A step-by-step guide that shows you how to export your bookings to a CSV format on the Bookteq Customer Portal
How to Export Your Bookings
To obtain a detailed list of all your bookings and have them readily available in a CSV (Excel) format, you can easily export your bookings through the Bookteq Customer Portal. Here's how:
Step-by-step guide
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Access Bookings: Begin by clicking on the 'Bookings' option in the left-hand menu of the Bookteq Customer Portal. This will take you to the bookings section.
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Filter and Prepare: Once in the bookings section, use the available filters to refine the list and display the bookings you want to export. Apply any desired filters, such as specific dates or booking status, to narrow down the results.
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Export to CSV: After filtering the bookings, locate the blue 'Export to CSV' button in the top right corner of the table. Click on this button to initiate the export process.
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Wait for Compilation: The system will compile your bookings list into a CSV file, which may take a moment depending on the number of bookings. Please be patient while the system generates the export.
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Retrieve Exported Document: Once the compilation is complete, you will receive an email to your registered email address. This email will contain an attachment of the exported CSV file.
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Review and Utilise in Excel: Open the email and download the attached CSV file. You can then open the file using spreadsheet software, such as Excel. This will allow you to view and manipulate the data more conveniently. If needed, you can apply filters and perform further analysis on the exported bookings.
By following these steps, you can export your bookings to a CSV document and have a comprehensive list of all your bookings available for further analysis or reference.
Troubleshooting
Q: Can I export bookings for multiple venues at once?
A: No, the export functionality in the Bookteq Customer Portal allows you to export bookings for the specific venue you are currently viewing. If you have bookings at multiple venues, you will need to switch to each venue individually and export the bookings separately.
Q: How long does it take to receive the email with the exported CSV file?
A: The generation of the CSV file and the delivery of the email can take a few moments, depending on the number of bookings being exported. Please allow some time for the system to compile and send the email. If you do not receive the email within a reasonable timeframe, please check your spam or junk folder.
Q: Can I customise the exported CSV file format?
A: The exported bookings are provided in a standardised CSV format, which can be opened and manipulated using spreadsheet software like Excel. Currently, customisation options for the exported file format are not available.
We hope this article helped to answer your query! If you have any further questions or need assistance, please don't hesitate to reach out to our Bookteq team by submitting a help request.