Improved Daily List

With the upcoming sunset of the Daily Summary as of October 1st, we've updated the Daily List and added new functionality based on recent feedback. This includes filter and search improvements, a new Daily Summary section, and improved bulk actions.

The improved Daily List will be rolled out to accounts over the next few days.

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Overview of what's new

The new Daily List has new filters for more robust searching. You can now search by Booking Status and use the on-page Search to quickly find specific bookings. The following are searchable:

  • Booker Name
  • Phone Number
  • Email
  • Booking Code
  • Any column added and visible on the page, including notes, parameters, and custom form fields

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The Daily List now supports updating the Booking Status on-page, displays check-in and out times by adding the Check In and Check Out columns via Edit Columns, and has Expand and Collapse all within a category for quick collapsing of specific items and times.

Daily Booking Summary

The new Daily Booking Summary provides a snapshot of consumed inventory for the day, breakdown of revenue per-item, and more.

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Bulk Updates

We’ve made it easier to enter bulk actions and understand what's changing. Click on any individual booking row to select a particular booking, or select the checkbox on the item row to bulk-select all bookings in that section. Previously, bookings had to be individually selected.

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Share your feedback!

Use the Give feedback option to let us know what you love or what you'd like to see improved. You can submit as much feedback as you like, at any time.

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New Booking Calendar Experience

Over the next week, we'll be enabling early access to a new Booking Calendar experience! On the Month, Week, and Day view, an on-page banner will be available once early access has reached your account to enable the new experience.

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Overview of what's new

  • A fresh modern look
  • A more performant experience, meaning less waiting times when loading
  • View the calendar by guest name or by the items reserved on a booking
  • More robust filters, including by category, item, booking source, status, and custom search
  • View bookings in a list format in the Week and Day views to review busier days of the week
  • A new booking side panel makes it quick to scan all bookings for a day and supports check-in/out and status changes
  • And much more!

Review the documentation in our Knowledge Base

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Early Access? This is new! Tell me more…

We've been busily working to refresh and modernize the product. We received feedback that these changes were loved, but many customers wanted more time to explore what's new, train Staff, and offer feedback before making that change permanent.

Thank you for sharing your feedback with us! As a result, we are rolling out our next series of improvements to our calendars through Early Access. These releases will now come with a temporary, optional opt-in while we explore how these improvements help your business.

How to share your feedback

Once you've enabled the new experience, a Share Feedback option will be available to send the Product team feedback on what you love and would like to see improved.

Your feedback will help shape what comes up next for our calendars. You can submit as much feedback as you'd like, at any time.

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We look forward to hearing from you 🎉

Recently released improvements

Daily Manifest

  • We fixed a bug that prevented an export on the Daily Manifest when viewing 'today's date.'
  • When using only First Name or Full Name booking form fields, null will no longer display at the end of a customer's name on the Daily Manifest.
  • Parameters with numbers or _s in them will now properly display when toggled on via Edit columns on the Daily Manifest.

Permissions and User Accounts

  • Admins can now set permissions for simple, gift certificate, and in-package only items for restricted Staff accounts.

Reports

  • The Occupancy report export is no longer missing for Staff accounts with export permissions.
  • All reports will now only display the export button if an account has permissions to export data.
  • Currencies that use commas are now supported and no longer break report formatting.
  • The loading time of the Sales Report has been improved to boost performance and reduce loading errors.
  • Inclusive tax properly displays on the Booking Index instead of showing blank for currencies that use commas.
  • The Booking Volume report chart no longer counts voided bookings.

Other

  • Customer/Guest addresses that include numbers will now properly display on the customer map pop-up.
  • Updating items and categories names with non-roman characters no longer cause saving errors.
  • The global search now displays the most recent booking when multiple booking results match and loads results much faster!

A new in-app search!

A new global search makes it easier to find bookings, guests, navigate pages, and pick-up where you recently left off.

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Here's an overview of what's new

  • The search now displays what the result relates to, and where it links so that you can quickly find what you're looking for. As an example, searching a booking code will show who made the booking and link to that booking's invoice.
  • The following are now searchable:
    • Invoice notes
    • All non-archived booking form fields
    • All guest form fields and guest details (if using Guest Forms)
    • Booker names, emails, phone numbers, and fields (such as address)
    • Pages for quick-access
  • Keyboard shortcuts make it easy to activate and navigate search results. Use / to trigger the search anywhere in-app, the up and down arrow keys to browse the search results, and enter to be taken directly to the selected search.
  • The last ten successful searches clicked will re-appear the next time you search for quick access to previously viewed bookings or guests

Get in touch if you have questions or have suggestions on other information we can make searchable!

Gift Certificate, Report, and Daily Manifest Improvements

We've released a few improvements to reports, gift certificates, and more. Here's a round-up of what's new:

Gift Certificates

You can now configure Gift Certificate Items to allow customers to purchase a custom amount within a set price range instead of just a specific amount.

