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Locate: Booking > Daily List
Prerequisites:
- Admin permissions or restricted permissions to View all reports (or Daily List).
- Inventory configured and corresponding bookings!
In this article, we cover the various navigation and filter options within 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!
Navigate by Date
Back to topThe following date options allow you to optimize the Inventory Calendar to meet your needs.
- Jump to Today's Date
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By default, the periods start with data for Today. Click Today to return to a view of Today's Daily Summary and listings at any time!
- Jump to Tomorrow
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Click the Tomorrow button to jump to the Daily Booking Summary and listings for Tomorrow.
- Jump Forward and Back
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You can jump back (<<) and forward (>>) to past and future dates.
- Select Start Date
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Alternatively, you can choose a specific start date by selecting the date from the drop-down calendar or entering the date directly into the field provided.
Filter by Date Type
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With the option to filter the Daily Booking Summary and listings displayed by Date Type, you can choose to display bookings that are Starting, Ending, or In Progress on the selected date. For example, you may only want to view listings that are Starting that day, in order to prepare for new arrivals.
Filter by Category
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Clicking on the arrow under the Category label opens a drop-down menu of available Categories. By default, All Categories are included in the Daily Booking Summary and displayed as listings.
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, then simply start entering the name of the Category within the search field above the open menu. The menu items are then limited to those values that start with the same letters. From there, you can easily select the desired Category!
Filter by Status
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Optionally, you can filter the Booking Daily List by one or more Statuses (Deposit, Paid, Canceled...). The data displayed within the Daily Booking Summary and the listings are then filtered accordingly.
Searching for the Status is a quick option if you are 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.
Filter by Keyword Search
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Search by key information to filter for select records. The following booking information is searchable...
- Booker (Customer) names
- Contact information including phone numbers and email addresses
- ID (Booking Code)
Expand or Collapse Content
Back to topSections and rows within the Booking Daily List can be independently expanded and collapsed to suit your needs.
- Expand or Collapse Select Categories
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Expand or collapse select Category sections via the arrow icon (>) displayed next to the Category name.
- Expand or Collapse All Item Rows for a Select Category
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Expand or collapse all Item rows within a select Category via the icon at the far right of the Category.
- Expand or Collapse Item Rows
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Expand or collapse select Item rows via the arrow icon (>) displayed next to the Item name.
Scroll to View Columns
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Depending on how many columns you have configured for the Booking Daily List, you may have to scroll to view all columns.
Share or Bookmark URL
Back to topYou can share a link to the Booking Daily List! Simply copy the URL from the Booking Daily List page browser address bar and paste the link into the desired communication channel. Clicking on the link will bring you to the Booking Daily List with any Date, Category, Status, Search, Item, or Time mode filters applied.
The Booking Daily List can also be bookmarked within your browser 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 and appropriate permissions to view the Booking Daily List. They will be prompted to log in if they are not already logged in when they click on the link.
Remember Filters
Back to topYou can configure your personal account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.
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Learn more about your Profile Filter settings here: |
< Booking Daily List: Introduction | Booking Daily List: Booking Information >