Support Guide

Notes

    TABLE OF CONTENTS

  1. Date Filter
  2. Account
  3. Search Notes
  4. Export
Where do I access this in Checkfront?
Your booking notes are accessible via your main menu bar at Booking > Notes

 

Booking Notes

It may be necessary to take notes when a new booking is made, whether it’s in the backend or a customer booking through your website. Checkfront makes this easy with the system notes field that comes with the booking form.

Once created, the note can be found to the right of the invoice when viewing the booking. You can also add new notes from here.

 

Booking Notes Side

 

The report at Booking > Notes shows all the notes added to your bookings for the chosen timeframe.

 

Booking Notes

 
 

Date Filter

To select your timeframe, click on the Date button.

From the drop-down menu, you can choose from a variety of pre-defined date ranges. Or, you can select the Custom option, which will generate 2 new buttons to the right – one for the start date and one for the end date. Click on these to open up the calendar. You will see two months side-by-side. Use the small black arrows to navigate back and forth between the months.
 

Booking Notes Date Selector

 

Account

Next to the date button is a button labelled Account. Clicking here will open a dropdown menu which allows you to view notes of a particular staff member only.
 

Booking Notes Account

 

Search Notes

Next to the Account button is a Search field. To find a specific note, or series of notes containing a certain keyword(s), enter the search term in this field and press ‘enter’. Any positive results will be displayed below.
 

Booking Notes Search

 

Export

You can export a report from your notes page using the link in the top right corner.
 

Booking Notes Export

 
You are able to enter a name for the report and choose the output format. Current formats include:

•  MS Excel
• CSV
• PDF
• XML

The report can be saved to your computer, an email or Google Drive.