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Working with custom booking statuses

Learn how a custom Booking Status works and how it can be helpful for Customer bookings.

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?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

Manage > Layout > Booking Statuses

What prerequisites are there?

  • Admin permissions to manage your account.

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.

 

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).

 

Custom booking status overview

Back to top

Checkfront provides you with the ability to create your own statuses as well as customize system statuses to further adapt the system to your own business requirements. Some of you may never use custom statuses, whereas some of you may create multiple ones.

To arrive at the status page, visit the Statuses tab (Manage > Layout > Statuses).

 

Custom Status

Looking at the example above, you see a custom, unlocked status labelled Reschedule. This is ideal for a Customer that wishes to change their booking, but doesn't want to fully cancel and is yet to decide on a new date.

Since the status Lock is unchecked, selecting this status returns the booked items or products to inventory, so they may be enjoyed by somebody else while leaving the booking in a "pending" state.

You can search for the status in your Booking Index to quickly see which bookings still need to be rescheduled and no refunds need to be made to the Customer.

 

Learn More

Learn more about sorting and viewing bookings from the Booking Index report here:

 

In the next article within this series, we walk through creating your own, custom booking status.

 

 

< Changing the status of a booking    |     Creating a new booking status >

 

 

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