Changing the status of a booking

Learn how to change the status of a Customer booking, including sending notifications related to the status.

New to booking statuses? Read the first article in this series for an introduction to Booking Statuses.

Which plans include this feature?

Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Reports > Booking Index > Booking Details

What prerequisites are there?

Admin permissions or restricted permissions to Bookings.

Which Checkfront version supports this feature - classic, new, or both?

The Booking Status 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.

New to Checkfront - Products ✨

With our newest version of Checkfront, we have added products (Inventory > Products) as the successor to items (Inventory > Items).

Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.

Status Selection

When viewing an invoice, you see a coloured button depicting the current status of the booking.

Clicking on this button opens a dropdown menu of any other available status choices in your system.

Click on the status to which you want to update the booking.

Status Update

Next, a confirmation window appears with the option to email a notification to the Customer should a notification be enabled for the status you want to change to.

If you do not wish for the Customer to receive a notification of the change, then uncheck this option.

If you are applying the Paid status to the booking, then you also have the option to apply a POS payment.

When ready to proceed, click Update to finalize the status change.

Locked Statuses

If a status is locked, then any inventory on the invoice becomes unavailable for booking by anybody else.

This is perhaps standard practice for most Checkfront users. However, there may be configurations, such as with the Waiting status, where you don't want the inventory to be set aside. In a case like this, you can uncheck the status Lock option.

You can also create additional custom statuses for greater control.