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Locate: Calendar > Booking
Prerequisites:
- Admin permissions or restricted permissions to View Calendars.
- Booking, bookings, and more bookings!
Be sure to read our overview of the New Booking Calendar Experience, before starting!
To learn more about the various features of the Booking Calendar, be sure to check out the full series of articles which can be accessed at the side and bottom of this page.
Overview
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The Booking Calendar provides a traditional, calendar view of your bookings including your choice of Month, Week, or Day layouts. With several format and filter options to suit your needs, the Booking Calendar can be optimized to provide an excellent, visual overview of your bookings. You can then find and absorb information faster, which expedites the task of managing your bookings!
In this series of articles, we cover how to navigate and filter, view bookings by Customer vs Item, and switch from Calendar to List view.
Need to see more booking information? Simply click on the booking within the calendar to reveal booking insights in the new side-panel! Learn more here.
We also cover how to Add your bookings to an External Calendar, via our Checkfront iCal Feed. Click here to learn more.
Follow the series sequentially or jump to an article using the in-article or side menu links. Let's start with your layout options.
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Gift Certificate purchases only display within the Booking Calendar if on the same invoice as one or more date-based items. In that case, a record for the Gift Certificate displays separately on the purchase date as an all-day booking and within the Bookings tab of the side-panel. This provides you with full transparency into all items on the invoice. If the Gift Certificate was purchase independently, then it does not appear on the Booking Calendar. |
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Learn more about your reporting options here: |
Booking Calendar - Layout Options
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- Booking Calendar by Month
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By default, the Booking Calendar uses the Month layout. This allows you to see an overview of bookings for the calendar Month.
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Calendars can be configured with a Start of Week on Sunday or Monday (Manage > Setup > Calendar). |
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Learn more about toggling between the Calendar and List formats here: |
- Booking Calendar by Week
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View bookings by the Week. All-day listings are displayed first, followed by an hourly look into what the week entails organized by day.
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Calendars can be configured with a Start of Week on Sunday or Monday (Manage > Setup > Calendar). |
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Learn more about toggling between the Calendar and List formats here: |
- Booking Calendar by Day
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Viewing bookings by the Day.
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Learn more about toggling between the calendar and list formats here: |
Booking Information
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- Status Colour & Indicator
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Each booking displayed is colour-coded to match the status of the booking and includes a status indicator - the dot next to the Customer or item name. The colours displayed correspond to the colours of the Booking Statues configured within your Checkfront account.
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Learn more here about Booking Statuses here: |
- Booker Name, Booked Inventory, and Booking Start Time
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Depending on whether you are viewing bookings by Customer or Item, the Booker's First and Last Name or the name of the Item booked is displayed.
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Learn more about the option to bookings display by Customer name or Item here: |
- Checked In or Out
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Bookings that have been Checked-in (✓) or Checked-out ( ↱) can be identified by the icons displayed on the listing. Click on the booking to change the status.
- Access Detailed Booking Insights
Back to topTo access more detailed information about each booking, simply click on the booking to open the side-panel.
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Learn more about the new side-panel here: |
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