Bookings List: Difference between revisions
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<div class="heading">Bookings List</div> | <div class="heading">Bookings List</div> | ||
This page is about the menu BOOKINGS > LIST | This page is about the menu BOOKINGS > LIST | ||
=Select Properties= | =Select Properties= | ||
By default the last property you have checked will be the property in the list. | By default the last property you have checked will be the property in the list. | ||
Click on the Property list to select/deselect the properties. | Click on the Property list to select/deselect the properties. | ||
Click "Apply" to save the changes. | |||
=Set Date Range= | =Set Date Range= | ||
Select the first date for the booking list, then select the period from the drop down list. | Select the first date for the booking list, then select the period from the drop down list. | ||
Click "Apply" to save the changes. | |||
=Perform Bulk Action= | |||
You can modify multiple bookings in one go: | |||
#Tick the bookings you want to modify in the left column | |||
#Scroll to the end of the list | |||
#Select the action you want to perform | |||
#Click on the "Bulk Action" button | |||
=Customize= | =Customize= | ||
==Columns== | ==Columns== | ||
To add/remove columns from the view, click on "View" then Columns, tick/untick the columns for your view. | |||
To | To reorder the columns, scroll to the column and then drag to the left or right to reposition in your list. | ||
To | To see a list of Archived bookings, include column 'Invoice' this gives a print invoice button for bookings and a download a csv file with the invoice data for archived. | ||
Add/remove the columns for your view then reorder the columns, if you change the columns, then you will need to reorder the columns again. | Add/remove the columns for your view then reorder the columns, if you change the columns, then you will need to reorder the columns again. | ||
==Date Type== | ==Date Type== | ||
To order the data based on the Date type, from the View, scroll down to Date Type and select from the options, Check in, Check out, Booking date or staying. | To order the data based on the Date type, from the "View", scroll down to Date Type and select from the options, Check in, Check out, Booking date or staying. | ||
==Booking Status== | ==Booking Status== | ||
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Views can also be changed or deleted. "Reset" will restore the default. These options are available when you click on the {{#fas:table}} views button. | Views can also be changed or deleted. "Reset" will restore the default. These options are available when you click on the {{#fas:table}} views button. | ||
Click "Apply" to save the changes. | |||
To include 'Archived' bookings in the list, select column 'Invoice', this gives a print invoice button for bookings and a download to CSV file with the invoice data for archived bookings | |||
=Export data= | |||
Select the data/columns in the view then click on one of the Export icons to export the data to your device. | |||
*Copy - to your clipboard | |||
*Excel, CSV, PDF, will create files on your device. | |||
To include 'Archived' bookings in the list, then select column 'Invoice', this gives a print invoice button for bookings and a download to CSV file with the invoice data for archived bookings | |||