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Locate: Reports > Booking Index
Prerequisites:
- Admin permissions or restricted permissions to View all reports (or the Booking Index) and Export Reports.
- The Booking Index is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Booking Index with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program Products and the Product Builder are the successor features to Items and the Item Builder and are currently part of our Early Access Program. This means that the features are available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we review how to import and export bookings in the Booking Index.
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, accessed at the side and bottom of this page, to learn more about the Booking Index.
Import Bookings
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Access our Booking Import feature by clicking on the Import option at the top-right of the page.
From there, you can Download our Template to help you prepare your data for upload. Choose the CSV file for upload and then Submit your file for validation and import!
Each row in the CSV file corresponds to one booking and requires an Item ID/SKU, Start Date, and Customer Name.
Importing bookings automatically creates and assigns Customer Profiles to the Customers associated with the bookings.
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Learn more about Importing bookings and Customer account management here: |
Export All
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To quickly Export all the filtered booking information in view, simply click on the Export option at the top right of the page. The Export modal opens with your Export options.
See the Export Modal section below for the next steps.
Export Select Listings
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To Export select bookings, first, choose one or more from the list.
If you select the checkbox at the top of the checkbox column, then ALL bookings listed are automatically selected.
Alternatively, you can select one or more bookings independently by checking the boxes next to the Booking Code.
After you have selected one or more listings, a menu appears at the top of the page with the number of bookings selected and the option to access the Export modal. Click the Export option to open the Export modal.
See the Export Modal section below for the next steps.
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Looking for instructions on Bulk Updates and Invoices? Learn more here: |
Export Modal
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The Export modal allows you to choose your preferences for the file Exports. These options are the same whether you are Exporting all or select bookings. Click Export once you are satisfied with your choices.
- Save As
Specify the name of the Export file. By default, the file name includes the name of the report, plus the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
- Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
- Save To
The report can be saved to your My Computer, Email, or Google Drive.
- Columns
Choose to export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view).
- Max Rows
Choose to limit the maximum number of rows to export (Max Rows) or export All Rows.
- Formatting
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).
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