JetBooking Dashboard Overview

The Bookings dashboard shows the following booking order data: ID, booked instance, booked unit ID, check-in/out date, related order, and booking status. This tab shows all bookings made on the website by users and administrator(s) without their differentiation.

Manual booking

Pressing the “Add New” button allows creating a new booking with the following settings:

• Status — a drop-down menu that allows the order status selection from the “Competed,” “Processing,” “On hold,” “Pending,” “Refunded,” “Canceled,” “Failed,” and “Created” options;
• Booking Item — a drop-down menu where the necessary CPT item can be selected from the Custom Post Type assigned to the JetBooking during setup;
• Check in and Check out dates — these two fields will remain locked until the Booking Item option is selected. Once set, they open calendars to allow the selection of available dates. After these dates are selected for the current item, day slots will be blocked from being booked by another order;
• Booking Price — a field that shows the calculated price for the booked apartments, depending on the price rates. More information is available in the Adjust booking price and pricing rates chapter of the How to Set Automatic Price Calculator tutorial;
• DB tables — the following fields added during the booking setup that can be filled with the additional information (e.g., additional services, number of guests, breakfasts, etc.);
• Create WC Order — this toggle is available with the WooCommerce plugin installed and activated and the WooCommerce integration toggle enabled in the WordPress Dashboard > Bookings > Settings > General tab. It creates the booking order in the WordPress Dashboard > WooCommerce > Orders tab. This toggle also turns on the First Name, Last Name, Email Address, and Phone fields that should be filled in.

When all desired options are set, the “Add New” button can be clicked to create a new booking.

Booking units

With the JetBooking plugin, the booking units feature is available.

After a new booking is created, it will automatically be assigned to the first or next available item, for example, a unit in the hotel. The assigned unit can be modified in the Edit Booking pop-up after clicking the “Edit” button next to the respective booking.

Booking filters

Under the “Add New” button, there is a menu tab where bookings can be filtered by such categories placed on the left side:

• All — shows all bookings;
• Upcoming — shows bookings that are scheduled to occur in the future;
• Past — shows only those bookings that have already taken place.

The “Filters” button on the right side unfolds a tab with booking filters. Bookings can be filtered by Instance (CPT items), Status, and Check In and Check Out dates.

The “Clear” button resets all applied filters.

Booking export

The “Export” button on the right side of the menu tab triggers the Export bookings pop-up with such settings:

• Bookings to export — a drop-down menu to select what bookings are needed to be exported: “All bookings” or “Filtered bookings.” The second option allows exporting specific bookings, such as upcoming bookings with the “Completed” status. With the “Filtered bookings” option, the booking list should be narrowed down with the booking filters before exporting;
• Export format — a drop-down menu to select the “CSV” (Excel sheet) or “iCal” format;
• Booking instance returns — available only for the “CSV” option. Selects the type of information to be displayed in the columns for the booking instance: “ID” or “Title”;
• Date format  — available only for the “CSV” option. Allows specifying the format in which check-in and check-out dates should be displayed in the sheet columns. For more information, proceed to the Customize date and time format article.

After setting the pop-up option, one should hit the “Export” button to complete the booking export process; otherwise, the “Cancel” button can be pressed.

Booking views

There are three available booking views:

• List — the default view, which shows the following data in the sheet: ID, booked instance, booked unit ID, check-in/out date, related order, and booking status;
• Calendar — displays bookings in the calendar. This view allows booking filtering by Instance and Status. The filtering by the Check In and Check Out dates is unavailable since the calendar shows bookings within one month, and the current month is defaulted.

The calendar slots show the name of the booked apartment and unit (if such functionality is set) and check-in and check-out dates. 

Bookings of different statuses are highlighted with different colors: green for “Completed,” yellow for “Processing,” “On hold,” and “Pending,” and red for “Canceled,” “Refunded,” and “Failed.”

Clicking on a booking opens a pop-up with more details.

One calendar slot shows up to three bookings; if there are more for one date, the load more button will appear at the bottom of the slot with the “… more” dynamic text. Clicking on this button will redirect to the list of bookings which date period matches the selected date.

• Timeline — displays bookings as a schedule over time, displayed in a grid format. This view allows booking filtering by Instance and Status. The filtering by the Check In and Check Out dates is unavailable since the timeline shows bookings within one month. The upper part of the timeline shows the chosen month days, and the left — the CPT items that were booked (apartments). The grid shows the name of the booked apartment and unit (if such functionality is set) and the booked period.

