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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.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Reports > Booking Index > Booking Details

What more do I need to use this feature?

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

  • This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

 

Changing the status of a booking

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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.

 

Alert

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.

 

Customer Directory & Locked Statuses

If a new Customer creates a booking and the booking status is not locked, the new Customer is not added to your Customer Directory.

 

Alert

Choosing not to send an email notification for a booking status change prevents only instant notifications attached to that status from being sent at that time. Any scheduled notifications continue to be sent as planned.

 

Learn More

Learn more about setting up Email Notifications here:

 

 

< Understanding Booking Status types     |     Working with custom Booking Statuses >

 

 

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