Manifest overview

Before diving into the detailed settings, here are several general options to help with your day-to-day use of the manifest.

Sorting

Any columns on the manifest with small up and down arrows can be sorted in ascending or descending order, similar to a spreadsheet. Click the name of the column you wish to sort by, and the data will sort automatically.

Note: You can only sort by one column at a time.

Downloading

Click the Download icon to download the manifest data into a CSV file. This file can then be opened in a program like Excel or Google Sheets.

Printing

• Printing the manifest: Click the Print icon to print your daily manifest. You may want to adjust the layout to Landscape mode if you are working with many columns.

  When printing information for multiple availabilities, resources, or pickup routes, you have the option to print each individual manifest on a new page. To do this, open the Display options menu and check the box next to “Print each manifest on a new page.”

• Printing receipts or tickets: You can print all receipts or tickets for a specific availability using the Print all menu located below the availability header.

  Receipts and tickets will be sorted by the contact name on the booking. To reverse the sort, click on the count at the top of the list (e.g. “52 tickets”).

  

Reordering manifest columns

Reorganizing manifest columns can help save time during the check-in process as well as provide custom manifest views for different roles within your organization according to their specific needs.

To rearrange columns in a manifest:

1. Click Reorder columns in the manifest navigation.
2. Select the column you’d like to move.
3. Point your cursor at the top of the selected column until a hand icon appears in place of your cursor.
4. Drag the column to the desired location.
5. Click Stop reordering columns to save the order.

Once you’ve reordered your manifest columns to your liking, you can save your settings as a custom manifest for future use.

To save your custom manifest order, follow the instructions on the Saving custom manifests help page.

Note: Your newly saved column order will be visible to all users when accessing the saved custom manifest and not limited to the specific user that made the change.

Viewing a related booking

When viewing the manifest, you can open a specific booking by clicking on the booking ID, the contact name, or the » symbol at the end of the row. (Depending on your view, you may not see all of these options.)

From the booking overview, you can take additional actions such as editing customer contact information, canceling or rebooking, or sending an email.

Choose the date and manifest view using the options located directly below the Dashboard Menu Bar.

These options are automatically reflected in the URL in your browser’s address bar, meaning you can easily share a specific manifest with other people at your company, simply by sending them the link.

Choosing a date

By default, the manifest will always display the current day’s information. To go to a different day, click on the date and choose from the calendar, or use the navigation arrows (« and ») on the right. Click Today to return to the current day.

Customizing the manifest view

By default, the manifest will show all bookings for the day, organized by availability. However, you can customize this view using the drop-downs next to the date.

The first dropdown determines the manifest view. Choose a view to organize information by availability, item, bookings, transportation, or resource.

The second dropdown allows you to narrow down the information displayed by selecting specific items, availabilities, routes, or resources. If nothing is chosen, then all possible options will be displayed.

Use the Column menu to choose which data to display on the manifest. Your options range from basic booking information to detailed custom fields.

Basic columns

In the Basic columns list, you’ll see standard options included on most book forms. By default, only certain options will be shown on the Manifest, but you can add or remove whichever columns you’d like by checking or unchecking the boxes.

The Show customers toggle option displays the small triangle toggle to the left of the Booking ID. Click this toggle to see an expanded view containing additional information that may have been entered at the time of booking.

Custom fields

You also have the option to add columns for any custom field data collected through your book form. For example, if you’re viewing the manifest for a Luau Dinner, you can include a column for the meal preference that your customers chose when making their booking.

By default, only the fields applicable to the bookings for that day will be shown as options. If you want to see a full list of available custom fields, click Show all possible fields.

Shared resources

Add or remove columns for resources being used on a given day. If you want to see a full list of available resources (regardless of whether they’re being used), click Show all possible resources.

Filters can be used to narrow down the information in the manifest. For example, you may want to view only customers who have been checked in, or quickly find a reservation based on its booking note.

Use the search box or select from the available filter options to determine which bookings to show on your manifest.

In the example above, we are filtering the manifest to show only customers who have been checked in.

When navigating between different days, filters will stay applied until you remove them. You can remove any filter by clicking Reset at the bottom of the filter.

In addition to choosing a manifest view, you can further organize the manifest by check-in status or pickup using the Group menu.

In the example below, you see the “Availability” manifest view, and grouping by check-in status. This allows you to see the breakdown of how many guests have been checked in for each availability.

If using Transportation, see Using the manifest to view pickup routes for more details on grouping by pickup.

Use the Display options menu to customize how you view the manifest.

Include empty availabilities

By default, when viewing your availabilities manifest, empty availabilities are hidden and will only become visible when at least one booking has been made. When this option is selected, all availabilities will be visible, even if they don’t have bookings yet. You may want to use this option if you prefer to manage crew or make bookings directly from the manifest.

Hide past availabilities

When selected, availabilities that have already taken place will not be listed.

By default, availabilities will be listed even if they have already occurred. Hiding past availabilities can help streamline your manifest view, as it will only include availabilities that are relevant to upcoming check-in processes.

Show availability note

When selected, internal availability notes will be displayed directly above the list of customers.

By default, the notes area will be hidden for an availability if no note has been added. However, you can choose to always display the notes area by unchecking the box “Hide note area if no note is set”. This is helpful if you want to be able to add new notes directly from the manifest.

Show summary row

When the show summary row option is selected, the manifest will display a summary of data (when applicable) directly below the column name. This is helpful, for example, if you want to get a quick glance at check-in statuses, pickup locations, etc.

Note that the summary row will only be visible for availabilities with more than one booking, and only applies to certain fields.

Summarize custom field answers

The summarize custom field answers option applies to dropdown and quantity dropdown custom fields used for individual customers. When selected, the customer responses for these fields are grouped together for each booking (for example: 2 experienced, 2 beginner). This is the default option.

When deselected, responses are split out so you can see each individual answer. This is helpful if you need to associate information like height or experience level to individual customer names on a booking.

Wrap text

The wrap text option splits longer text onto multiple lines within the manifest.

This option is useful when including a column for comments, or when printing a manifest that has many different fields displayed. When the wrap text option is selected, columns are narrower, allowing more columns to fit on one page (this is the default option).

When text wrapping is turned off, longer text will stay on one line.

Print each manifest on new page

When this option is selected, the manifest will be printed on separate pages based on how it is currently organized. For example, if viewing the manifest grouped by availability, each availability will be printed on a separate page.

Show item SKUs

When this option is selected, your internal item names (SKUs) will be shown instead. This may be useful if you have longer item names and use SKUs to shorten them in the Dashboard.

Show customer information

The Show customer information option is located right next to the Display options menu. When selected, each booking will be shown in an expanded view, including all custom fields (whether they are for individual customer types or for the entire booking).

This can come in handy if you need to make quick edits to a custom field (such as adding comments or filling in missing information). Just click the icon next to the field you need to update.

By default, this option is not selected.

Mobile-optimized manifest

When using the manifest on a smaller screen, such as a tablet or smartphone, bookings will be displayed as individual “cards” instead of a table. You can switch this view on or off by scrolling to the top of the manifest, tapping Show more, and selecting or de-selecting the Mobile-optimized manifest option.

Is it possible to resize the column widths?

It is not possible to resize the column widths in the Dashboard. However, you can download the Manifest to a CSV file using the icon in the top-right corner, then open the file in Excel or your preferred spreadsheet program, and manage the widths there.