The timeline shows bookings within one month, and the current month is defaulted upon opening the Bookings tab. To switch the timeline period, one should click the Period field and choose the required month and year.

Bookings of different statuses are highlighted with different colors: green for “Completed,” yellow for “Processing,” “On hold,” and “Pending,” and red for “Canceled,” “Refunded,” and “Failed.”

Clicking on a booking opens a pop-up with more details.

Booking editing

Pressing the “Edit” button opens the pop-up window with fields allowing booking altering. After changes have been made, they can be saved or canceled.

If one enters the already booked dates, causing overlapping, and hits the “Save” button, the changes won’t be saved.

Booking details

Pressing the “Details” icon opens a pop-up window with booking details. The “Edit” button allows for booking modification, and the “Delete” button cancels the order.

Booking date overlapping

The JetBooking plugin averts dates overlapping as follows:

• The Check in and Check out date fields of the Add New Booking pop-up exclude the previously booked dates from the calendar for the item (the blocked dates are gray);

• The Edit Booking pop-up shows the occupied dates in the calendar similarly. If one tries to manually type a new date into the Check in and Check out date fields and it’s already booked, the text will appear: “Selected dates are not available. Overlapping bookings: #.” and it won’t be possible to save the changes.

This tab has the following settings for booking customization: General, Labels, Advanced, Configuration, Schedule, and Tools.

General

These settings allow specification of the post types for booking, WooCommerce integration, filter storage type, and more.

The Booking mode option allows choosing the booking mode type to customize the appearance and functionality of the booking interface according to the selected mode:

• Plain — the booking system focuses on the core functionality for managing bookings. For this mode, a Custom Post Type (CPT) for booking should be created (as described in the JetBooking Preparation Guideline), and the booking form should be set (can be generated during the booking set up);
• WooCommerce based — the booking system enables the creation and administration of custom product types tailored for booking and seamlessly integrates them into your online store.

For the “Plain” mode, such settings are available:

• Booking orders post type — allows selecting post type related to the created booking records;
• Booking instance post type — allows selecting the previously created post type containing the units to be booked and shown in the Bookings database table (e.g., “Properties,” “Rooms”);
• WooCommerce integration — available only when the WooCommerce plugin is installed and activated. It allows connecting the booking system with WooCommerce checkout;
• Two-way WooCommerce orders sync — available when the WooCommerce integration toggle is enabled. If this toggle is activated, the WooCommerce order status will automatically adjust whenever the booking status changes. By default, altering a booking status doesn’t affect the associated order status;
• Filters storage type — allows selecting the filter storage type for the searched date range: “Session” or “Cookies.”

For the “WooCommerce based” option, other settings are displayed:

• Booking hold time — picks the duration for which the chosen date range will be reserved after adding the booking instance to the cart;
• Filters storage type — allows selecting the filter storage type for the searched date range: “Session” or “Cookies.”

Labels

This tab adds custom labels to days of the week, months, etc. The Use custom labels toggle activates additional options when activated.

• Excluded dates — allows typing a tooltip text for already booked dates instead of the “Sold out” default text;
• Only checkout allowed — intended to modify labels for dates when only check-out is permitted. The setting is active for the “Per Nights” Booking period option with the Allow checkout only days toggle enabled in the Configuration booking settings tab;
• Before selected dates — allows typing text before the selected dates range instead of the сhosen default text.

Other settings allow custom labels to be added to the booking form, such as the “Nights”/”Days” text fields for typing custom texts instead of the default Nights/Days texts. One can also set the custom text or translation for the weekdays, months, and past and previous days.

Field Settings

This tab is available when the “WooCommerce based” Booking mode option is selected in the General tab. It has such settings: 

• Layout — specifies the layout and organization of the field within the interface: “Single field” or “Separate fields”;
• Label — defines a label for a single field layout;
• Placeholder — sets a placeholder for a single field layout;
• Description — specifies a description to explain and provide context for the field within the interface;
• Date format — selects a distinct format and representation to present dates in a standardized manner. This applies exclusively to dates within check-in/check-out fields;
• Separator — picks a character that will be used to separate the day, month, and year components within a date;
• First day of the week — sets the start of the weekday in the date picker: “Monday” or “Sunday.”

Advanced

The following settings manage additional functionality of the plugin.

