Bookings Home page
Click the Bookings tab to open the Bookings Home page where you can find, create, and manage your bookings. This page is divided into the following sections:
Global search field
The best way to look for an existing record is to use the global search field at the top of any page. A keyword search is performed, meaning it will look for anything that contains the whole word that you enter. You can also use an asterisk (*) as a wildcard to expand your search. To look for words that begin with the text you enter, type two or more characters followed by an * and click Search or press Enter. This will find all records with words that begin with the text you enter.
For example, searching for "car*" will return the New Carrington Industries account, the Carter Reunion booking, and the Carrot Ginger Soup item.
Views
Please select your Salesforce Experience.
Classic
The Views picklist provides several standard filters that you can use to control which bookings are displayed (for example, All Bookings, My Bookings In House, or Bookings Created in the Last 7 Days). When you open the Bookings Home page, the picklist defaults to the view you most recently applied. If you'd like to display that view again, click the Go! button.
You can also select a different view from the picklist. Switching to a new view automatically applies that filter; you don't have to click the Go! button. If you'd like to create your own custom views, click the Create New View button and define the filter criteria. For more information on creating custom views, as well as editing or deleting any view, please see Salesforce Help.
Views provide a convenient way for you to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details
- Select the check box next to a record and click the Edit or Del link. You must be the record owner or be sourced on the booking to perform these actions.
- Select the check next to a record and click Change Owner to assign another user as the owner of the record.
- Click the New button to create a new record.
If you've had a view open for an extended period of time, click the Refresh 
button to make sure you're looking at the most current information.
Lightning
The Views picklist provides several standard filters that you can use to control which records are displayed (for example, All, Recently Viewed, etc.). When you open the Home page, the picklist defaults to Recently Viewed.
You can select a different view from the picklist. Switching to a new view automatically applies that filter. If you'd like to create your own custom views, click the Settings cog 
and define the filter criteria. For more information on creating custom views, as well as editing or deleting any view, please see Salesforce Help.
Views provide a convenient way for you to work with multiple records. Within each view, you can do the following:
- Click a record name to open it and view its details
- Select the dropdown next to a record and click the Edit or Delete link. You must be the record owner to perform these actions.
- Select the checkbox next to a record and click Change Owner to assign another user as the owner of the record. You must be the record owner to perform this action.
- Click the New button to create a new record.
If you've had a view open for an extended period of time, click the Refresh button to make sure you're looking at the most current information available.