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Filtering the Booking Index

Use filters in the Booking Index to quickly find specific bookings. Filtering helps you focus on what matters most, whether reviewing upcoming bookings, managing cancellations, or preparing daily reports.

Learn how to filter the Booking Index by:

We also explain how to share or bookmark the report and have the system remember your filter selections.

New to the Booking Index? Be sure to read the first article in this series for an introduction to this feature!

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Reports > Booking Index
     

What more do I need to use this feature?

  • Admin or restricted permissions to View all reports or the Booking Index.
     

Which Checkfront version supports this feature - Classic Items, Classic Products, or both?

  • The Booking Index is available to both those using classic items (Inventory > Items), a key feature of our Classic Items version of Checkfront, and those using classic products (Inventory > Products), a key feature of our Classic Products version of Checkfront.

 

Filtering by the booking index (step-by-step)

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  1. Go to Reports > Booking Index.
  2. Apply one or more filters from the top of the report.
  3. View the filtered booking records.

 

Filtering by date source

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Booking Index screen highlighting the Date Source dropdown used to select the starting date filter for bookings.

The Date Source filter allows you to refine the Booking Index list by the booking dates:
  • Start - the booking start date (default).
  • End - the booking end date.
  • Created - date the system created the booking.

You can also view bookings In Progress, those where the offering has started, but not ended.

 

Combining the date source and the date filter

Results depend on the other filter applied, for example, the Date filter:

  • (Date Source = Start) + (Date=Today) = All bookings that start today.

 

Filtering by date

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Booking Index interface with an arrow pointing to the Date field used to filter bookings by date range.

You can view results that match the following date presets using the Date filter.

  • All 
  • Today
  • Yesterday
  • Last week
  • Last 7 days
  • Last month
  • Last 30 days
  • All - past
  • Tomorrow
  • This week
  • This month
  • Next 7 days
  • Next 30 days (default)
  • All past
  • or All - upcoming

You can also filter by Custom dates, selecting a specific start and end date for the report.

 

Combining the date source and the date filter

Results depend on the other filter applied, such as the Date Source filter.:

  • (Date Source = End + (Date=Today) = All bookings that end today.

 

Filtering by category

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Booking Index page showing the Category search bar highlighted for filtering bookings by category type.

The Category filter allows you to display bookings with a specific category (or categories). Open the menu to select one or more categories to report on.

Have a long list of categories? A Search field within the filter allows you to enter the category's name (or a few letters) to help you find that elusive category!

You can clear your choice by clicking on the X next to the category list.

 

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Learn more about categories

For a detailed look at item/product categories, check out the following article series:

 

Filtering by tag

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Booking Index dashboard with the Item search field highlighted to locate specific booked items.

Tags identify bookings across categories when you enable the feature through Checkfront Labs. The Tag filter allows you to filter for bookings with a specific tag (or tags). Open the menu to select one or more tags to report on.

Do you have a long list of tags?  A Search field by the tag's name (or a few letters) helps you narrow the list and find the tag(s) you need!

You can clear your choice by clicking the X next to the list of selected tags.

 

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Learn more about tags

For a detailed look at enabling and using the Tags feature, check out the following article series:

 

Filtering by item/product

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Booking Index view featuring the Status dropdown highlighted for filtering bookings by payment status.

The Item/Product filter allows you to display bookings for a specific item(s)/product(s). Open the menu to select one or more items/products to report on.

Do you have a long list of items/products? A Search field by the name (or a few letters) of the item/product helps you narrow down the list and spot the item(s)/product(s) you need!

You can clear your choice by clicking the X next to the list of selected items/products.
 

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Learn more about configuration

For a detailed look at configuring items/products, check out the following articles:

 

Filtering by status

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Booking Index page showing the Source field highlighted to filter bookings based on their source type.

The Status filter allows you to display bookings with a specific status (or statuses). Open the menu to select one or more statuses to report on.

