Enquiries Page - Filtering enquiries & bookings

If you are looking to filter all enquiries and bookings 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 Add Filter option 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 on. 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-orders, you 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 with specific tags attached 

  • Created by- Filter your bookings/ enquiries by the user who created the booking

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.  

To see a video tutorial on filtering enquiries & bookings, please click here.



Enquiries Page FAQs

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

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