Difference between revisions of "Gift Vouchers"

From Beds24 Wiki
Jump to navigation Jump to search
 
(14 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 +
[[Category:Enhanced_Selling]]
 +
<div class="heading">Gift Vouchers</div>
 +
This page explains how to set up Gift Vouchers
  
 +
= Use =
  
−
[[Category:Enhanced_Selling]]
+
You want to sell Gift Vouchers that can be redeemed against an accommodation/lodging booking.
 +
 
 +
= How it works =
 +
There is no specific option to buy a Gift Voucher Beds24.
 +
 
 +
You can use the details in this page to create a property/rooms with a special setup to sell gift vouchers. The booking number which is unique is used as a voucher code.
 +
Guests can redeem the Gift Voucher against a booking in one, many or all of your properties.
 +
 
 +
= Set up =
 +
 
 +
'''Step 1''' – Create Gift Voucher property
  
−
''This page explains how to set up Gift Vouchers'''
+
Go to {{#fas:cog}} (SETTINGS) -> PROPERTIES and click on ADD NEW PROPERTY.
  
−
== How it works ==
+
*Click on EDIT and update the property details/description.
−
You use a property with a special set up to sell gift vouchers. The booking number which is unique is used as voucher code.  
+
*Enter the name (e.g. Gift Voucher) and the currency you accept.
 +
*Enter the contact details etc.
 +
*Set the "Type of Booking" to "Activity".
  
−
If you want guests to turn the voucher into a booking online you will also need to make some adjustments on your normal (lodging) property. If you require guests to contact you to redeem the voucher these steps are not required.  
+
'''Step 2''' – Create Gift Voucher type.
  
−
== Set up ==
+
Go to {{#fas:cog}} (SETTINGS)  PROPERTIES > ROOMS and ADD a New Room. 
−
=== Adjustments for your lodging property ===
 
−
1 Create a special booking page where vouchers can be redeemd
 
  
−
Go to RATES and open an existing rate you want to use or add a new rate. Enter the prices and conditions which apply to the agent in the tab "Summary". Make sure you set "Booking Type" = Request. Change to the tab "Channels" untick "www.beds24.com" and tick www.beds24.com - agents" to apply this rate only to the agent. If you have created multiple agent codes enter the code or codes of the agents you want to apply the price to in the field "Agent Codes".
+
<span class="" style="color: #f3e504; font-size: 120%;" >{{#fas:lightbulb}} </span> Create an individual Room for each Gift Voucher type you want to offer (e.g. different prices or types – Spa day, Gourmet Meal for 2, Cooking course, 50€, 100€, 150€)
  
 +
Go to  {{#fas:cog}} (SETTINGS)  PROPERTIES > ROOMS > SETUP
 +
*Click ‘Edit’ on the first ‘room’.
 +
*enter  "Name" – Gift Voucher – 50€ (for example)
 +
*Set the "Quantity"  = the number vouchers or items you want to sell per date.
 +
*Set "Unit Allocation"  = One per Guest
 +
*Set Collect Number of Guests = Yes
 +
*Maximum Guest to the same number as Quantity of this type
 +
*Set "Maximum Stay"  = Single Day Activity
 +
*Enter "Accommodation Type" = Gift Voucher
  
−
Rates set for the - agent channel will be shown only if the booking page is opened with the &agent=AGENT_CODE parameter in the URL The value of AGENT_CODE can be set uniquely for each property in SETTINGS->PROPERTIES->BOOKING RULES.
+
<span class="" style="color: #f3e504; font-size: 120%;" >{{#fas:lightbulb}} </span> Enter in "Accommodation Type" what the guest books e.g. "Gift Voucher
  
−
For example if the agent code is set to "giftvoucher" the url would be like https://www.beds24.com/booking.php?propid=2035&agent=giftvoucher
 
  
 +
'''Step 3.''' Set the prices for your Vouchers.
 +
You can use Daily Prices or Fixed Prices. See these instructions on how to set your prices [https://wiki.beds24.com/index.php/Category:Prices Create prices]
  
−
2. Add a Custom Question to your Booking page SETTINGS -> PROPERTIES-> BOOKING QUESTIONS so a guest has a Gift Voucher they wish to redeem, they can enter the Gift Voucher Number.  
+
Create one for each Voucher Type, set the price for Single and Extra Person (if you want to allow multiple vouchers to be booked at the same time).  
  
−
=== Set up "Gift  Voucher" property===
 
−
Go to SETTINGS -> PROPERTIES and click on ADD NEW PROPERTY.
 
