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Locate: Reports > Booking Index
Prerequisites:
- Admin permissions or restricted permissions to View all reports or the Booking Index.
- The Booking Index 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). |
This article is a brief introduction to the Booking Index including what booking information is available by default and how to add a new booking.
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the functionality of the Booking Index.
Booking Index Overview
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The Booking Index is your central hub for reporting on and managing booking data within Checkfront. Using the filters shown at the top of the page, you can quickly generate a report based on very specific criteria.
In this series of articles, we 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 review managing external bookings.
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, taking into consideration the filters you have applied.
First, let's take a look at the data columns provided within the report by default.
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Review some related articles here: |
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Learn more about your reporting options here: |
Default booking information
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By default, the following booking information displays.
| Column | Description |
| Booking | The Booking ID and name of the item/product 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. The Booking Index is sorted by Created date with the oldest records showing first (ascending), by default. |
| 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 dynamically updates, for example, if the Amount Due is Paid. Admin and Staff users can also manually change the status as needed. Learn more about Booking Statuses and Notifications triggered by Booking Status changes here: |
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Adding a new booking
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To start a new booking, click on the New Booking button at the top-right of the page. This takes you to the Admin/Staff view of the booking pages.
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Learn more about creating a Staff-side booking here: |
Next, let's check out the Booking Index filters.