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Filtering the booking notes report by date

Use the date filter in your booking notes to quickly locate notes created within a specific timeframe.
This feature helps Staff and managers find recent updates, review communication logs, or track activity on particular days for operational and audit purposes.

Discover how to utilize the date filter in the Booking Notes report, complete with step-by-step instructions.

New to Booking Notes? Read the first article in this series for an introduction to the Booking Notes feature.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Booking > Notes > Booking Notes report
     

What more do I need to use this feature?

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

 

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Storing credit card information

To protect Customers’ Protected Personal Information (PPI) and to comply with PCI regulations and the Checkfront Terms of Service, please do not store credit card information in booking or note fields.

Checkfront is PCI compliant. We securely transmit payment details to certified payment providers only, and do NOT store credit card numbers, expiration dates, or CVV codes in our databases.

We recommend using a payment provider like Stripe to securely capture credit card details and process payments. See our List of supported payment providers for more options.

The penalties for breaking PCI compliance are steep for both you, the merchant, and us, the service provider. For more information, please see our Terms of Service: Checkfront Terms of Service.

 

Filtering by date overview

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Booking notes screen highlighting the Date Button used to filter notes by timeframe.

To select your timeframe, click the Date menu button. You can choose from various pre-defined date ranges from the drop-down menu.

Or, you can select the Custom option, which generates two new buttons to the right - one for the start date and one for the end date. Click on these to open the calendar.

 

Booking notes screen highlighting the Custom Date Calendar to select a specific date range for filtering notes.

You can now see two months side-by-side. Use the small black arrows to navigate back and forth between the months, then click to select a date.

 

Filtering by date (step-by-step)

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  1. Navigate to Booking > Notes.
  2. Open the Date filter.
  3. Choose a preset date filter (Today, Yesterday, Last Week, Last 7 days, Last month, Last 30 days), Custom date, or to view all booking notes.
  4. Select a booking from the displayed results.
  5. Click the Booking ID to access the Booking Invoice.
  6. See the Notes column in the right-hand panel.

 

Next Steps

The following article explains how to filter bookings by Staff.

 

< Introduction to Booking Notes    |     Filtering booking notes by Staff >