Checking-in or checking-out bookings from the booking invoice

Learn how to check-in and check-out the booking, including the option to reset the check-in status.

New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Reports > Booking Index > Booking Details > Check-in/Check-out

What more do I need to use this feature?

• Admin or restricted permissions to Bookings.
  
  

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

You can find the Check-in button in the left sidebar next to the Booking Invoice.

When clicked, this updates the Customer as Checked-in and adds an invoice note on behalf of the logged-in Staff account.

A checked-in booking can also be checked out by clicking the same button, now labelled Check-out.

When either option has been selected, an icon is added to the booking status label showing a checkmark (checked-in) or forward arrow (checked-out) as part of the status.

This can be seen in several areas throughout the system, including the Booking Calendar and Customer Calendar.

When checking-in or checking-out a booking, these actions are logged in multiple areas in the system. For example, you can find log entries in the Log tab of the booking, the Account Activity report, and the Booking Log widget in the Dashboard.

Learn about checking-in or checking-out bookings and Guests from the Daily Manifest here: Checking in and out Guests (or bookings) from the Daily Manifest

You can reset the check-in status for a booking by clicking on the Reset Check-in button in the left sidebar. This button only appears once a Customer has been checked out.

Once reset any checked-in or checked-out notes from before remain in the notes section of the invoice. The Customer can now be checked in again, should you so wish.

It's not necessary to use the check-in feature. However, it does provide greater insight into your inventory availability, arrivals, and no-shows.  

In the next article of the series, we look at printing a Booking Invoice.

< Managing documents from booking invoices     |     Printing booking invoices to PDF >