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Reports Improvements

We've been rolling out changes to give Checkfront a more modern look and feel for our reports. These improvements have officially launched for all accounts!

  • Each report has a modernized new look
  • The Reports navigation now shows the six most-used booking and revenue reports, nesting other less-common reports under Other Reports
  • Some reports have a new name to indicate better what data they show, which includes:
    • Traffic is now Booking Traffic
    • Sales is now Booking Sales
    • Volume is now Booking Volume
    • Activity Log is now Account Activity
    • Promotions is now Active Discounts
    • Vouchers is now Promotions
    • Allocation & Occupancy is now Occupancy

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Other fixes

  • We've improved the user account management page for Admins, making it easier to review all active staff and partner accounts, see the number of seats left on your plan, and better manage permissions. Learn more
  • The Daily Manifest export will now always show the Booking Code first, along with the Booker Name and email, and Activity name
  • The Bookmarks and Items pages got refreshed to be more consistent with other new pages
  • Calendar icons are no longer misaligned on date-picker filters

Export, search, and filter the Daily Manifest

The Daily Manifest can now be exported to .xlsx, .csv, or xml. Download guest, document, and booking data related to the day being viewed.

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Customize the export to include only visible data on the page based on the columns displayed or export all guest/booking data form fields using the export column options.

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You can also search the Daily Manifest to find bookings more easily on a specific day. The following are now searchable on the page:

  • Booker and guest names
  • Emails
  • Phone numbers
  • Booking codes
  • All guest and/or booking form fields

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Lastly, you can now hide canceled bookings from view.

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Round-up of recently released improvements

The Daily Manifest

  • We've polished the header on smaller devices, and filters now stack to prevent side-scrolling, making for a clean mobile experience.
  • You can now customize which bookings appear based on their status with the new status filter.

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Updated Ecommerce Setup Pages

We've refreshed the ecommerce setup pages with a new layout and modern interface. Use the search to easily find new providers and navigate to Active Providers section to better manage connections to third-party providers.

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The Dashboard

  • All report widgets now show the current month's partial data if selected in the date filter.
  • The Booking widget shows bookings starting at midnight under Today.
  • The Booking Log widget now displays currency symbols based on the geo selected account settings.
  • All widgets now scroll if the content expands beyond the widget's size.
  • Customer and item names have been added as a column to the Booking Log widget for related booking activity changes and can be also be hidden using Edit Columns.

Introducing, the Daily Manifest!

Grouped by activity and start time of upcoming bookings, the Daily Manifest provides an actionable booking management view to help you plan for the day ahead.

Easily follow-up with guests who haven't signed waivers, check them in with a single click, see which bookings still require payment, and much more!

Here are the highlights of what's new:

  • The Booking Index is now nested under Reports
  • Check bookings in or out in any order based on how you manage your resources for both bookings and guests (if using Guest Forms)
  • Quickly jump to the next day of bookings using the fast-forward icon next to the date picker
  • Change what booking form fields are visible by using the edit columns icon next to the expand rows option
  • Get a quick daily summary of all bookings, revenues, and guests for the day using the insights icon in the header
  • Roll-up information per activity shows a snapshot of how many bookings and guests will be arriving next
  • Export or print the Daily Manifest for those who may not be able to access it online

Visit the Daily Manifest under Booking in the navigation, or review the support documentation to learn more.

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A note on upcoming improvements

This is just the beginning of what's new on the Daily Manifest! Here are some improvements we will be adding over the next few weeks:

  • A booking status filter
  • Adding search to make it easier to find bookings using keywords
  • The ability to filter by bookings ending and in-progress
  • Improved export to CSV/XLSX to show all booking and guest information (including all custom fields)
  • Polish for the mobile experience, hiding guest counts if you're not using Guest Forms, and improving the PDF print view

And much more! Don't hesitate to send us an email with questions.

Updated dashboard experience

We've refreshed the dashboard, giving it a modern interface and new functionality to make it easier for you to manage your bookings.

Here are the highlights of what's new:

  • There's no longer a maximum limit for the number of widgets you can have displayed.
  • You can now resize each widget to show more details. Click-and-drag the arrow in the bottom-right corner of each widget to customize the size.
  • The Booking widget now supports checking bookings in-and-out and updating statuses with a single click. Use the new columns icon on the top-right of the widget to add check in/out to the widget.
  • New date pickers appear on each widget to make it easier to find booking information by date.
  • New filters offer personalized reporting views. Filter by partners on the Commissions widget and drill down by category on the Bookings by Item & Category and Bookings by Month widgets.

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Improved booking page settings

When customizing booking page layout options, you can now select to show unavailable/sold out items while also listing out, or advancing to, upcoming availability.

To make adjustments to how your booking page configuration functions, head to Manage > Layout and navigate to the Booking Page tab where you can customize the Show and Upcoming settings.

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