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Changing booking statuses from the Bookings Tab of the Schedule Grid

Using the status dropdown menu in the session drawer, you can update a booking's status directly from the Schedule Grid without navigating away, saving you time and energy.

Read further to learn how to manually update a booking's status from the Schedule Grid or find answers to frequently asked questions.

New to the Schedule Grid? You can begin with the article, Introduction to the Schedule Grid, to learn more.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Calendar > Schedule Grid
     

What more do I need to use this feature?

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

  • Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products. 

 

Updating booking statuses

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Follow these steps to update a booking's status from the Schedule Grid:

  1. Go to the Schedule Grid (Calendar > Schedule Grid).
  2. Click a session tile with active bookings to open the session drawer for that session.

    Schedule grid page with an arrow highlighting a session tile with active bookings to indicate selection.
     
  3. Open the status dropdown menu next to a booking entry in the Bookings tab and select a booking status, such as Paid, Deposit, or Reserved.

    Open session drawer in the schedule grid with an arrow highlighting the status menu button to indicate selection.

    Open session drawer in the schedule grid with an arrow pointing to an expanded status menu.
     
  4. Choose any additional options based on the selected status, e.g., Send email notifications.
  5. Select the Update button to confirm the change in booking status.

    Open session drawer in the schedule grid with an arrow highlighting the ‘Update’ button to indicate selection. 
     
  6. Close the session drawer by clicking the X button or pressing [Esc] on your keyboard.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Calendar > Schedule Grid

What permissions are required to use this feature?

What product availability does the Schedule Grid display?

  • The Schedule Grid only displays products with Timeslots availability.


     

Next Steps

You can continue to the next article in this series to learn more about checking in or out bookings from the Bookings Tab of the Schedule Grid.

 

< Filtering the schedule Grid  |    Checking in or out bookings from the Bookings Tab >

 

 

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