New to the Booking Daily List? Read the first article in this series for an introduction to the Booking Daily List.
Which plans include this feature?
Where can I find this feature using the top menu?
Booking > Daily List
What more do I need to use this feature?
- Admin or restricted permissions to View all Reports (or the Daily List).
Inventory configured and matching bookings!
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Bulk updating bookingsBack to top
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 independently select one or more listings by checking the boxes beside the booking code.
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, any other related listings are automatically selected. This is also a quick way to identify bookings with multiple items or products!
After selecting 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...
Confirming the number of bookings selectedBack to top
Note the number of bookings to update! Be sure this matches the number of bookings you intend to select so that you don't update any in error, especially if you choose to Deliver Notifications.
Updating booking statusesBack to top
The 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...
Delivering 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.
To learn more about booking status notifications, please read the following:
Applying POS paymentsBack to top
If you bulk update bookings to a fully PAID status and 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.
Adding booking notesBack to top
You can add a booking note, for example, a reason for your bulk update.
Updating the check in statusBack to top
You can change the check in status of the selected booking(s).
The note field within the Booking Daily List 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 again.
In any of these cases, you must Apply your changes before leaving the Bulk Update modal.
Looking for instructions on bulk exports and invoices? Learn more here...