Are You Taking Advantage of Checkfront’s Daily Summary?September 11, 2014, Mia Steinberg
One of our favourite features of Checkfront is the Daily Summary, which lets you see a detailed overview of your bookings and organize them in a variety of ways. When it comes to streamlining your business, it’s one of the best tools at your disposal.
The Daily Summary is accessed in the Booking drop-down menu on the Checkfront dashboard. At the top of the page is a summary of the items that have been booked for the day, how many customers you’ll be seeing, the amount of money you’re collecting (if applicable), and a green bar which gives a visual representation of the availability of each item—great for tracking how tours are filling up. Beneath that day-by-day report is another table, and this is where the true power of the Daily Summary can be seen. There are two aspects to this handy little tool: the report generator, and the batch update feature.
Organize Your Bookings Like a Pro
Checkfront allows you to create custom statuses, notifications, and booking fields, and the Daily Summary is where that information comes together. Using the lower table, you can organize and sort your bookings by whatever criteria you wish, and generate exportable reports based on that data. You can do this by clicking the ‘Columns’ tab on the right-hand side of the page, and selecting whichever field or combination of fields you need.
As an example, let’s look at a food tour that has included a section in the booking form asking about food allergies. The owner can create a report of the day’s customers, including the allergy information, and can export it for the tour guide to take with them for the day. Alternatively, they can make a separate report with just the customers who have allergies, to make sure it’s not overlooked. In general, if you have a parameter set then you can sort the day’s customers by that parameter with the Daily Summary report. Checkfront will even organize the results into a report that you can flip through like a booklet.
Batch Updates and Custom Notifications
On the left side of the Daily Summary page is a small icon that takes you to the batch update option. This is one of Checkfront’s most powerful features, giving you the ability to make bulk changes to certain aspects of your bookings and automate several of your communications. In order to use the Batch Update feature, you must select at least one booking from the list/report. Once you have, a pop-up window gives you several different options that, if selected, will apply to all of the bookings you’ve checked off. Accommodation owners can mark a big party of customers as checked in or out, without having to slow them down by confirming each customer one by one. You can print the invoices for the entire batch of customers, which is very handy when your accountant needs hard copies.
Adding notes to a batch of bookings is a great way to keep things organized. Going back to the food tour example from above, the owner can select all of the customers with nut allergies (for instance) and add a note to the tour guide advising them that one of the restaurants on the tour uses peanut sauce in one of their dishes. Very handy to keep all staff up to date on vital information!
But one of the greatest features of the Daily Summary page is the “Update Status” option. Checkfront has a few default booking statuses—Pending, Reserved, Paid, Cancelled, etc—but you can also add your own by going to Manage – Layout section in the dashboard. With the batch update function, you have the power to make sweeping changes as necessary and keep everyone up to date on what has happened.
Let’s look at a boat tour for this example; those tours are often dependant on the weather conditions, and may be cancelled if the sea is too rough. The company owner can create a custom status that denotes cancellation due to “Weather Conditions”, and if a tour cannot go out they can select all the customers and change their status. By combining this update feature with our custom notification options, you can trigger specific emails to go out to your customers, your staff, or both, depending on the circumstances. A “Weather Conditions” status change could automatically send an email to affected customers. The food tour operator can take all customers with allergies and mark them with a special status, which sends out an email informing them of the ingredients they’ll be encountering.
The Daily Summary page, in short, consolidates all the information you need into one, so that you can use it as you need. It’s one of Checkfront’s most powerful features, and with these tips and tricks up your sleeve it’ll hopefully come in handy for you.
For more information, see our help page on the Daily Summary: https://www.checkfront.com/support/booking/daily-summary
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