To have the booking list as well as the participant list at a glance, select Bookings in the navigation. The booking list is displayed first.
This gives you an overview of all the bookings.
To get more detailed information about the individual bookings, they are divided into columns.
How to create my individual booking list
1. Columns composition
1.1 What are the options?
In the upper right corner, click on columns to select them individually. At least 3 columns must be selected.
To select all columns at the same time, you can use the Select all button. If you want to deselect all columns, you can use the Unselect all button.
The following options are available:
- Order number: the number assigned to each purchase, regardless of how many bookings are included.
- Sales Channel: you can select which bookings are displayed with a different sales channel each time.
- Sub-ID
- Booking date & time
- Booking status
- Booking Number: This number is unique to each booking. In case of a booking with three tickets, a booking number is assigned to each booking individually. (Booking = Per Product)
- Product
- Payment status: The following can be selected: Paid / Unpaid
- Buyer & number of participants
- Notes
- Buyer
- Event date & time
- Check-in status: The selection for this can be found in this article
1.2 Drag and Drop
Once you have selected your individual columns that should be pinned to your posting list, you have another option.
At this point, the columns are automatically ordered in a sequence.
With our drag and drop function you can now define the order of the columns yourself.
How does drag and drop work?
Place a finger on the column name until it releases. Now move the object to another position within the top row. If you approach the left or right edge of the screen while moving the object, the content will automatically scroll sideways.
The column you set first will be fixed and will not move when you scroll sideways.
1.3 Do the customized columns remain the same when logging out of the Regiondo account?
Yes - after you have set the order of the columns and also the filter for them, this will remain the same and will not change until your next change.
The change of columns remains the same when logging out on the same browser.
So if the order of the columns is changed and saved on the Google Chrome browser, this change will not be applied when you log in to the Browser Explorer. It will have to be done there again.
2. How to choose filter options
The following options can be selected:
- Product
- Booking status
- Sales channel
- Booking date
- Payment status
- Category
- Event period
- Payment method
- Resscource: Select the resscource which is limited for the respective product or should be stored as limited in the filter.
- Assigned user
To fully apply the filter, the filters must now be applied.
2.1 Will the filter be saved for the next session?
At the end you will be suggested if you want to save the filter for the next session.
You need to check the box for this option and apply it.
If you log out of the account or close the window, the filter will be saved the next time you open the booking list.
2.2 How do I know that a filter is active?
The initial position is that you have set and applied a filter.
If you now go to your overview in the booking list, the following will be displayed:
On the All Filters option, a red circle with number is displayed, which shows how many and if filters are set. From this it can be concluded that your set filter is active.
3. How do I search for specific bookings in my dashboard?
To search for specific bookings, go to Bookings and into the Bookings list.
Here you can search for booking numbers, buyer names and email addresses.
It should be noted that at least three letters must be entered in the search bar to start the search.
Searchable information includes:
- Product ID
- Product number
- Product name
- Booking ID
- Order ID
- Ticket Code
- First name of buyer
- Last name of the buyer
- Email of the buyer
- Phone number of the buyer
- Subscriber name