Difference between revisions of "Gift Vouchers"
(3 intermediate revisions by one other user not shown) | |||
Line 3: | Line 3: | ||
This page explains how to set up Gift Vouchers | This page explains how to set up Gift Vouchers | ||
− | == | + | = Use = |
− | |||
− | + | 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 | |
− | + | Go to {{#fas:cog}} (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". | ||
− | 2 | + | '''Step 2''' – Create Gift Voucher type. |
− | + | Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS and ADD a New Room. | |
− | Go to | ||
− | + | <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 | Go to {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP | ||
− | *enter "Name" – Gift Voucher | + | *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 | *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 | + | <span class="" style="color: #f3e504; font-size: 120%;" >{{#fas:lightbulb}} </span> Enter in "Accommodation Type" what the guest books e.g. "Gift Voucher |
− | |||
− | 3. Set the prices for your Vouchers | + | '''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] | ||
− | 4. Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > PROPERTY BOOKING PAGE > | + | 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 {{#fas:cog}} (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.[https://wiki.beds24.com/index.php/Responsive_Booking_Page Booking page] | ||
+ | |||
+ | Create the Booking page for people to buy the Gift Vouchers. | ||
+ | |||
+ | 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. | ||
− | |||
− | + | 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 {{#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
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.