Difference between revisions of "Category:Bookings"

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After clicking on '''BOOKINGS''' in the top menue you will see your bookings in  a  a CALENDAR view or LIST view. By default you will see all bookings from today.  You can use the selector to view only certain bookings.  
 
After clicking on '''BOOKINGS''' in the top menue you will see your bookings in  a  a CALENDAR view or LIST view. By default you will see all bookings from today.  You can use the selector to view only certain bookings.  
  
You can edit a booking by clicking on it to open the booking in a popup.
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You can edit a booking by clicking on it to open the booking in a popup. When you open the booking you see several tabs:
  
 +
<div style="display: none">
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=== Info ===
 +
 +
 +
</div>
 +
=== Summary ===
 
[[Image:Summary.png|500px|link=]]
 
[[Image:Summary.png|500px|link=]]
 
[[Media:Summary.png|view large]]
 
[[Media:Summary.png|view large]]
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[[Media:Detail.png|view large]]
 
[[Media:Detail.png|view large]]
  
 
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=== Charges and Payments ===
 
In the tab ''Charges and Payments'' you may enter more charges and payments manually.
 
In the tab ''Charges and Payments'' you may enter more charges and payments manually.
  
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[[Media:Charges.png|view large]]
 
[[Media:Charges.png|view large]]
  
 
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=== Invoice ===
 
In the tab ''INVOICE'' you print an Invoice
 
In the tab ''INVOICE'' you print an Invoice
  
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[[Media:Group-Invoice.png|view large]]
 
[[Media:Group-Invoice.png|view large]]
  
 
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=== Mail ===
 
In the tab "Mail" you can send out the standard e-mails you have defined under GUEST MANAGEMENT  
 
In the tab "Mail" you can send out the standard e-mails you have defined under GUEST MANAGEMENT  
  
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[[Media:Mail.png|view large]]
 
[[Media:Mail.png|view large]]
  
 
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=== Guests===
 
In the tab "Guests" tab you can see information from the guest database (GUEST in top menu)
 
In the tab "Guests" tab you can see information from the guest database (GUEST in top menu)
  
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[[Media:Guest.png|view large]]
 
[[Media:Guest.png|view large]]
  
 
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=== Logs===
"Logs" shows all changes which have been made.  
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The logs shows all changes which have been made.  
  
 
[[Image:Logs.png|500px|link=]]
 
[[Image:Logs.png|500px|link=]]
 
[[Media:Logs.png|view large]]
 
[[Media:Logs.png|view large]]
  
'''Delete Bookings'''
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=== Delete Bookings ===
 
 
 
Deleted bookings are permanently removed from the system and can not be restored.   
 
Deleted bookings are permanently removed from the system and can not be restored.   
  
'''Bulk Changes'''
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=== Bulk Changes===
  
 
To bulk change the status of bookings go to  SUB ACCOUNT (top right menu) then click on  "Manage Account" then  "Manage Property" then "Manage Room".
 
To bulk change the status of bookings go to  SUB ACCOUNT (top right menu) then click on  "Manage Account" then  "Manage Property" then "Manage Room".
  
 
To bulk delete bookings the status has to be changed to "Cancelled" first.
 
To bulk delete bookings the status has to be changed to "Cancelled" first.

Revision as of 08:18, 5 April 2016

This page is about the menu BOOKINGS

1 Add Bookings

Bookings are entered into the system by the following methods:

  • online by your guest using the availability calendars, booking buttons and booking page.
  • manually by yourself.
  • imported from other channels by the channel synchroniser.


BOOKINGS.png view large


Status

"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.

Add a new booking

Click on the ADD BOOKING Button on the top right. Alternatively you can add bookings in DASHBORARD -> ROOM GRID under INVENTORY.


2 Manage bookings

After clicking on BOOKINGS in the top menue you will see your bookings in a a CALENDAR view or LIST view. By default you will see all bookings from today. You can use the selector to view only certain bookings.

You can edit a booking by clicking on it to open the booking in a popup. When you open the booking you see several tabs:

2.1 Info

2.2 Summary

Summary.png view large


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 variable can be used to display this text as "hovertext" when the mouse cursor is positioned over the flagged booking in the Calendar view.

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.

Detail.png view large

2.3 Charges and Payments

In the tab Charges and Payments you may enter more charges and payments manually.

  • Enter chargeable items or and payments. Click Recalculate to update the balance and enter a blank new row.
  • 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.

Charges.png view large

2.4 Invoice

In the tab INVOICE you print an Invoice

  • The invoice can also be printed with a message you can specify under SETTINGS -> GUEST MANAGEMENT -> INVOICE

Invoice.png view large


You can also manage and create group bookings.

  • Changes have to be made in each individual booking

Group-Invoice.png view large

2.5 Mail

In the tab "Mail" you can send out the standard e-mails you have defined under GUEST MANAGEMENT

Mail.png view large

2.6 Guests

In the tab "Guests" tab you can see information from the guest database (GUEST in top menu)

Guest.png view large

2.7 Logs

The logs shows all changes which have been made.

Logs.png view large

2.8 Delete Bookings

Deleted bookings are permanently removed from the system and can not be restored.

2.9 Bulk Changes

To bulk change the status of bookings go to SUB ACCOUNT (top right menu) then click on "Manage Account" then "Manage Property" then "Manage Room".

To bulk delete bookings the status has to be changed to "Cancelled" first.