Head to the Runsheet

Hover over the 'Bookings' menu and select 'Runsheet'

A new page will open your Runsheet and display something like this:

Sort your Runsheet by:

a) Booking Name or #

b) Date

c) Booking Status

d) Booking manager

e) Product category 

f) Location - select one or multiple locations

g) Filtering: orders, hiding columns and grouping by aggregates by clicking the more button next to the cog icon

3. By clicking the Settings cog icon, you can reset to the default view or adjust what columns you want to be displayed or you can reorder columns by clicking the column name and dragging it to the desired position

Create a new Runsheet View

Create a new Runsheet view so you can create multiple ways your staff can view bookings

1. Hover over the column name you want to aggregate together first, click the more button and from the drop-down menu select Group. Carry out the same actions for any other columns you would like. Create groups based on the order you would like to see the information

2. To view booking numbers, hover over the People column name and click on the more button. This time, from the drop-down menu, select Agg: Sum to display the total number of people

3. Your view will separate bookings as per your settings. In this case, it is aggregating information by Areas, then by order of time as well as displaying the booking totals. It allows you to expand to see their booking details

Runsheet Views:

• Sessions Times: Group Session to sort bookings my Chronological order
• Booking Name: Group by Booking Name to show bookings in alphabetical order
• Locations & Capacities: Group Location, then Group Session, Group People with Agg: Sum (as displayed below)
• Product: Grouping by Product is perfect for Food orders, showing how many of each product is required at what time
• Booking Status: Grouping by booking status is ideal to let you know of any unpaid or partially paid bookings that are owing
• Ticket Type: Grouping by ticket type will show you bookings for each ticket type if your product has more than one type

These can all be combined together to reflect different aspects together, it's up to you how you set it up

4. Click on the down arrow symbol next to Runsheet  and click Save View

A pop up modal will appear so that you can name the view, click Save View to add this to your list of views

5. If you click the arrow next to Runsheet,  a drop down menu of all your Saved Viewswill display so you can toggle between the different views

Print PDF

Click on themore button in the top right corner and select between Print runsheet and Print party runsheet

1. Print runsheet will give you a landscape PDF with an itemised look for all the products purchased for each booking, including the:

• Booking #
• Booking Name
• Status
• Session
• Product
• Ticket
• Location (if applicable)
• People
• Add-Ons
• Company
• Comments
• Booking manager

Each new party needs to be on a new page and parties will appear in order of date/start time. At the top of each page, you'll have the Booking Date Time along with:

• Booking ID
• Booking Name
• Guest Name
• (Number of) Guests
• Booking Manager
• Phone
• Products
• Host/Hostess
• Booking cost- this is the value of the booking regardless of payments
• Start time
• Times in each location
• End time
• Booking notes - if any
• POS notes - if any

Export

Click the more button in the top right and you have the option to Export a CSV of the Runsheet, it will download to your desktop and a green status bar will confirm that the download has been completed