All of your bookings can be found in your Bookings List which is accessed through the Search Bookings option under the Bookings section in your menu.



Overview



Bookings in this section are listed with the most recently made at the top. 




Some Useful Tips:

If anything is in red, it means that there is a link to open a new screen.

For example:
  • If you click on the booking number, it opens the booking.

  • If you click on the Guest name, it will open that customer's database (if the guest name isn't red then that customer is not saved in your database).

If you want to open the other screen in a new tab (so that you can switch back to your bookings list), just right click your mouse and select the 'Open in new tab' option.


  • If a customer has notes or alerts in their database, it is shown by the warning sign as shown in the above screenshot, if you hover over it, you'll see what the alert/note is.



You can adjust your Screen Options to set what details are shown about each booking and your preferences for the general search for your bookings:


Bookings Columns (Booking, Guest & Finance): any boxes ticked here will show the details on bookings whenever you go into the Bookings list.  

Default Search Fields: Here you can select the fields you want to include in a bookings search. This allows you to enter what you want to search by in the search field and adds a column to your bookings list with any applicable information.

Click Save on any changes you make.



Filter Bookings


Using the Search Filter is an easy way to find bookings on select dates, cancelled bookings, bookings made by a certain staff members, etc. 

In the example below, we want a list of all cancelled bookings in the system:


Click on Filter

Select Status

Choose which cancelled booking types you want to include

Click Search





Video