Fixes for the Daily List, Booking Calendar, and Exports

Daily List

  • Note fields now appear on all export types, no longer showing as blank.
  • The date has been added to the header for easy reference of which date was exported.
  • The Discount Code column has been restored and can be re-enabled via Edit Columns.
  • When exporting, booking statuses will show the full status name instead of just the ID.

Booking Calendar

  • Locale support has been added to date headers. For example, if using Month/Day instead of Day/Month formatting, the week and day view header now properly formats dates relative to your locale settings.
  • All bookings will now be displayed on the calendar if locale settings are set to a Monday start-of-week. Countries that observe Daylight Savings Time will no longer experience incorrect end-times/bookings not displaying.

Exports

  • All exports will now export dates and times using account locale settings.
  • 🆕 When exporting, there's a new option to export date and times following ISO time. This is an optional setting that exports date and time to a standard, computer-friendly format specifically used for re-importing data into third-party systems, such as a Business Intelligence tool.

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Booking Calendar and Daily List Improvements

Based on early feedback, we have made further improvements to the Daily List and new Booking Calendar!

Booking Calendar

  • Booking statuses are now more defined. The background color displays more prominently, matching the booking status color.

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  • On the Day view, the calendar now properly displays the time ledger instead of defaulting only to a list view.

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Daily List

  • In the Daily Booking Summary section the bar graph that provided a quick visual of inventory consumed has been brought back!

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Thank you to everyone submitting feedback in-app!

We're continuing to work on priority fixes related to the Daily List export, mobile view improvements, and text-wrapping for longer notes.

As a reminder, you can continue to submit feedback at any time using Give Feedback in-app or by getting in touch with Support.

Daily List Bug Fixes

Exporting Selected Bookings

  • When selecting certain bookings and making bulk updates, you can now also bulk export only select bookings instead of having to export all.

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Time Display Updates

  • The Start Time for bookings will now show the Booking's actual Start Time instead of erroneously displaying the current date.

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  • The time headers when viewing the Daily List by Time now respect locale settings, no longer always displaying in 24 hour time.

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Form Field and General Display Improvements

  • Custom booking fields such as First Name and Last Name will no longer appear as blank rows in Edit columns.
  • If using City as a custom booking field, the selected city will now appear on the Daily List instead of showing as a blank cell.
  • Form fields using ' in the name will no longer display random characters in the header column.
  • Viewing the Daily List on mobile will now be full-screen, optimizing for screen space.
  • If using pre-tax Discounts, the total item price will now properly be shown on the Daily List instead of the incorrect full item price.

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.