View and export equipment bookings using the booking explorer

To search for current, future, or past bookings, head to Equipment > Booking Explorer.

Navigating to the Equipment Booking Explorer

Viewing and exporting bookings

The Booking Explorer allows you to view and export your booking data, which can be helpful if you ever need to do a detailed analysis of your bookings.

  1. Select the Location and Category you want to view from the dropdowns at the top of the page.
  2. Use the Status dropdown to view only bookings with a specific status (tentative, confirmed, cancelled, etc.), or select "Show All" to view all bookings. 
  3. Use the Date filter to view bookings within a specific date range.
  4. Use the Grouping dropdown to choose whether or not to group bookings together.
    • Show Each Booking: this option will show each booking individually.
    • Group By Email: this will group bookings together by patron, using their email address, showing you the total number of bookings and minutes per person.
    • Group By Item: this will group bookings together by item, showing you the total number of bookings and minutes per item.
  5. Use the Search field to search for bookings by keywords in either the patron's email address, name, or booking form answers, as well as item barcodes.
  6. To search for bookings system-wide, select the Search All Locations checkbox.
  7. Use the Go button to apply your filters.
  8. To export the list of bookings, click the Export button.
  9. Click on the Booking ID to view the booking's details, edit its booking form details, and view & add internal notes.
  10. Click on the patron's Email Address to send the patron an email.
  11. For future bookings, click on the To date & time. This will allow you to update the start and end dates/times for the booking.
  12. For bookings that are linked to an event, click on the Event title to view the event's details. This will allow you to manage or edit the linked event.
  13. If billing is enabled for a category, bookings that have unpaid charges will display a status of Confirmed (Payment Pending) or Mediated Approved (Payment Pending). Clicking this status will allow you to record an in-person payment for that booking, which will in turn update the status to Confirmed or Mediate Approved.
  14. To copy a booking's form info (i.e. patron name, email, and other form fields) into a brand new booking, click on the Copy () icon next to that booking's ID. Learn more about copying bookings...

Viewing the Booking Explorer

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