TODOLIST feature
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      Filtering and tabs in the TODOLIST

      Learn how to quickly find, sort, and organize bookings in the To-Do List. Filters and tabs help you focus on specific tasks such as arrivals, departures, and pending payments so you can manage your daily operations more efficiently.

      Overview

      The TODOLIST interface is divided into several tabs that categorize bookings by their status or required action.

      Combined with filtering tools, these tabs allow you to quickly locate and process the bookings with simple actions to save time.

      1. Tabs overview

        Stay on top of your daily tasks with these tabs:

        • Departure: This tab shows the bookings have check-out dates today.
        • Arrival: This tab shows the bookings have check-in dates today.
        • New Booking: This tab shows the bookings are made today.
        • Payment Required: This tab shows bookings needing payment today or overdue. Bookings with Outstanding = 0 will be hidden from this tab.
        • In-house Guests: All guests who will check in today and those who are currently staying at the hotel. (Confirmed and Operational bookings)
        • Housekeeping: List of rooms that need cleaning or inspection today.

        Each tab shows today by default, but you can adjust to view past or future dates.

      2. Filtering and Sorting

      Filter and sort options by:

      • Sort by: Only one sorting criterion can be selected at a time. Users cannot choose multiple criteria simultaneously. The list can be sorted by the following criteria:

        • Source channel (Booking channel)

        • Check-in date

        • Check-out date

        • Stay duration

        • Booking status

        • Outstanding amount

      The sort order can be either Ascending or Descending.

       

       

       

       

       

      • Booking Status: Confirmed, Operational, No Show, No show with penalty, Completed, Cancelled, Cancelled with penalty, Unsettled, On request,...Source channel
      • Source channel:
        Source channel (1)
        • Only channels with at least one booking will be displayed; channels without bookings will not appear in the list.
        • If there are more than 10 booking channels, a scroll bar will be shown for easier selection.
        • Users can search by keyword and select multiple channels or use "Select all" to toggle all options. Users can uncheck "Select all" to deselect all.
        • Click "Apply" to apply the filter and update the booking list based on the selected channels.
        • Filters apply per tab, not across all tabs.

      If you don't want to use the current filter and sort anymore, click 'Clear all filter & sort'.

      To understand how the data for each tab in the TODOLIST display, read this article.