17,530
edits
Changes
Jump to navigation
Jump to search
*manually by yourself.
*imported from other channels by the channel manager.
=== Manually add a new booking ===
==== Icons ====
<span class="circle" >Tip</span> ''Enhance display of bookings with icons.''
1. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show.
*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. 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".
**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".
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===
