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?
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Changing the status of a bookingBack to top
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.
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.
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.
Learn more about setting up Email Notifications here: