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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?

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

Updated over a week ago

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

  1. Click 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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