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Locate: Booking > Bookmarks
Prerequisites:
- The need to save bookings for easy access and quick reference!
- The Bookmarks feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Bookmarks
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Bookmarks are a great way to highlight certain invoices for quick access later on. Rather than having to search for the invoice you need, you can instead add a Bookmark which can then be accessed through the Bookmarks page. This is great if you are working on a booking and need to make some updates later on once everything is confirmed.
To add a Bookmark, pull up an invoice and look for a button in the left sidebar labelled Bookmark. Click on this button and you will see the Bookmark icon change to a solid black. This now means the invoice is bookmarked and can be accessed through the Bookmark page. Simply do the opposite to remove the Bookmark!
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The Bookmarks feature is essentially 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: |
Adding a new booking
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You can create a new Staff-side booking from the Bookmarks area. Simply click on the New Booking button to begin the process.
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Learn more about creating a Staff-side booking here: |