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Category:Bookings

5,496 bytes added, 5 June
Cancellations
"New" are bookings which have not been opened to view. Once you open them and save or update them the status will change to "Confirmed". In SETTINGS->ACCOUNT PREFERENCES you can set which status you want to apply to new bookings.
 
"Black Bookings" are bookings without guest. They can be used to close a room. Black bookings are not considered in reports.
== Add Bookings ==
*manually by yourself.
*imported from other channels by the channel manager.
 
=== Manually add a new booking ===
1. Export your bookings into a .csv file
2. Go to ETTINGS SETTINGS -> ACCOUNT -> ACCOUNT ACCESS and allow API access
3. Go to https://api.beds24.com.
The instructions in https://api.beds24.com/putbookingscsv.php explain the procedure in detail.
 
== Check guests in and check guests out ==
If you are using the components "Arrivals", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:
 
<embedvideo service="youtube">https://youtu.be/skcNhO60858</embedvideo>
 
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
== Manage bookings ==
=== Info ===
The Info tab consists of a customizable summary ("Booking Info Template") of the booking information and a set of info items which can be attached to a booking. Booking Info Templates can contain [[Template_Variables|template variables]].
 
'''Booking Info Template'''
 
The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables.
 
If you want to hide the info tab go to SUB ACCOUNT (top right Menu) then click on "Manage Account" and add the phrase '''bookedit-info''' in "Hide menu pages"
 
'''Info Items'''
 
Info items can be attached to a booking. They consist of an "Info Code" and a freetext filed in which you can add additional notes. They are a powerful function which can be used:
 
*for reporting in [[:category:Reports|custom reports]] to show or hide selected bookings
*to trigger [[Auto_Actions|auto actions]] for bookings with certain criteria
*to filter bookings
*to mark certain bookings with icons
 
[[Image:info.png|600px|link=]]
[[Media:info.png|view large]]
The Info tab consists of Preset info codes are: CHECKIN (used for check-in / check-out function) CHECKOUT used for check-in / check-out function) DEPOSIT  PAID UNPAID LOCKROOM (this will prevent room changes) LOCKUNIT (this will prevent room changes and unti changes) Example: For example, if you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a customizable summary of custom reports to show custom reports by showing booking which include the booking information info code "CHECKEDIN" and a set of excluding those that have the info code "CHECKEDOUT. '''Create your own info codes''' Presets for info items which codes can be attached defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ". Ideas for commonly used info codes: BREAKFAST CANCELLED_BY_OWNER CANCELLED_BY_OWNER_INVALID_CARD CANCELLED_BY_OWNER_NO_PAYMENT CANCELLED_BY_OWNER_UNIT_NOT_AVAILABLE LOCKSTATE_PIN (for customers using our integration with Lockstate lock system) After you have created an info code will be able to a manually add it from the list of presets in the bookingor automatically add them via [[Auto_Actions|auto actions]]. ==== Icons ==== <span class="circle" >Tip</span> ''Enhance display of bookings with icons.''
The customizable summary can be created in 1. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Info TemplateShow Icons" using template variables= Show.
Preset info codes can be defined in 2. Go to SETTINGS->ACCOUNT -> PREFERENCES and and create "Booking Info Code Presets ".
Info codes can be added Supported are all free solid [https://fontawesome.com/icons?d=gallery&s=solid&m=free Font Awesome icons]. Get the name for the icons you want to use from there and enter I- followed by the preset list. You can add manual notes.icon name :
The info code can be used in [[:category:Reports|custom reports]] to show or hide selected bookings and also in Auto Actions.I-money-bill
For example, if you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom reports to show custom reports by showing booking which include the info code "CHECKEDIN" and excluding those that have the info code "CHECKEDOUT".I-bell
If After you want to hide the have created an info tab go code will be able to SUB ACCOUNT (top right Menu) then click on "Manage Account" and manually add it from the phrase '''bookedit-info''' list of presets in "Hide menu pages"the booking or automatically add them via [[Auto_Actions|auto actions]].. If you add a text with it will show when you hover on the icon.
=== Summary ===
'''Split''' can be used to split a booking for multiple rooms into separate bookings so each can be assigned to an individual room. All split bookings will be linked so they can be easily managed.
'''FLAG''' can be used to flag bookings that require special attention. The flag text is displayed with the other booking fields within the control panel and the [FLAG] [[Template Variables|template variable]] can be used to display this text as "hovertext" when the mouse cursor is positioned over the flagged booking in the Calendar view. Flags can also be automatically applied via Auto Action which you can set up in SETTINGS->GUEST MANAGEMENT->AUTO ACTIONS.
[[Image:Detail.png|600px|link=]]
=== Charges and Payments ===
In the tab ''Charges and Payments'' you may enter more can manage guests charges and payments manually.
Information from your booking page or sent from a channel are automatically entered. For bookings from OTAs you can adjust how the charges and payments are imported in SETTINGS->CHANNEL MANAGER. On this tab you can:  *Enter or change '''chargeable items ''', '''payments''' or and '''pending payments'''. Click Recalculate on the + icon to update the balance add and enter a blank new row.**Upsell Items which are created in SETTINGS->PROPERTIES->UPSELLING can be automatically selected as charges.**You can create invoice items for items sold on site in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items". *To remove an item click on the ... menu and then choose "Delete".*Under "Pending Payments" you can schedule outstanding payments. Pending payments can be collected manually or automatically. The option to charge automatically is available for customers who use [[Stripe|Stripe]] only.**For '''automatic charging''' set the "pending payment" to "auto" and enter a due date in the future. **Channel collect payments with virtual cards can be set to be automatically collected in the respective channel menu. **A manual charge to a card can be made if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now". **In SETTINGS->GUEST MANAGEMENT->PAYMENT RULES you can create rules and info codes for pending payments. After the payment was collected you will see a status information on the "Info" tab. Successful collections will be moved from "Pending Payments" to "Payments".  The "Status" field can be used to specify the type of an item. Examples are payment methods or categorizing items for reporting. You can preset your status values in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items".  By default the description of the lodging price displays room name, check-in date and check-out date. You can change what is displayed there in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Item Room Description".
*To remove an item check the remove box and click Recalculate.
*The balance will be calculated and displayed for this booking in the booking summary.
[[Image:Charges.png|600px|link=]]
[[Media:Charges.png|view large]]
=== Invoice ===
In the tab ''INVOICE'' you can generate and print an Invoice.
*The Customisation for the invoice can also be printed with a message you can specify under done SETTINGS -> GUEST MANAGEMENT -> INVOICE.
[[Image:Invoice.png|600px|link=]]
[[Image:Group-Invoice.png|600px|link=]]
[[Media:Group-Invoice.png|view large]]
 
