Navigating and filtering the Daily Manifest

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Learn how to navigate, filter, search, share, and bookmark the Daily Manifest, as well as, how to include cancelled bookings and save filters.

New to the Daily Manifest? Read the first article in this series for an introduction to the Daily Manifest.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Booking > Daily Manifest

What more do I need to use this feature?

• Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
• Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
• The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
  
  

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

 

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The Daily Manifest provides a table view of bookings daily. By default, bookings display for today. 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?!

You can also 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, you cannot 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.

You can also filter for those bookings in progress or ending on the day viewed (ending on the date in focus).

 

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Bookings displayed can be further filtered by Time. This option limits the bookings displayed to those with a matching start time, considering any other category and item/product filters you may have applied.

 

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 Select under the category label opens a dropdown 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 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 filter the Daily Manifest for one or more items/products. Click Select under the item/product label to open the item/product dropdown menu and the list of available inventory items/products displays.

This filter can be used together with the category filter. If one or more categories are selected, then the item/product list is restricted to those available for the selected category or categories.

As with the Category filter, you can type in the name of the item/product you are looking for, and the list is then limited to those items/products that match your entry. This is a useful option for those who have long lists of inventory!

 

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You can filter the Daily Manifest by one or more statuses (Deposit, Paid, Canceled...). The bookings displayed are then filtered to match your selections.

Searching for the status is a quick option if 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, Cancelled bookings are included within the Daily Manifest, so that you and your Staff have a true picture of what the day entails. Don't need to view Cancelled bookings? Simply open the More menu and choose to hide Cancelled bookings from view!

If assigning assets in the Daily Manifest when using products, another available menu option is to hide Completed assignments. 

 

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There are two ways to expand or collapse the bookings to reveal or hide the Guest List. The booking rows are collapsed by default, and Guest List is hidden.

To the far right of the time, category, and item/product filters is an option to Expand or Collapse all rows.

You can also expand or collapse a listing separately 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! 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/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.

To access the linked content, recipients of shared links need to have Staff account access to view the Daily Manifest. When clicking the link, Staff are prompted to log in if they are not already logged in. Happy sharing!

 

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

Learn more about your Profile Filter settings here: Managing your Admin, Staff, or Partner account profile

 

 

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< Introduction to the Daily Manifest    |     Working with booking information from the Daily Manifest >

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