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.
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Reports > Booking Index > Booking Details > Check-in/Check-out
What more do I need to use this feature?
- Admin permissions or restricted permissions to Bookings.
Which Checkfront version supports this feature - classic, new, or both?
- The Booking Details feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Checking-in or out bookings
Back to topIn the left sidebar, next to the invoice, you see a Check-in button.
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 as 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.
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When checking-in or checking-out a booking, these actions are logged in multiple areas in the system. For example, you see log entries about these actions in the Log tab of the booking, the Account Activity report, and the Booking Log widget in the Dashboard. |
Resetting the check-in/out feature
Back to topYou 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 in the system.
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 >