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. | ||
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Click "Apply" to save the changes. | 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 " | 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 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. | |||
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. | ||
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Click "Apply" to save the changes. | 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= | =Export data= | ||
Select the data/columns in the view then click on one of the Export icons to export the data to your device. | |||
Select the data in the view then click on one of the Export icons to export the data to your device. | |||
*Copy - to your clipboard | *Copy - to your clipboard | ||
*Excel, CSV, PDF, will create files on your device. | *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 | |||
Latest revision as of 08:18, 6 August 2025
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.
Click "Apply" to save the changes.
Set Date Range
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
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.
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
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
Select the Booking status to be included in the list/view.
Views
You can save multiple views so you can access them later via the "Views" Button.
Under "Views" you can save your customization so you can use them later.
Views can also be changed or deleted. "Reset" will restore the default. These options are available when you click on the 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