type
Apply quick filters for common searches
The updated Order list page features dropdown filters that allow you to narrow down your results efficiently. These filters are located just below the search bar.
Available Quick Filters:
- Venue: Filter orders by specific venue location
- Status: Filter by order status (completed, cancelled, etc.)
- Payment Status: Filter by payment status (fully paid, balance due, overpaid, etc.)
- Time Range Filter: Filter orders by specific date ranges
How to use quick filters:
- Click on any of the dropdown filter options (Venue, Status, Time Range or Payment Status)
- Select your desired filter criteria
- The order list will automatically update to show only matching results
- You can combine multiple filters for more specific searches
Navigate the Order list Page
To access comprehensive order details, you have two options:
Click the Order Number
- Click directly on the order code (e.g., #M8RTSVQMP) in the Order column
Use the Show Button
- Click the "Show" button in the Action column
Both methods will open the detailed order view, which includes:
Section | Description |
---|---|
Order Header | Order number, customer name, order date, and payment status |
Event Details | Listing name, venue, date and time of the event |
Customer Information | Complete contact details with edit options |
Purchase Summary | Number of attendees and pricing breakdown |
Information Summary | Responses to any custom questions or waivers |
Attendees Section | List of all attendees for the booking |
Action Buttons | Print order, cancel order, or resend confirmation options |
Navigation Tabs | Access to Booking, Invoice, Transactions, Messages, and Notes |