Bookings List: Difference between revisions

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Lesley (talk | contribs)
 
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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=
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.


=Summary =
Click "Apply" to save the changes.
<div class="summarybox">
Summary
</div>


=Limitations=
=Set Date Range=


Adding and removing columns from the list, will reset the order of the columns. Ensure you add/remove the columns before re-ordering the columns.
Select the first date for the booking list, then select the period from the drop down list.


=Select Properties=
Click "Apply" to save the changes.


=Set Date Range=
=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==
To add/remove columns from the view, click on "View" then Columns, tick/untick the columns for your view.
To reorder the columns, scroll to the column and then drag to the left or right to reposition in your list.
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.


==Columns==
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.
Drag and Drop


==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.


==Booking Status==
==Booking Status==
Select the Booking status to be included in the list/view.


=Views=
=Views=
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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