Daily Manifest: Navigation and Filters

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Locate: Booking > Daily Manifest
Prerequisites:

• Admin permissions or restricted permissions to View all reports (or Daily Manifest).
• The Guest Form (Manage > Integrations > Guest Management) integration is required if you would like to collect and include Guest information within your Daily Manifest.
• Subscription to a plan that includes Waivers, if needed.
• The Daily Manifest 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).

 

In this article, we review how to navigate and filter bookings within the Daily Manifest including how to gain Insights into your daily bookings, jump to dates with bookings and filter the Daily Manifest by Start Time, Category, Status, Item or Product, and keyword Search.

New to the Daily Manifest? Be sure to read the first article in this series for an introduction to the Daily Manifest!

 

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The Daily Manifest provides a table view of bookings on a daily basis. By default, bookings for Today display. You can jump back (<<) and forward (>>) to dates with bookings or easily view the next day's bookings by clicking the Tomorrow button. Click Today to return to Today's booking view at any time. Who knew time travel is now possible?!

Alternatively, you can choose a specific date by selecting the date from the calendar or entering the date directly into the field provided.

As the Daily Manifest is a daily view of bookings, it is not possible to view bookings based on a date range.

 

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By default, the Daily Manifest displays bookings Starting on the date in focus. These are any offerings that start on the day being viewed.

Alternatively, you can filter for those bookings In Progress or ending on the day being viewed (Ending on the date in focus).

 

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Bookings displayed can be further filtered by Time. Selecting this option limits the bookings displayed to those with a matching Start Time, taking into consideration any other Category and Item or Product filters you may have applied.

 

Manually deleting the value in the Time field clears any Time criteria applied and returns the filter to the default value.

 

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Clicking on Select under the Category label opens a drop-down menu of available inventory Categories.

Select one or more Categories from the list to filter out bookings from the other Categories, leaving a view of the items or products booked from your chosen Categories.

If you have a long list of Categories, then simply start entering the name of the Category and the list is then limited to those that start with the same letters. From there, you can easily select the Category!

 

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You can also filter the Daily Manifest for one or more Items or Products. Simply click Select under the Item or Product label to open the Item or Product drop-down menu and the list of available inventory Items or Products displays.

This filter can be used independently or in tandem with the Category filter. If one or more Categories are selected, then the Item or Product list is restricted to those available for the selected Category or Categories.

As with the Category filter, you can also type in the name of the Item or Product you are looking for and the list is then limited to those Items or Products that match your entry. This is a convenient option for those who have long lists of inventory!

 

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Optionally, you can filter the Daily Manifest by one or more Statuses (Deposit, Paid, Canceled...). The bookings displayed are then filtered accordingly.

Searching for the Status is a quick option if you are faced with a long list of filter options! Simply start entering the name of the Status in the input field at the top of the list.

 

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Search bookings for the day being viewed. The following fields can be searched...

• Guest or Booker First Name
• Guest or Booker Last Name
• Guest or Booker Phone Number
• Guest or Booker Email
• Booking ID
• ...and custom fields!

 

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By default, Canceled bookings are included within the Daily Manifest, so that you and your Staff have a true picture of what the day entails. Don't have a need to view Canceled bookings? Simply open the More menu and choose to Hide Canceled bookings from view!

 

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There are two ways to Expand or Collapse the bookings to reveal or hide the Guest List. By default, the booking rows are collapsed and Guest List hidden.

To the far right of the Time, Category, and Item or Product filters is an option to Expand or Collapse all rows.

Alternatively, you can Expand or Collapse a listing independently by clicking on the down arrow (v) to the left of the Booking Code.

 

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You can share a link to the Daily Manifest! Simply copy the URL from the Daily Manifest page browser address bar and paste the link into the desired communication channel. Clicking on the link brings you to the Daily Manifest with any Date, Start Time, Category, Item or Product, Status, Search, and Canceled bookings filters applied.

The Daily Manifest page can also be bookmarked within your browser so that you can quickly and easily return to your preferred view.

In order to access the linked content, recipients of shared links need to have Staff account access to view the Daily Manifest. They are prompted to log in if they are not already logged in when they click on the link. Happy sharing!

 

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You can configure your personal account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.

Learn more about your Profile Filter settings here: Accounts: Profile

 

 

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< Daily Agenda: Introduction    |     Daily Agenda: Booking Information >

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