Potential statuses include

  • Pending
  • Reserved
  • Deposit,
  • Paid
  • Waiting
  • Cancelled
  • Pre-booking
  • Void
  • and other integration-specific or custom statuses, depending on your configuration and booking history.

Do you have a long list of statuses? A Search field by the status's name (or a few letters) to isolate the status(es) you need!

You can clear your choice by clicking the X next to the list of selected statuses.

 

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What is a booking status?

A booking status acts as a visual label and functional state for each booking in your system.

 

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Expert Tips from Checkfront Support: Reporting on Incomplete Bookings

"Do you need to find an incomplete booking? You can filter the Booking Index by Status to view all your Voids and Pre-bookings.

This feature is especially helpful when investigating Customer payment issues or monitoring abandoned bookings for your business metrics.

Keep in mind, Voids and Prebookings are completely removed from the system after 30 days."

- Jay C., Technical Support Analyst Lead

 

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Find step-by-step instructions

Find step-by-step instructions on reporting using filters here:

 

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Learn more about statuses and email notifications

For a detailed look at booking statuses and email notifications, check out the following article series:

 

Filtering by booking source

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Booking Index dashboard with the Search bar highlighted to locate bookings by name, ID, or email.

Your bookings may come from different sources. Use the Booking Source menu to report on bookings made through:

  • Your website.
  • A mobile device.
  • Your Staff members/Partners.  

Open the menu to select one or more sources to report on.

Have a long list of sources? A Search field by the source's name (or a few letters) helps you find the source(s) you need!

You can clear your selection by clicking the X next to the list of selected sources.

 

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What is the website source?

The Website source reflects bookings submitted from the Customer Booking Page.

If you have integrated the booking portal into an external website, you can add the Provider column to identify the integration type from which the booking came, e.g., Droplet, WordPress, etc.

 

Filtering by channel name

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Booking Index page highlighting Channel Name filter in the bookings table filter bar.

The Channel Name filter lets you filter for bookings by the reseller's name when using an external booking channel, such as myallocator or RezdyConnect.

 

Filtering by keyword search

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Booking Index interface with the Tag search bar highlighted for filtering bookings using assigned tags.

Use the Search field to filter the Booking Index by keyword, including Booker Name, Booking ID, Email address, and more.

 

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Filters impact search results

This search considers filters applied, so if you don't find the results you are looking for, try removing filters.

 

Filtering by booking form fields

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Booking Index page highlighting Booking Form Fields filter dropdown in the top right above the bookings table.

The Booking Form Fields filter allows you to display bookings based on selected booking form fields. Open the menu to expand and choose one or more enabled booking form fields to report on.

You can filter the Dropdown Select, Multiple Choice Radio, Single Checkbox, and Multiple Checkboxes form field types. In contrast, the system automatically excludes Single Line Text, Paragraph Text, and HTML Output form field types.

The filter count in the dropdown menu reflects the total number of selected form fields. Select the Reset button to clear form field selections and start over.

 

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Learn more about excluding booking form fields

For a detailed look at excluding booking form fields, check out the following article:

 

Sharing or bookmarking a URL

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Sharing the URL

You can share a link to the Booking Index!

  1. Copy the URL from the Booking Page browser address bar.
  2. Paste the link into the desired communication channel.

Clicking the link brings you to the Booking Index, where you can apply any Date Source, Date, Category, Tag, Item/ Product, Status, and Source filters.

To access the linked content, recipients of shared links need to have Staff account access to view the Booking Index. When they click the link, the system prompts them to log in if they have not already. Happy sharing!

 

Bookmarking the page

You can also bookmark the Booking Index page to quickly and easily return to your preferred view.

 

Remembering filters

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You can configure your account to retain your filter selections within most reports and features, so you don't have to select your preferred filters repeatedly.

 

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Learn more about profile settings

For a detailed look at your Profile Filter settings, check out the following article:

 

Next Steps

The following article covers how to work with booking information from the Booking Index.

 

< Introduction to the Booking Index     |     Working with booking information from the Booking Index >

 

 

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