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Viewing your imported bookings

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Locate: Reports > Booking Index
 Prerequisites: 

  • Admin permissions or restricted permissions to View all reports or the Booking Index.
  • The Import Bookings 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.

 

Products

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 contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

In this article, we look at how to find and view your imported bookings.

New to importing bookings and what is required? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Booking Import feature.

 

Viewing the Bookings

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Import Results

After the import, you are automatically taken back to the Booking Index (Reports > Booking Index), where you see the bookings you just added. For the sake of this demonstration, we simply imported one booking.

Click on the Booking ID to view the full details and make sure the data is imported correctly.  

 

Note

Note that if the imported booking dates are outside of the default Next 30 days filter in the Booking Index, then you have to adjust the report start and end dates accordingly to see your imported bookings.

 

Note

From the Booking Invoice, notice that the correct booking status is automatically applied to the booking. For example, if the system recognizes that a partial payment has been applied, then the Deposit status is assigned.

 

 

Limitations

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There are a few limitations when it comes to importing bookings from an external source:

  • The system works best if you are importing bookings that contain only one item/product.

    However, if the booking contains multiple items or products, then the start/end dates apply to all items/products and the item/product price is applied to the first item/product only.

    To fix this, you need to go into the invoice after import and manually edit each item/product to change its start/end dates and price, if necessary.

  • Any rules you define in your system are overridden by the import.

    For example, if you select a start day of Saturday for your bookings, but you import an item or product with a start day of Friday, then this is allowed.

    Also, the import does not take into account booking numbers.

  • If an item/product is sold out on a particular day, then you are still able to import new bookings for that item/product on that same day, essentially creating an overbooking situation.

  • Lastly, if the Guest Form feature is enabled, then Guest data is not included when you import bookings, as only Primary Booker data is included with the initial import. However, the Primary Booker can share the Guest Details link from their invoice with Participants, so they can fill out the missing details.

 

 

< Import Bookings: Field Mapping

 

 

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