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Locate: Booking > Daily List
Prerequisites:
- Admin permissions or restricted permissions to View all Reports (or the Daily List).
- Inventory configured and corresponding bookings!
- The Booking Daily List is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Booking Daily List with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is 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. |
The Booking Daily List includes several actions that can be done on multiple bookings to save time and effort. In this article, we review the option to Bulk Update bookings from the Booking Daily List.
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the various features of the Booking Daily List.
New to the Booking Daily List? Be sure to start with the first article in this series: Daily List: Introduction!
Bulk Update
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Next to each category and listing is a checkbox. Using these, you can select one or more listings to Bulk Update.
If you select the checkbox next to the category, all listings under that category are automatically selected.
Alternatively, you can select one or more listings independently by checking the boxes next to the booking code.
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Bookings may contain more than one item or product, in which case a separate listing appears for each item or product under the applicable items/products or times. If you select one of the listings, then any other related listings are automatically selected. This is also a quick way to identify bookings with multiple items or products! |
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 Bulk Update. Click Bulk Update to open the Bulk Update modal.
From the Bulk Update modal, you have the following options...
- Number of Bookings Selected
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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 as well. |
- Update Status
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The option to update the Status of the selected booking(s). Simply select the new Status from the drop-down list.
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To learn more about Booking Statuses, please read the following... |
-- Deliver Notifications
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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.
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To learn more about Booking Status Notifications, please read the following: |
-- Apply POS Payment
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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 Note
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Add a Booking Note, for example, if you would like to include a reason for your Bulk Update.
- Check In Status
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Optionally change the Check In Status of the selected booking(s) to In or Out accordingly.
The Note field within the Booking Daily List is updated to include a log of this activity as soon as the change is applied.
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Be careful when selecting multiple bookings! If the selected booking(s) are a mix of those checked In and Out, then 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!
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Looking for instructions on bulk Exports and Invoices? Learn more here... |
< Booking Daily List: Navigation & Filters | Booking Daily List: View Invoices >