Navigating and filtering the Booking Calendar

Learn how to navigate and filter bookings within the Booking Calendar, including how to navigate by date, filter by category, item/product, status, and source, keyword search, and share the Booking Calendar link.

New to the Booking Calendar? Read the first article in this series for an overview of the Booking Calendar.

Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Calendar > Booking

What more do I need to use this feature?

• Admin or restricted permissions to View Calendars.
• Booking, bookings, and more 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

The Booking Calendar provides a calendar view by Month, Week, or Day. By default, bookings for Today are displayed. You can jump back (<<) and forward (>>) to past and future dates. Click Today to return to view today's bookings at any time!

Alternatively, you can choose a specific date by selecting it from the calendar or entering it directly into the field provided in the format required, depending on whether you are viewing by Month, Week, or Day.

Clicking the arrow next to the Search... field under the Category label opens a dropdown menu of available inventory categories.

Select one or more categories from the list to filter out bookings by category, leaving only those from your chosen categories.

If you have a long list of categories, start entering the category name within the Search... field. The list is then limited to those that start with the same letters. From there, you can easily select the category!

You can also filter the Booking Calendar for bookings with select items/products. Click on the arrow next to the item/product label to open the dropdown menu, which displays the list of available inventory items/products.

This filter can be used independently or in tandem with the category filter. If one or more categories are selected, then the item or product list is 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/product you are looking for in the Search... field, the list is then limited to those items or products that match your entry. This is a convenient option for those who have long lists of inventory!

Optionally, you can filter the Booking Calendar by one or more statuses (Deposit, Paid, Canceled, etc.). The bookings displayed are then filtered accordingly.

Searching for the status is a quick option if faced with a long list of filter options! Simply start entering the name of the status in the Search... field at the top of the list.

Bookings with an unlocked status do not appear on the Booking Calendar by default. You must specifically filter for unlocked statuses. If you frequently report on unlocked statuses, you can bookmark the Booking Calendar filtered for those statuses or save the filter within your user profile.

Search bookings for the calendar dates in view. The following booking information is searchable...

• Customer (Booker) names
• Contact information, including phone numbers and email addresses
• Item or Product Names
• Booking codes

Learn more about how to search bookings from the booking side panel here: Gaining booking insights from the Booking Calendar

You can share a link to the Booking Calendar! Copy the URL from the Booking Calendar page browser address bar and paste the link into the preferred communication channel. Clicking on the link brings you to the Booking Calendar with any Date, Category, Item or Product, Status, Source, Search, mode, and view filters applied.

You can also bookmark the Booking Calendar page within your browser so that you can quickly and easily return to your preferred view.

To access the linked content, shared link recipients must have Staff account access and appropriate permissions to view the Booking Calendar. When clicking the link, they are prompted to log in if they are not already logged in.

You can configure your account to retain your filter selections within most reports and features so you don't have to select your preferred filters repeatedly.

Learn more about your Profile Filter settings here: Managing your Admin, Staff, or Partner account profile

< Introduction to the Booking Calendar     |     Configuring the Booking Calendar format >