Introduction to the Booking Index
Learn more about the Booking Index, including how to add new bookings
Kevin Penner
Last Update 9 bulan yang lalu
The Booking Index is your central hub for reporting and managing booking data. You can quickly generate a report customized to your needs using the filters at the top of the page.
This series of articles covers all aspects of the Booking Index, including adding, and filtering.
Learn more about your reporting options here:
To start a new booking, click the New Booking button at the top-right of the page. This takes you to the Admin/Staff view of the booking pages.
Learn more about creating a Staff-side booking here:
Default booking information
By default, the following booking information displays.
Created
The date and time the booking was created. The Booking Index is sorted by Created date, with the oldest records showing first (ascending) by default.
Event
The name assigned by the booking by the customer or booking template. Clicking on the Event name opens the Customer Dashboard.
The Booking ID and name of the product booked. Clicking on the Booking ID opens the Booking Invoice.
Customer Name
The Name of the customer that owns the booking.
Start Date
The start date of the booking, including the start time, where applicable.
End Date
The end date of the booking, including the end time, where applicable.
Status
The status of the booking. This dynamically updates, for example, if the Amount Due is Paid. Admin and Staff users can also manually change the status as needed.
Learn more about Booking Statuses and Notifications triggered by Booking Status changes here:
Total
The total amount of the booking.
Customer Email
The Email address of the customer that owns the booking.
Customer Phone
The Phone number of the customer that owns the booking.
Customer Address
The Address of the customer that owns the booking.
Customer Company
The Company of the customer that owns the booking.
Updated
The date and time the booking was last updated.
Data columns can be sorted in ascending or descending order to help you isolate records, such as those processed through third-party providers.
Using the Date filter you can view results by date range - All, Today, Yesterday, Last week, Last 7 days, Last month, Last 30 days, All - past, Tomorrow, This week, This month, Next 7 days, Next 30 days, or All - upcoming bookings.
You can also filter by Custom dates, with the option to select a specific start and end date for the report.
Select All dates to view all bookings in the system, limit it to All - past bookings if you are looking for all historical bookings, or limit it to All - upcoming bookings to see what's coming up.
By default, the Booking Index displays bookings for the Next 30 days.
Filtering by category
The Category filter allows you to display bookings with a specific category (or categories). Open the menu to select one or more categories to report on.
A Search field within the filter allows you to enter the category's name (or a few letters) to help you find that elusive category.
You can clear your choice by clicking on the X next to the category list.
Learn more about product categories here:
The Status filter allows you to display bookings with a specific status (or statuses). Potential statuses include Pending, Deposit, Paid, Quote, Draft, Archived, and other integration-specific or custom statuses, depending on your configuration and booking history.
Open the menu to select one or more statuses to report on.
Search by the status's name (or a few letters) to isolate the status(es) you need.
You can clear your choice by clicking the X next to the list of selected statuses.
Do you need to find an incomplete booking? You can filter the Booking Index by Status to view all your Archived and Draft bookings.
Learn more about Booking Statuses here:
Filtering by keyword search
Search the Booking Index by keyword, including Booker Name, Booking ID, Email address, and more.
This search considers filters applied, so if you don't find the results you are looking for, try removing filters.