  
−
Click on EDIT and you will get to PROPERTIES -> DESCRIPTION. Enter the name (e.g. Gift Voucher) and the currency you accept. Set the "Type of Booking" to "Activity".
+
'''Step 4'''. Setup the Booking page.  
  
−
Go to SETTINGS -> PROPERTIES-> ROOMS ->SETUP
+
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE.
−
*enter  "Name" – Gift Voucher
 
−
*set the "Quantity"  = the number places or items you have
 
−
*set "Unit Allocation"  = One per Guest
 
−
*set Collect Number of Guests = Yes
 
−
*Maximum Guest to the same number as Quantity of this type
 
−
*set "Maximum Stay"  = Single Day Activity
 
−
*enter "Accommodation Type" = gift voucher
 
  
−
Enter in "Accommodation Type" what the guest books e.g. "Gift Voucher
+
Setup the Layout, using modules as you need to design a good booking page for the purchase of the gift vouchers.[https://wiki.beds24.com/index.php/Responsive_Booking_Page Booking page]
  
−
2. Go to SETTINGS -> PROPERTIES->ROOMS and create individual Rooms/Units for each Gift Voucher you want to offer (e.g. different prices or types – Spa day, Gourmet Meal for 2, Cooking course)
+
Create the Booking page for people to buy the Gift Vouchers.  
  
−
3. Go to SETTINGS -> BOOKING PAGE->DEVELOPERS and exchange all phrases which refer to accommodation.  
+
Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > DEVELOPERS and exchange all phrases which refer to accommodation.  
  
 
Enter for example the following in "Custom Text"
 
Enter for example the following in "Custom Text"
Line 65: Line 80:
  
 
Click here to make another booking|Click here to make another purchase
 
Click here to make another booking|Click here to make another purchase
 +
  
 
To adjust the display further add the following CSS in "Custom CSS".  
 
To adjust the display further add the following CSS in "Custom CSS".  
  
−
*b24-selector-numadult{
+
*b24-selector-numadult{display: none; }
−
display: none;  
+
 
−
}
+
 
 +
'''Step 5. '''' Set the Booking rules
 +
Go to {{#fas:cog}} (SETTINGS)  PROPERTIES > BOOKING RULES
 +
*NORMAL BOOKINGS = Confirmed with Deposit Collection 2 – via payment gateway.
 +
 
 +
 
 +
'''Step 6.''' Setup Payment Rules/Gateway
 +
Go to {{#fas:cog}} (SETTINGS)  -> PAYMENTS->PAYMENT COLLECTION and set Deposit Collection 2 = 100%.
 +
Activate the Payment Gateways/options for payment at the time of booking. See here for more details [[Category:Payments:https://wiki.beds24.com/index.php/Category:Payments|Payment Gateways]]
 +
 
 +
 
 +
'''Step 7.''' Confirmation messages/Voucher details.
 +
Go to {{#fas:cog}} (SETTINGS)  -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "Gift voucher" property.
 +
Template variables should be used to customise the email to the purchaser with the details on how to use/redeem the Gift Voucher.
 +
You might want to include the Booking Page URL where the guest can use the voucher code.
 +
 
 +
=How to manage the voucher codes=
 +
 
 +
'''Step 1. ''' Create Auto Action to add Expiry date to booking.
 +
 
 +
Go to {{#fas:cog}} (SETTINGS)  -> GUEST MANAGEMENT -> AUTO ACTIONS.
 +
 
 +
Create new Auto Action.
 +
 
 +
'''Trigger tab:
 +
 
 +
Time:
 +
*Trigger Event = Check-in
 +
*Trigger Time = -365
 +
*Trigger Window = 365
 +
 
 +
Booking Source
 +
*Booking Source = All (for example)
 +
 
 +
Booking Conditions
 +
*Booking Status = All not Cancelled
 +
 
 +
'''Booking Info Tab:
 +
*Booking Info Code = EXPDATE
 +
*Booking Info Text = [FIRSTNIGHT:365 days] this will set the expiry date 1 year from the purchase date of the voucher.
 +
 
 +
 
 +
'''Step 2.''' Create Custom Report to manage the expired/un-redeemed vouchers
 +
 
 +
Go to REPORTS > CUSTOM REPORTS
 +
 
 +
Create new report, set Report Name = Gift Voucher – Due to expire
 +
 
 +
*Booking Date From = 365
 +
*Booking Date To = 180
 +
*Any booking info code = EXPDATE
 +
 
 +
Drap the Columns required for the report, select the columns
 +
*Group Ref
 +
*Booking Ref
 +
*Property
 +
*Room
 +
*Status
 +
*Booking Date
 +
*Invoice Charges
 +
*Booking Info Specified Columns
 +
 
