Enquiries Page - Filtering enquiries & bookings

If you are looking to filter all enquiries that have come into Collins (not just the ones that you are assigned to), it's worth making sure that you are Assigned to Anyone before adding any filters. 

You can filter your main bookings list down by many factors, simply by clicking on the Filter Icon located just under the search bar in your main enquiries page.

You are able to add multiple filters at the same time to really narrow down your enquiries. 

    

What are the filters?

Assigned to an Area - search for bookings that have/haven't been assigned to a table/area

Assigned to - Internal User of your Collins system and whom a booking may be assigned to

Booking Type - The different booking types that you have

Date - This will be the date that the booking will take place. Filter by a specific date/date range

Payments pending - Search for any bookings that still have outstanding Authentication or Payment Requests.

Guests - You can filter by different group sizes

Labels - Search by your action labels and auto-confirm bookings

Notifications - Search for any bookings with a Notification i.e. Follow up

Pre-orders added - If you use our Collins Pre-ordersyou can search for any bookings that have started adding their pre-orders

Pre-orders complete- If you use our Collins Pre-orders, you can search for any bookings where the customer has completed their pre-order

Pre-orders open- If you use our Collins Pre-orders, you can search for any bookings that have a pre-order menu that is open

Received Date - Search for bookings made on a specific date/date range

Source - Search by your third party bookings or other different sources that your bookings came in from

Status - Filter your bookings by their current status i.e. Confirmed

Status changed - Search for any bookings that changed status i.e. from New to In Progress, on a particular date/date range

Booking falls within- Search for bookings which fall between the times you have selected

Start time - Filter by the time the booking was made for

Venue - If you have multiple venues you can filter the booking for your different venues

Offer - search for any bookings/enquiries where an offer has been selected by the customer

Venue Tags - Search for bookings at venues with specific tags attached  

You can add a number of filters to really drill down the enquiries list and find exactly what you’re looking for. When adding a filter/filters, a new URL link is created, which you can bookmark or save to bring you straight to a certain search each time.

Once a filter search has been completed, the results can then be downloaded into an excel file by clicking on the ‘Download’ button or for larger files, click the 'Email' button to have them emailed to your user account email address.



Enquiries Page FAQs

  1. Collins Dashboard - Overview
  2. Collins Dashboard - Internal team notifications
  3. Enquiries Page - Sorting enquiries & bookings
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - Booking Status Explained
  6. Enquiries Page - What does it mean to 'Take' an enquiry?
  7. Enquiries Page - How do I manually add a new enquiry?
  8. Enquiries Page - Assigned to me/Assigned to anyone
  9. Enquiries Page - Search Bar
  10. Enquiries Page - Filtering enquiries & bookings
  11. Enquiries Page - Downloading Large Enquiry Data Downloads
  12. Enquiries Page - CSV Download
  13. Enquiries Page - What is the 'Download' button for?
  14. Enquiries Page - Finding out which bookings were a 'No Show'
  15. Enquiries Page - Find a current booking/enquiry
  16. Enquiries Page - Find a colleague's 'In Progress' enquiries
  17. Enquiries Page - Notification Centre Explained
  18. Enquiries Page - Keeping your Notification Centre up to date
  19. Enquiries Page - Email bounced notification
  20. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  21. Enquiries Page - How can I see my Confirmed bookings?
  22. Enquiries Page - Sent Messages
  23. Enquiries Page - Change History
  24. Within a Booking/Enquiry - Customer Details
  25. Within a Booking/Enquiry - Why can’t I save this booking?
  26. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  27. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  28. Within a Booking/Enquiry - Marking enquires as over the phone/from email/from a third party
  29. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  30. Within a Booking/Enquiry - Booking Details
  31. Within a Booking/Enquiry - Default Duration
  32. Within a Booking/Enquiry - Booking Prompts
  33. Within a Booking/Enquiry - Additional Details
  34. Within a Booking/Enquiry - Commission Box
  35. Within a Booking/Enquiry - Set Up Requirements
  36. Within a Booking/Enquiry - Assign to Areas
  37. Within a Booking/Enquiry - Area Search/Smart Space Finder
  38. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  39. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  40. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  41. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  42. Within a Booking/Enquiry - Invoice/VAT Receipt
  43. Within a Booking/Enquiry - Sending emails to your customers
  44. Within a Booking/Enquiry - Sending attachments in emails
  45. Within a Booking/Enquiry - How do I stop the follow-up email being sent to an individual booking
  46. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  47. Within a Booking/Enquiry - Booking History
  48. Within a Booking/Enquiry - Create a run sheet (function sheet) for one booking
  49. Within a Booking/Enquiry - PRINT button (function sheets)
  50. Within a Booking/Enquiry - How do I sort the pre orders on my function sheet by course?
  51. Within a Booking Enquiry - Formatting your Pre-orders on your Function Sheet
  52. Within a Booking/Enquiry - Duplicating/copying a booking
  53. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  54. Within a Booking/Enquiry - Sections explained
  55. Within a Booking/Enquiry - Compiling and Sending a Contract
  56. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  57. Within a Booking/Enquiry - The importance of using Labels
  58. Within a Booking/Enquiry - Set yourself a reminder
  59. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  60. Within a Booking/Enquiry - Find a Customer
  61. Within a Booking/Enquiry - Customer Profile
  62. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  63. Within a Booking/Enquiry - How to update a customers marketing permission

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