Learn how to use bookmarks to highlight invoices for easy access later on.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Bookmarks Overview
Back to topBookmarks are a useful tool to mark important invoices for easy and quick access in the future.
Rather than searching for the invoice you need, you can add a bookmark, accessed through the Bookmarks page.
This is an ideal solution if you need to update a booking after it has been confirmed.
To add a bookmark, pull up an invoice and click the Bookmark button in the left menu.
This invoice is now bookmarked and can be accessed from the Bookmark (Booking > Bookmarks) page.
To remove a bookmark, click the Remove Bookmark button when viewing a booking.
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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: |
Adding new bookings
Back to topYou can create a new Staff-side booking from the Bookmarks area. Click on the New Booking button to begin the process.
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Learn more about creating a Staff-side booking here: |