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Locate: Reports > Booking Index
Prerequisites: Admin or Staff access permissions.
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The Booking Index has been moved under the Reports menu! |
Overview
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The Booking Index is your central hub for reporting on and managing booking data within Checkfront. Using the filters provided at the top of the page, you can quickly generate a report based on very specific criteria.
In this series of articles, we will cover all aspects of the Booking Index including adding, filtering, importing, exporting, and bulk updating bookings!
For those integrated with third party channels (myallocator, Expedia, GetYourGuide...) we will review managing external bookings.
Also, we will learn more about the Booklet option, which provides quick access to views of the Booking Invoices associated with the bookings listed in your Booking Index taking into consideration the filters you have applied.
First let's take a look at the Data Columns provided by default within the report...
Data Columns
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By default, the following Data Columns display...
- Booking
The Booking ID and name of the Item booked. Clicking on the Booking ID opens the Booking Invoice. This column is fixed, so cannot be removed from the Booking Index.
- Start date
The Start date of the booking, including the start time where applicable.
- End Date
The End date of the booking, including the end time where applicable.
- Created
The Date and time the booking was created.
- Customer
The First Name, Last Name, and Email address of the Booker.
- First Name
The First Name of the Booker.
- Last Name
The Last Name of the Booker.
- Source
The Source of the booking - through your Website, Mobile app, or the name of the Staff member or Partner who processed the booking.
- Amount
The total Amount of the booking.
- Provider
The third party-Provider through which the booking was processed (myallocator, Expedia, GetYourGuide...)
- Status
The Status of the booking. This will dynamically update, for example, if the Amount Due is Paid, but Admin and Staff users can also manually change the Status as needed.
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Learn more about Booking Statuses and Notifications triggered by Booking Status changes here... |
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Edit Columns
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Access the Columns modal from the top-right of the Booking Index list to choose which Columns you would like to display and in what order.
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The Bookings Index table will scroll if the number of Columns selected exceeds those that can be shown at one time - depending on your screen size and resolution. |
| Column | Description |
| Address | The Address of the booking Customer. |
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Amount Due |
The amount that remains owing for the booking. |
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Amount Paid |
The Amount Paid to date for the booking. |
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City |
The City of the booking Customer. |
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Country |
The Country of the booking Customer. |
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Customer ID |
A unique identifier for the Customer. |
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Customer Language |
The preferred language of the booking Customer. |
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Date Modified |
The Date the booking was last modified. |
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Discount Code |
The Discount Code used for the booking, where applicable. |
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The Email address of the booking Customer. |
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Partner Account |
The Partner Account through which the booking was processed. |
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Payment Type |
The Payment Type used for the booking payment. |
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Postal/Zip |
The Postal/Zip code of the booking Customer. |
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QTY |
The total quantity of items (parameters) and add-ons within each booking, for example 2 guests + 1 lunch = 3 (Qty). |
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SKU |
The SKU associated with the item booked. |
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State/Prov |
The State or Province associated with the booking Customer. |
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Sub-total |
The Subtotal of the booking before Taxes. |
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Taxes |
The amount of Tax applicable to the booking. |
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TID |
The Tracking ID of the booking if processed through the Booking Widget. Learn more here: |
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This list will include any custom fields you have added to your bookings. Learn more here... |
Add New Booking
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To initiate a New Booking, click on the New Booking button at the top-right of the page. This will take you to the Admin/Staff view of the booking pages.
Next, let's check out the Booking Index filters!