 
*If a booking required separate invoices (i.e. room charged to a company, extras charged to the guest) you can use the "Invoicee" function in SETTINGS -> GUEST MANAGEMENT -> INVOICEE.
=== Mail ===
=== Guests===
In the tab "Guests" tab you can see information from and manage the connection of the booking to the guest database (GUEST in top menu),
[[Image:Guest.png|600px|link=]]
[[Media:Guest.png|view large]]
 
You have the option to add guests to the booking or remove guests. Guests can also be deleted if they are not connected to another bookings.
 
*Create Guest from Booking : A guest will be created from the information from the "Summary" tab of the booking.
*Create New Guest: A new guest will be added to the database.
*Add Existing Guest: Search the database for an existing guest to add it to the booking.
 
Note: Updating a guest will not change the content to the "Summary" tab of the booking.
 
=== Prevent Room Changes===
If a booking is imported from a channel and you have changed the room in Beds24 you need to change the setting for "Allow Channel Modifications" in the "Details" tab ot the booking to prevent the channel to override the room change with the next update.
 
If the info codes LOCKROOM or LOCKUNIT manual room changes by staff are not possible.
 
If you do not see these in the the drop down list you can manually add them in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "
=== Logs===
Direct booking can be cancelled by changing the status to "Cancelled". For bookings from channels the cancellation has to be made on the channel either by the guest or by the channel. If this is not possible you can change the status in Beds24 and set "Allow Channel Modifications" = No in the "Details" tab of the booking. This will stop the channel to override the status change but not actually cancel the booking in the channel.
You can allow guests to cancel bookings themselves. By default the system uses the policy you can set under SETTINGS -> PROPERTIES -> BOOKING RULES. You have the option to override these settings for offers (SETTINGS -> PROPERTIES -> ROOMS->OFFERS) or individual bookings. If you allow cancellations you can send your guests a link to let them cancel via the system without contacting you. Include the template variable [CANCELURL] into your e-mail confirmation message. When guests cancel a booking they will receive a system notification that the booking was cancelled. If required you can set up an additional Auto Action Email in SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS.
=== Bulk Changes===

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