The Bookings page is your central command center for managing every reservation across your business. It displays all bookings in a sortable, filterable data grid with server-side pagination, inline status editing, order grouping, and quick actions for rescheduling.
Bookings data grid
The grid displays one row per booking. When a customer places a multi-item order, those items are grouped under a collapsible parent row showing the order ID and total item count. Click the expand arrow to reveal individual line items within the order.
Columns
| Column | Description |
|---|---|
| Booking ID | Unique identifier. Clicking it navigates to the booking detail page. Multi-item orders display a cart icon and an item count chip. |
| Inventory Name | The asset type name, or the assigned asset nickname if an asset has been assigned |
| Quantity | Number of units reserved |
| Assignment | Staff member assigned to this booking |
| Price | Total price for the booking |
| Outstanding | Remaining balance owed. Shows $0.00 in green when fully paid, or the amount in red. A green checkmark appears if an auto-charge is scheduled; a warning icon appears if auto-charge has failed. |
| First Name | Customer first name (sortable) |
| Last Name | Customer last name (sortable) |
| Phone Number | Customer phone number |
| Start Date | Reservation start date and time, formatted for the location's timezone and date format |
| Booking Date | When the reservation was originally placed |
| Status | Current pipeline stage, displayed as a clickable colored chip |
Additional columns are available through the column visibility menu:
| Column | Description |
|---|---|
| Customer email address | |
| End Date | Reservation end date and time |
| Subtotal | Pre-tax subtotal |
| Tax | Tax amount |
| Deposit | Deposit amount collected |
| Fees | Total fee amount |
| Discount | Total discount applied |
| Promo Code | Gift card or promo code used |
| Affiliate | Affiliate source for the booking |
| Type | Booking type (hourly, daily, multi-day, etc.) |
| Documents | Upload status chip for required documents (insurance, ownership proof). Shows a fraction like 1/2 with color indicating completeness. |
Searching and filtering
Quick search
Use the search bar at the top of the grid to filter across all visible fields. Results update as you type.
Advanced filters
Click the filter bar to add structured filters. Each filter consists of a field, operator, and value. Available filters:
| Filter | What you can search by |
|---|---|
| First Name | Customer first name |
| Last Name | Customer last name |
| Booking ID | Exact or partial booking ID |
| Inventory Name | Asset type or name |
| Price | Total price with comparison operators |
| Quantity | Number of units |
| Phone Number | Customer phone |
| Customer email | |
| Start Date | Reservation date range |
| Booking Date | Date the booking was placed |
| Promo Code | Gift card or promo code |
| Affiliate | Affiliate source |
| Discount Amount | Discount value |
| Booking Type | Type (hourly, daily, etc.) |
Multiple filters can be combined and are applied server-side for accurate results across all data.
Status quick filter
A row of colored status chips appears above the grid. Click any chip to instantly filter the grid to that pipeline stage -- for example, Booked, Check In, On Lake, Returned, Complete, Cancelled, or No Show. Click the chip again to clear the filter.
Saved views
Save your current combination of filters and column visibility as a named view for quick access.
- Set up the filters and column arrangement you want.
- Open the Saved Views dropdown.
- Click Save Current View and enter a name.
- To restore a saved view later, select it from the dropdown.
- To remove a saved view, click the delete icon next to its name.
Saved views are stored on your user profile and persist across sessions and devices.
Changing booking status
Click any status chip in the grid to open a dropdown of all available pipeline stages. Select a new status to update the booking immediately.
If the booking belongs to a multi-item order and you update the parent row, all items in the order are updated together via a batch status change.
The pipeline stages are configurable per location. If your location uses a custom pipeline, the dropdown reflects your custom stage names and colors. The default pipeline stages are:
| Stage | Description |
|---|---|
| Booked | Reservation confirmed |
| Check In | Customer has arrived |
| Rundown Ready | Boat rundown can begin |
| Rundown In Progress | Staff is conducting the safety rundown |
| On Lake | Customer is actively on the water |
| Returned | Equipment has been returned |
| Check Out | Final checkout processing |
Terminal statuses (Complete, No Show, Cancelled, Preauth Held) appear at the bottom of the dropdown.
If a stage has unmet requirements (such as waiver not signed or deposit not collected), a confirmation dialog appears listing the missing items. You can override and proceed or cancel the status change.
Order grouping
Bookings that belong to the same order are automatically grouped. The parent row shows:
- A cart icon and item count chip (e.g., "3 items")
- The order ID (click to navigate to the order detail page)
- Combined pricing from the order
- The order-level status
Click the expand arrow on the parent row to see each individual booking line item indented beneath it. Child rows display in a subdued style with their own inventory name, status, and pricing.
Date navigation
Use the controls in the header to navigate through dates:
- Left / Right arrows to move one day forward or back
- Today button to jump to the current date
- Date picker icon to jump to any specific date
Quick reschedule
Use the context menu on a booking row to open the Quick Reschedule dialog. This lets you change the start date and time without opening the full booking detail page. The customer can be notified automatically of the change.
Pagination
The grid uses server-side pagination. Navigate between pages using the controls at the bottom. As you move to later pages, additional data is fetched automatically. Adjust the page size to show more or fewer rows per page.
Creating a new booking
Click the New Booking button (plus icon) in the page header. This navigates to the booking page where you can create a reservation.
The bookings grid respects the location selector in the sidebar. Switch to All Locations to see bookings across every location, or pick a specific location to narrow results. Column visibility settings are also saved per user.