Booking Index: Introduction

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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.

 

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, how to edit columns, 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. 

 

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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 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.

Also, we 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...

 

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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By default, the following booking information displays...

The Booking ID and name of the Item or product booked. Clicking on the Booking ID opens the Booking Invoice. This column is fixed, so cannot be removed from the Booking Index.

 

The Start date of the booking, including the start time where applicable.

 

The End date of the booking, including the end time where applicable.

 

The Date and time the booking was created. The Booking Index is sorted by Created date with oldest records displaying first (ascending), by default.

 

The First Name, Last Name, and Email address of the Booker.

 

The First Name of the Booker.

 

The Last Name of the Booker.

 

The Source of the booking - through your Website, Mobile app, or the name of the Staff member or Partner who processed the booking.

 

The total Amount of the booking.

 

The third party-Provider through which the booking was processed (myallocator, Expedia, GetYourGuide...)

 

The Status of the booking. This dynamically updates, for example, if the Amount Due is Paid, but 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... Introduction to booking statuses Introduction to email notifications

 

Data columns displayed can be customized including the display order. Learn more below under Edit Columns. Data columns can be sorted in ascending or descending order to help you isolate records, such as those processed through third-party Providers. Item Parameters and Product Guest Types are not supported as columns within this report at this time.

 

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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.

 

The Bookings Index table scrolls 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.
Amount Due	The amount that remains owing for the booking.
Amount Paid	The Amount Paid to date for the booking.
City	The City of the booking Customer.
Check In / Out	Check In or Check Out button, as applicable.
Country	The Country of the booking Customer.
Customer ID	A unique identifier for the Customer.
Customer Language	The preferred language of the booking Customer.
Date Modified	The Date the booking was last modified.
Discount Code	The Discount Code used for the booking, where applicable.
Email	The Email address of the booking Customer.
Partner Account	The Partner Account through which the booking was processed.
Payment Type	The Payment Type used for the booking payment.
Postal/Zip	The Postal/Zip code of the booking Customer.
QTY	The total quantity of items (parameters) and products (guest types) and add-ons within each booking, for example, 2 guests + 1 lunch = 3 (Qty).
SKU	The SKU associated with the item or product booked.
State/Prov	The State or Province associated with the booking Customer.
Sub-total	The Subtotal of the booking before Taxes.
Taxes	The amount of Tax applicable to the booking.
TID	The Tracking ID of the booking if processed through the Booking Widget. Learn more here: Booking Widget: Configuration Options - Advanced

 

This list includes any custom fields you have added to your bookings. Learn more here... Booking Form & Field Editor: Introduction

 

Need to filter the Booking Index by custom columns/field values? You can export the Booking Index to CSV and filter in a third-party program. Learn more here... Booking Index: Import and Export

 

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To initiate 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.

 

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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Booking Index: Filters >

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