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 plan do you need to use this feature?

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 ✨

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).

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 status choices you have available in your system.

Simply click on the status to which you would like to update the booking.

Status Update

Next, you see a confirmation window appear 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 simply 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.