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Locate: Reports > Booking Index > Bulk Update
Prerequisites: Admin permissions or restricted permissions to View all reports or the Booking Index.
Bulk UpdateBack to top
The 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 will appear, as seen above.
If you select the very top check-box next to the Booking column label, then 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...
- Number of Bookings SelectedBack to top
Note the number of bookings to be updated! Be sure this corresponds to 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 in the process.
- Update StatusBack to top
Use this option to update the Status of the selected booking(s). Simply select the new Status from the drop-down list.
To learn more about Booking Statuses, please read the following...
-- Deliver NotificationsBack to top
If 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, then be sure to uncheck the Deliver Notifications to prevent a confirmation from being sent to the Customer!
Learn more about Notifications tied to Booking Statuses here:
-- Apply POS PaymentBack to top
If you choose to Bulk Update bookings to a fully PAID Status and you 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.
- Add Booking NoteBack to top
Add a Booking Note, for example, if you would like to include a reason for your Bulk Update.
- Check In StatusBack to top
Optionally change the Check In Status of the selected booking(s) to In or Out accordingly.
The Note field within the Booking Index is updated 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 a second time.
In any of these cases, be sure to Apply your changes before leaving the Bulk Update modal!
Bulk Email Customers with BookingsBack to top
For detailed steps on how to bulk email, please see the following FAQ: