Use Bookmarks to quickly access the bookings that matter most. Bookmarks let you flag important invoices for easy follow-up, reference, or team review - without searching or filtering every time.
Learn how to use bookmarks to highlight invoices for easy access later on.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Booking > Bookmarks
What more do I need to use this feature?
- The need to save bookings for easy access and quick reference!
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
Bookmarks Overview
Bookmarks act as shortcuts to specific bookings or invoices you want to revisit.
Adding bookmarks
- Pull up an invoice (Reports > Booking Index > Booking ID).
- Click the Bookmark button in the left menu to add a bookmark.
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Find the bookmarked invoice within the Bookmark (Booking > Bookmarks) page.
Learn more about the Booking Index
The Bookmarks page is a filtered view of the Booking Index. To learn more about the shared features, such as filters, Import/export bookings, and View Booklet, please view the following series of articles:
Removing bookmarks
To remove a bookmark, click the Remove Bookmark button in the left-hand menu of the Booking Invoice.
Adding new bookings
You can create a new Staff-side booking from the Bookmarks area. Click the New Booking button to begin the process.
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Learn more about Staff bookings For a detailed look at creating a Staff-side booking, check out the following article: |