 +
 
 +
'''Step 3.'''  How to Manage vouchers and bookings
 +
 
 +
You will receive a booking notification with the Booking id for the gift voucher.
 +
 
 +
If the voucher can be used for '''ALL''' of your properties, then go to {{#fas:cog}} (SETTINGS) -> BOOKING ENGINE -> MULTI BOOKING PAGE -> VOUCHER CODES, enter the booking id and the value. (23456789 100) when the guest enters the Voucher code in a future booking, they will receive a 100€ discount, applied at the time of the booking.
 +
 
 +
If the voucher can only be redeemed against '''ONE''' property, then go to go to {{#fas:cog}} (SETTINGS) -> BOOKING ENGINE -> PROPERTY BOOKING PAGE -> VOUCHER CODES, enter the booking id and the value. (23456789 100) when the guest enters the Voucher code in a future booking, they will receive a 100€ discount, applied at the time of the booking.
 +
 
  
 +
<span class="" style="color: #f3e504; font-size: 120%;" >{{#fas:lightbulb}} </span> Once the voucher code is used, it will be deleted from the list.
  
−
4. Go to SETTINGS -> PAYMENTS->PAYMENT COLLECTION and set up payment collection or use payment requests.
 
  
−
5. Go to SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise your the confirmation message for the "Gift voucher" property. .  
+
To manage the use of the Voucher codes, as a Voucher code is used in a booking then it will be deleted from the list in the Property Booking page > Voucher codes or Multi Property Page > Voucher code (where ever you have set them).  
  
−
We suggest at least delete everything from the default that refers to accommodation. If you allow guests to redeem their vouchers online put the URL you created above in the Email confirmation.
 
  
−
== Manage vouchers and bookings ==
+
'''Step 4.''' Expired Voucher Codes.  
−
Open the gift voucher bookings, go to "Charges & Payments" tab and delete the Charges section (usually the top row), use the red X. This will remove the Charges but leave the payment details.
 
  
−
When a guest sends a Booking Request with the Gift Voucher details entered in the Custom Question, copy and paste the Gift Voucher number, go to the Invoice Tab of the Request booking, then enter the Gift Voucher Number into the box ‘Add Existing Booking to Group’ this will create a ‘group booking’ and add the gift voucher value to the "Invoice" tab of the  Booking.  
+
Use the report created in Step 2 (above).  
  
−
*Set up an Auto Action to confirm to the Guest their Request is moved to Confirmed and provide the Booking with the Gift Voucher validation.  
+
For Voucher codes that have expired, then you need to remove them from the list, otherwise there is the potential for the voucher code to be used after the validation period.
−
*Setup an Auto Action to send Payment Request when payment required.
+
 +
Go to {{#fas:cog}} (SETTINGS) -> BOOKING ENGINE -> PROPERTY BOOKING PAGE -> VOUCHER CODES and/or {{#fas:cog}} (SETTINGS) -> BOOKING ENGINE -> MULTI BOOKING PAGE -> VOUCHER CODES and remove the expired voucher code from the list.

Latest revision as of 23:04, 8 January 2024

Gift Vouchers
This page explains how to set up Gift Vouchers

1 Use

You want to sell Gift Vouchers that can be redeemed against an accommodation/lodging booking.

2 How it works

There is no specific option to buy a Gift Voucher Beds24.

You can use the details in this page to create a property/rooms with a special setup to sell gift vouchers. The booking number which is unique is used as a voucher code. Guests can redeem the Gift Voucher against a booking in one, many or all of your properties.

3 Set up

Step 1 – Create Gift Voucher property

Go to (SETTINGS) -> PROPERTIES and click on ADD NEW PROPERTY.

  • Click on EDIT and update the property details/description.
  • Enter the name (e.g. Gift Voucher) and the currency you accept.
  • Enter the contact details etc.
  • Set the "Type of Booking" to "Activity".

Step 2 – Create Gift Voucher type.

Go to (SETTINGS) PROPERTIES > ROOMS and ADD a New Room.

Create an individual Room for each Gift Voucher type you want to offer (e.g. different prices or types – Spa day, Gourmet Meal for 2, Cooking course, 50€, 100€, 150€)

Go to (SETTINGS) PROPERTIES > ROOMS > SETUP

  • Click ‘Edit’ on the first ‘room’.
  • enter "Name" – Gift Voucher – 50€ (for example)
  • Set the "Quantity" = the number vouchers or items you want to sell per date.
  • Set "Unit Allocation" = One per Guest
  • Set Collect Number of Guests = Yes
  • Maximum Guest to the same number as Quantity of this type
  • Set "Maximum Stay" = Single Day Activity
  • Enter "Accommodation Type" = Gift Voucher

Enter in "Accommodation Type" what the guest books e.g. "Gift Voucher


Step 3. Set the prices for your Vouchers. You can use Daily Prices or Fixed Prices. See these instructions on how to set your prices Create prices

Create one for each Voucher Type, set the price for Single and Extra Person (if you want to allow multiple vouchers to be booked at the same time).


