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2,112 bytes added, 11:26, 15 July 2019
*manually by yourself.
*imported from other channels by the channel manager.
=== Manually add a new booking ===
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"
*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
CHECKOUT used for check-in / check-out function)
DEPOSIT used for check-in / check-out function)
LOCKSTATE_PIN (for customers using our integration with Lockstate lock system)
After you have created an info code will be able to manually add it from the list of presets in the booking or automatically add them via [[Auto_Actions|auto actions]].
==== Icons ====
<span class="circle" >Tip</span> ''Enhance display of bookings with icons.''
1. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show.
2. Go to SETTINGS->ACCOUNT -> PREFERENCES and and create "Booking Info Code PresetsValues".
Supported are all free solid [ Font Awesome icons]. Get the name for the icons you want to use from there and enter I- followed by the icon name :
You After you have created an info code will then be able to select the info code manually add it from the list of presets in the bookingor automatically add them via [[Auto_Actions|auto actions]]. If you add a text with it will show when you hover on the icon.
=== Summary ===
=== Charges and Payments ===
In the tab ''Charges and Payments'' you may can manage guests charges and payments.  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 '''pending payments'''. Click on the + icon to add and enter more 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 manuallyor 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.
*Enter chargeable 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 or and paymentsfor reporting. You can preset your status values in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items". Click Recalculate to update  By default the description of the balance lodging price displays room name, check-in date and enter a blank new rowcheck-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.
[[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.
[[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 ===
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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