Introduction to Bookmarks

Learn how to use bookmarks to highlight invoices for easy access later on.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Booking > Bookmarks

What more do I need to use this feature?

• The need to save bookings for easy access and quick reference!
  
  

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

• This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

Bookmarks are a useful tool to mark important invoices for easy and quick access in the future.

Rather than searching for the invoice you need, you can add a bookmark, accessed through the Bookmarks page.

This is an ideal solution if you need to update a booking after it has been confirmed.

To add a bookmark, pull up an invoice and click the Bookmark button in the left menu.

This invoice is now bookmarked and can be accessed from the Bookmark (Booking > Bookmarks) page.

To remove a bookmark, click the Remove Bookmark button when viewing a booking.

The Bookmarks page is a filtered view of the Booking Index. To learn more about the shared features such as filters, Import/export bookings and View Booklet, please view the following series of articles: Introduction to the Booking Index

You can create a new Staff-side booking from the Bookmarks area. Click on the New Booking button to begin the process.

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