Step 4. Setup the Booking page.

Go to (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE.

Setup the Layout, using modules as you need to design a good booking page for the purchase of the gift vouchers.Booking page

Create the Booking page for people to buy the Gift Vouchers.

Go to (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > DEVELOPERS and exchange all phrases which refer to accommodation.

Enter for example the following in "Custom Text"

Check in|Purchase Date

Book Multiple|Buy Multiple

Book|Buy

Guest|Gift voucher

Guests|Gift voucher

Click to Book Now|Click to Buy Now

Confirm Booking|Buy Now

Guest Details|Details

Click here to make another booking|Click here to make another purchase

Click here to make another booking|Click here to make another purchase


To adjust the display further add the following CSS in "Custom CSS".

  • b24-selector-numadult{display: none; }


Step 5. ' Set the Booking rules Go to (SETTINGS) PROPERTIES > BOOKING RULES

  • NORMAL BOOKINGS = Confirmed with Deposit Collection 2 – via payment gateway.


Step 6. Setup Payment Rules/Gateway Go to (SETTINGS) -> PAYMENTS->PAYMENT COLLECTION and set Deposit Collection 2 = 100%. Activate the Payment Gateways/options for payment at the time of booking. See here for more details


Step 7. Confirmation messages/Voucher details. Go to (SETTINGS) -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES and customise the confirmation message for the "Gift voucher" property. Template variables should be used to customise the email to the purchaser with the details on how to use/redeem the Gift Voucher. You might want to include the Booking Page URL where the guest can use the voucher code.

4 How to manage the voucher codes

Step 1. Create Auto Action to add Expiry date to booking.

Go to (SETTINGS) -> GUEST MANAGEMENT -> AUTO ACTIONS.

Create new Auto Action.

Trigger tab:

Time:

  • Trigger Event = Check-in
  • Trigger Time = -365
  • Trigger Window = 365

Booking Source

  • Booking Source = All (for example)

Booking Conditions

  • Booking Status = All not Cancelled

Booking Info Tab:

  • Booking Info Code = EXPDATE
  • Booking Info Text = [FIRSTNIGHT:365 days] this will set the expiry date 1 year from the purchase date of the voucher.


Step 2. Create Custom Report to manage the expired/un-redeemed vouchers

Go to REPORTS > CUSTOM REPORTS

Create new report, set Report Name = Gift Voucher – Due to expire

  • Booking Date From = 365
  • Booking Date To = 180
  • Any booking info code = EXPDATE

Drap the Columns required for the report, select the columns

  • Group Ref
  • Booking Ref
  • Property
  • Room
  • Status
  • Booking Date
  • Invoice Charges
  • Booking Info Specified Columns


Step 3. How to Manage vouchers and bookings

You will receive a booking notification with the Booking id for the gift voucher.

If the voucher can be used for ALL of your properties, then go to (SETTINGS) -> BOOKING ENGINE -> MULTI BOOKING PAGE -> VOUCHER CODES, enter the booking id and the value. (23456789 100) when the guest enters the Voucher code in a future booking, they will receive a 100€ discount, applied at the time of the booking.

If the voucher can only be redeemed against ONE property, then go to go to (SETTINGS) -> BOOKING ENGINE -> PROPERTY BOOKING PAGE -> VOUCHER CODES, enter the booking id and the value. (23456789 100) when the guest enters the Voucher code in a future booking, they will receive a 100€ discount, applied at the time of the booking.


Once the voucher code is used, it will be deleted from the list.


To manage the use of the Voucher codes, as a Voucher code is used in a booking then it will be deleted from the list in the Property Booking page > Voucher codes or Multi Property Page > Voucher code (where ever you have set them).


Step 4. Expired Voucher Codes.

Use the report created in Step 2 (above).

For Voucher codes that have expired, then you need to remove them from the list, otherwise there is the potential for the voucher code to be used after the validation period.

Go to (SETTINGS) -> BOOKING ENGINE -> PROPERTY BOOKING PAGE -> VOUCHER CODES and/or (SETTINGS) -> BOOKING ENGINE -> MULTI BOOKING PAGE -> VOUCHER CODES and remove the expired voucher code from the list.

Retrieved from "https://wiki.beds24.com/index.php?title=Gift_Vouchers&oldid=24352"