Enquiries Page - Download button

You can pull all your Booking Data from the system into a CSV download by using the DOWNLOAD button in your main Enquiry screen.

Once you have the data that needs downloading filtered in the enquiries page:

    

  • Click DOWNLOAD next to the search bar
  • A pop-up window will appear - asking if you want to include Customer data (email addresses and phone numbers) (if your account has the relevant permissions)

If this is ticked, the information (if it exists within a booking) will be displayed in the relevant columns. If it is left unticked, this information will not be displayed and the columns will remain blank. If the user does not have ‘Download Customers’ permission enabled, no option to choose will pop up and the CSV will automatically download without the customer data displayed.


> For anything under 1000 records you can select the Download button and the report will instantly download into a CSV file.

> For anything between 1001 to 100,000 records, please select the 'Email' button and the report will be sent to the email address your User Account is registered to. This can take a few minutes to arrive and will be addressed from DesignMyNight (support@designmynight.com), subject line 'Bookings Download'. Click the link within the email and this triggers the download.

PLEASE NOTE:

The CSV file will also include cancelled and lost bookings, whereas if you have added a filter to your list of enquiries based on a certain date range, cancelled and lost bookings will not be listed on the Enquiries Page unless you also filter by Status, and tick 'Cancelled' and 'Lost'. Therefore your CSV file may include more enquiries than you expect - these are the cancelled and lost bookings.

More info on filtering your Enquiries List can be found here.

Do check your spam/junk box if you don’t seem to have received the email and mark support@designmynight.com as safe.  


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 - Download button
  14. Enquiries Page - CSV Download
  15. Enquiries Page - Downloading Large Enquiry Data Downloads
  16. Enquiries Page - Finding out which bookings were a 'No Show'
  17. Enquiries Page - Find a colleague's 'In Progress' enquiries
  18. Enquiries Page - Notification Centre Explained
  19. Enquiries Page - Keeping your Notification Centre up to date
  20. Enquiries Page - Email bounced notification
  21. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  22. Enquiries Page - Sent Messages
  23. Within a Booking/Enquiry - Customer Details
  24. Within a Booking/Enquiry - Saving a booking/enquiry
  25. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  26. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  27. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  28. Within a Booking/Enquiry - Booking Details
  29. Within a Booking/Enquiry - Default Duration
  30. Within a Booking/Enquiry - Booking Prompts
  31. Within a Booking/Enquiry - Additional Details
  32. Within a Booking/Enquiry - Commission Box
  33. Within a Booking/Enquiry - Set Up Requirements
  34. Within a Booking/Enquiry - Assign to Areas
  35. Within a Booking/Enquiry - Area Search/Smart Space Finder
  36. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  37. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  38. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  39. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  40. Within a Booking/Enqiury - Adding a minimum spend
  41. Within a Booking/Enquiry - Invoice/VAT Receipt
  42. Within a Booking/Enquiry - Sending emails to your customers
  43. Within a Booking/Enquiry - Sending attachments in emails
  44. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  45. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  46. Within a Booking/Enquiry - Booking History
  47. Within a Booking/Enquiry - PRINT button (function sheets)
  48. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  49. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  50. Within a Booking/Enquiry - Duplicating/copying a booking once
  51. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  52. Within a Booking/Enquiry - Sections explained
  53. Within a Booking/Enquiry - Compiling and Sending a Contract
  54. Within a Booking/Enquiry - The importance of using Labels
  55. Within a Booking/Enquiry - Set yourself a reminder
  56. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  57. Within a Booking/Enquiry - Find a Customer
  58. Within a Booking/Enquiry - Customer Profile
  59. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  60. Within a Booking/Enquiry - How to update a customers marketing permission

Feedback and Knowledge Base