• Hide DB columns manager — if enabled, it hides the additional table columns in the Tools tab to prevent accidental DB or plugin settings changes; only the “Update Booking Tables” button will be available in the Tools settings tab;
• Enable iCal synchronization — if enabled, it turns on the Calendar synch interval drop-down menu to select an interval between calendars synchronizing (from “Every minute (1 min)” to “Monthly (1 month)”) and the Calendar sync start menu to choose a start time for synchronizing. It also activates the Calendars tab in the WordPress Dashboard. The How to Transfer Bookings from Google Calendar via iCal Synchronization tutorial explains how to synchronize the events from the calendar with the items on the website;
• Automatically remove temporary bookings — if activated, it allows the booking removal with the temporary status “Created” from the database automatically. It also activates the Remove interval drop-down menu, where the interval can be chosen from “Every minute (1 min)” to “Monthly (1 month)”;
• Booking modification deadline — sets a time limit for modifications before the reservation’s start time. After this deadline, modification requests will not be accepted. Be aware that the number field’s value cannot be less than “1”;
• Booking cancellation — if activated, this allows customers to cancel bookings after they have been reserved. It also turns on the Cancellation deadline option, where a cancellation time limit can be specified. Be aware that the number field’s value cannot be less than “1,” and a refund will not be sent automatically. More information is provided in the How to Cancel Booking with the WooCommerce Bookings Endpoint tutorial;
• Hide Setup Wizard — if enabled, this option hides the WordPress Dashboard > Bookings > Set Up tab to prevent unnecessary plugin reset.

Configuration

These settings manage the booking period, the earliest and latest dates for users to pick, the minimum and maximum number of booking days, and the ability to show the price in the calendar while booking. All these settings refer to regular, weekend, and seasonal prices.

• Booking period — proposes two ways to specify the booking periods: per night (last booked day is not included) or per day (last booked day is included);
• Allow checkout only days — this option is available when the “Per Night” Booking period is selected. If enabled, the first day of the already booked period is available for check-out only;
• One day bookings — this option is available when the “Per Day” Booking period is selected. If this option is turned on, only single-day bookings are permitted. Note that this option won’t function if the Week-long bookings are enabled;
• Week-long bookings — if enabled, it allows only full-week bookings and turns on the Weekday offset field, allowing changing the first booked day of the week;
• Starting day offset — defines offset for the earliest date available to the user;
• Min/Max days — defines the minimum and maximum days available for one booking;
• End date — defines the latest date that the user is allowed to pick. If the “Any date” option is selected, there are no limits. The “Limited range” option activates the number field and drop-down menu with the “Day(s),” “Month(s),” and “Year(s)” options. For example, if “1” and “Year(s)” values are set, customers are allowed to select booking dates within a year;
• Show price in calendar — if turned on, each date in the Check-in/Check-out dates field of the bookings form will display the corresponding price for the booking item (apartment). This option allows users to see different prices for different days, such as weekends or seasonal rates, during the booking process. More information is provided in the How to Set Up the Seasonal Prices and How to Configure the Weekend Pricing tutorials.

Schedule

More information is provided in the How to Manage Days and Weekends in Booking tutorial.

The Schedule tab has two settings:

• Weekday Booking Rules — allows for the choice of weekdays that will be unavailable for booking. Also, the weekdays available for check-in and check-out can be specified by enabling the toggles in the Check In and Check Out columns. Consequently, the specific days can be enabled for check-outs while making other days unavailable. If all toggles are turned on, or all options are disabled, the results will be the same: all days will be opened for booking, check-in, and check-out;

• Days Off — allows adding days (e.g., national holidays) that will be out of reach for customers. Hit the “+ Add Days” button to trigger a pop-up with such settings:

• Range Label — sets the name of the holiday day or period (e.g., “New Year 2024);
• Start Day — sets the first day of the holiday period. If a holiday includes only one day, only this field should be set;
• End Day — sets the last day of the holiday period.

Tools

With the enabled Hide DB columns manager option in the Advanced settings tab, only the “Update Booking Tables” button is available. This button refreshes, modifies, and optimizes the booking data in the database tables.

If the Hide DB columns manager option is disabled, the Tools tab shows the list of the DB table columns created in this tab or during the booking setup. 

Such columns are booking-specific and indicate additional services, details, etc.

In this tab, one can add, change, and delete columns. To add custom columns to the booking table, one should press the “New DB Column” and type their name in the Column name field.

If some changes are made, the “Update Booking Tables” button should be pressed.