Learn how to bulk update bookings from the Booking Index, including bulk updating the status of bookings, delivering email notifications tied to booking statuses, applying POS payments, adding booking notes, and checking in/or out bookings.
New to the Booking Index? Be sure to read the first article in this series for an introduction to this feature!
Please read the full series of articles at the side and bottom of this page to learn more about the Booking Index.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
-
Reports > Booking Index > Bulk Update
What more do I need to use this feature?
-
Admin or restricted to View all Reports or the Booking Index.
Which Checkfront version supports this feature - Classic Items, Classic Products or both?
- The Booking Index is available to both those using classic items (Inventory > Items), a key feature of our Classic Items version of Checkfront, and those using classic products (Inventory > Products), a key feature of our Classic Products version of Checkfront.
|
When bulk updating, we recommend doing so in smaller batches, such as 100 records each time. |
Bulk updating
Back to topThe Bulk Update feature can be accessed by selecting at least one booking from the Booking Index list.
Once a booking is selected, the bulk button appears, as seen above.
If you select the top checkbox next to the Booking column label, all bookings on that page are selected. You can always deselect a few to meet your needs.
Click on the Bulk Update button to proceed to the next step in the Bulk Update process.
The following Bulk Update options are available.
|
Looking for instructions on bulk Exports and Invoices? Learn more here: |
Confirming the number of bookings selected
Back to top
|
Note the number of bookings to be updated! Be sure this matches the number of bookings you intended to select so that you don't update any in error, especially if you have chosen to Deliver Notifications. |
Bulk updating statuses
Back to topUse this option to update the selected booking(s) status. Simply select the new status from the dropdown list.
|
To learn more about Booking Statuses, please read the following: |
Bulk delivering notifications with status updates
Back to topIf you update the status of the bookings, then you also have the option to Deliver Notifications. This sends any associated booking notifications when the Bulk Update is applied.
|
If you do NOT want to send any associated notifications, uncheck the Deliver Notifications to prevent a confirmation from being sent to the Customer! |
|
Learn more about notifications tied to booking statuses here: |
Bulk applying POS payments with status updates
Back to topIf you choose to Bulk Update bookings to a fully PAID status and have the setting Suggest applying a POS transaction when manually marking a Booking as Paid (Manage > Ecommerce Setup > Settings) enabled, then the option to Apply POS Payments displays.
Select this option to automatically generate a transaction with a POS payment once you click Apply.
Adding booking notes with status updates
Back to topAdd a booking note, for example, if you would like to include a reason for your Bulk Update.
Bulk updating the Check In Status
Back to topOptionally change the Check In Status of the selected booking(s) to In or Out accordingly.
The Note field within the Booking Index updates to include a log of this activity as soon as the change is applied.
|
Be careful when selecting multiple bookings! If the selected booking(s) are a mix of those checked In and Out, you may inadvertently check in or out the bookings again. |
Apply your changes before leaving the Bulk Update modal.
Learn More
Back to top
|
For detailed steps on how to bulk email, please see the following FAQ: |
< Reviewing and importing external bookings from the booking index