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Locate: Booking > Daily Agenda
Pre-requisites: Guest Form (Manage > Add-ons)
In this article, we will review how to navigate and filter bookings within the Daily Agenda.
Navigate and Filter by DateBack to top
The Daily Agenda provides a table view of bookings on a daily basis. By default, bookings for Today display. You can navigate Back and forward (Next) in time to view bookings on other dates with the option to easily jump back to Today as needed.
Alternatively, you can choose a specific date by selecting the date from the calendar or entering the date directly into the field provided. As the Daily Agenda is a daily view of bookings, it is not possible to view bookings based on a date range.
Filter by Start TimeBack to top
Tip: Deleting the value in the Start Time field will clear any time criteria applied and return the filter to the default value. Bookings displayed within the Daily Agenda will be updated as a result.
Filter by CategoryBack to top
Clicking on the Choose Category drop-down will open a menu of available inventory Categories. Select one or more Categories from the list to filter out bookings from the other Categories, leaving a view of the items booked from your chosen Categories.
If you have a long list of Categories, simply start entering the name of the category and the list will be limited to those that start with the same letters. From there, you can easily select the Category!
Filter by ItemBack to top
You can also filter the Daily Agenda for one or more Items. Simply select the Choose Item drop-down menu and the list of available inventory Items will display.
This filter can be used independently or in tandem with the Category filter. If one or more Categories are selected, then the Item list will be restricted to those available for the selected Category or Categories.
As with the Category filter, you can also type in the name of the Item you are looking for and the list with be limited to those Items that match your entry. This is a convenient option for those who have long lists of inventory!
Expand & Collapse BookingsBack to top
Expand and collapse booking records within the Daily Agenda to view booking details including Guest List.
Share or Bookmark URLBack to top
You can share a link to the Daily Agenda! Simply copy the URL from the Daily Agenda page browser address bar and paste the link into the desired communication channel. Clicking on the link will bring you to the Daily Agenda with any Date, Start Time, Category, and Item filters applied. The Daily Agenda page can also be bookmarked so that you can quickly and easily return to your preferred view.
In order to access the linked content, recipients of shared links need to have Staff account access to view the Daily Agenda. They will be prompted to log in if they are not already logged in when they click on the link. Happy sharing!