Introduction to the Booking Index

Learn more about the Booking Index, including how to add new bookings

Please read the full series of articles at the side and bottom of this page to learn more about the functionality of the Booking Index. 

• Filtering the Booking Index
• Working with booking information from the Booking Index
• Editing columns within the Booking Index
• Importing and exporting the Booking Index
• Viewing the Booking Index booklet of invoices
• Accessing select invoices from the Booking Index
• Reviewing and importing external bookings from the Booking Index
• Bulk updating invoices from the Booking Index

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter*, Growth (Subscription), Growth (Per Booking), Managed
*Report exports are not available with the Starter plan. 
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Reports > Booking Index

What more do I need to use this feature?

• Admin or restricted permissions to View all reports or the Booking Index.
  
  

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

• The Booking Index 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.

New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. What are the differences between the Item Builder and the new Product Builder? Discover more product-related help articles here!

 

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The Booking Index is your central hub for reporting and managing booking data within Checkfront. You can quickly generate a report customized to your needs using the filters at the top of the page.

This series of articles covers all aspects of the Booking Index, including adding, filtering, importing, exporting, and bulk updating bookings.

We review managing external bookings for those integrated with third-party channels (myallocator, Expedia, GetYourGuide...).

We learn more about the Booklet, which gives quick access to views of the Booking Invoices associated with the bookings listed in your Booking Index, considering the filters you have applied.

 

Review some related articles here: How can I report on Sales Tax for my business? How can I report on Cancelled bookings?

 

Learn more about your reporting options here: Getting Started with Reporting: A-Z Overview Getting Started with Reporting: FAQ

 

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To start a new booking, click the New Booking button at the top-right of the page. This takes you to the Admin/Staff view of the booking pages.

 

Learn more about creating a Staff-side booking here: How do I add a Staff-side booking?

 

Next, let's check out the Booking Index filters.

 

 

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Filtering the Booking Index >

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