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: Starter, Growth (Subscription), Growth (Per Booking), 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 great way to highlight certain invoices for quick access later.
Rather than searching for the invoice you need, you can add a bookmark, 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 the Bookmark button in the left menu. Click on this button to see the bookmark icon change to a solid black.
This now means the invoice is bookmarked and can be accessed through the Bookmark page. Do the opposite to remove the bookmark.
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The Bookmarks page 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 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: |