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How Can I see the Number of Bookings from an Account?
How Can I see the Number of Bookings from an Account?
Updated over a week ago

Related Questions:

  • I would like to know based on the Account name how many times they've booked with us

Environment:

  • Event Temple Web App

Answer:

An easy way to gather this information on a specific Account is by going to their Account Summary

  1. Cick Accounts in the left-hand side bar

  2. Search for the desired Account

  3. Click on the Account Name

The Booking tab (highlighted below) will tell you how many Bookings this Account is associated to.
โ€‹Please note: this is all Bookings, regardless of status or date.

If you'd like to see more detailed information, the Booking List Report is a great option! By exporting to HTML with the get a more detailed rundown:

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