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Filtering Customer Booking Maps

Learn how to filter results in the Customer Booking Map, including filtering by booking status and date.

New to Customer Booking Maps? Read the first article in this series for an introduction to Customer Booking Maps.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Customers > Map

What more do I need to use this feature?

  • Admin permissions to manage integrations.

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

Your account must have access to classic items (Inventory > Items), a key feature of our classic items version of Checkfront. 

This feature is not available for use with classic products (Inventory > Products), a key feature of our classic products version of Checkfront. → Learn more about products

 

Filtering maps by booking status

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A customer booking map displays a status filter dropdown with color-coded booking statuses such as pending, paid, and cancelled for September 2022.

You can filter the bookings displayed by booking status. To do this, click on the Status button just above the map. Select the filter status from the drop-down menu.

Once selected, all bookings without the chosen status are filtered out, leaving behind only the Customers you need to see at that time.

 

Filtering maps by date

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A customer booking map shows a highlighted date filter that allows selecting a custom date range for viewing bookings on the map.

By default, the Customer map displays pins based on bookings created in the last month. This is customizable using the date filter.

There are two parts to the date filter. First, decide which booking date (Created, Start Date, or End Date) you need to filter by. Then, you need to specify the actual date range for display results. This can be a custom date range or one of our presets (last month, this month, next 3 months...).

  1. Click the Date button to open the dropdown menu.
  2. Choose from the date the booking was Created, the booking Start Date, or the booking End Date.
  3. Click the Last Month button to open up the second dropdown menu.
  4. Choose the Custom option to reveal two date picker buttons - one for the start date and the second for the end date. Alternatively, you can use one of our presets.
  5. Use the calendar that appears after clicking on each of these buttons to select your dates. Use the black arrows to move back and forth through the calendar months.  

 

In the next article, we look at how to view a booking from the Customer Booking Map.

 

 

< Viewing location clusters within Customer Booking Maps     |     Viewing bookings within the Customer Booking Map >