Deposit Collection: Difference between revisions
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[[Category:Automation]] | [[Category:Automation]] | ||
<div class="heading">Payment Collection for Direct Online Bookings on the Booking page</div> | <div class="heading">Payment Collection for Direct Online Bookings on the Booking page</div> | ||
This page is about the menu {{#fas:cog}} (SETTINGS) > | This page is about the menu {{#fas:cog}} (SETTINGS) > BOOKING ENGINE and explains how to collect deposits or full payments for direct online bookings. | ||
__TOC__ | __TOC__ | ||
= | =Summary= | ||
When you require a payment the guest will not be able to complete the booking if they do not make a payment. You can choose which if bookings where guests did not complete the payments are considered "Cancelled" or "Requests". | <div class="summarybox"> | ||
When you require a '''payment for direct bookings from your booking page''', the guest will not be able to complete the booking if they do not make a payment. You can choose which if bookings where guests did not complete the payments are considered "Cancelled" or "Requests". | |||
To use this options you need a account with the payment gateway you want to use and connect it to Beds24. Payments will be made directly into your account with the gateway through which the guest makes the payment. Beds24 will be notified about the payment and the payment amount will be added to the "Charges and Payments" tab of the booking. | To use this options you '''need a account with the payment gateway you want to use and connect it to Beds24'''. Payments will be made directly into your account with the gateway through which the guest makes the payment. Beds24 will be notified about the payment and the payment amount will be added to the "Charges and Payments" tab of the booking. | ||
If you offer guests to pay via bank transfer or cheque you can provide instructions on how to do this using "Offline Payments". The guest will then need to confirm that they will make the payment to finish the booking. For offline payments you will need to enter the payment manually into the "Charges and Payments" tab and adjust the status of the booking manually if required. | If you offer guests to pay via bank transfer or cheque you can provide instructions on how to do this using "Offline Payments". The guest will then need to confirm that they will make the payment to finish the booking. For offline payments you will need to enter the payment manually into the "Charges and Payments" tab and adjust the status of the booking manually if required. | ||
</div> | |||
=Setup= | =Setup= | ||
'''Step 1: Acitvate Deposit Collection''' | '''Step 1: Acitvate Deposit Collection''' | ||
1. Go to {{#fas:cog}} (SETTINGS) | 1. Go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE | ||
*Select the "Non Payment Booking Status". | *Select the "Non Payment Booking Status". | ||
**'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS. | **'''Request''': When the guest clicks "Confirm Booking" the room gets reserved for the guest and will not be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the status of the room will still be blocked with the request status. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS. | ||
NOTE : {{#fas:cog}} (SETTINGS) BOOKING ENGINE "Request Bookings" - Do not block the room - this has been depreciated with the introduction of Inquiry status. | |||
**'''Inquiry''': When the guest clicks "Confirm Booking" the booking is entered in to the calendar, but will not block the room. The dates will be available for other guests to book. When they make a successful payment the status of the booking will automatically change to confirmed. If the payment is aborted or not successful the room will not be blocked. You will then either need to change the status manually to cancelled or use an auto action to automatically change the status of Request bookings to Cancelled after a preset time. Auto Actions can be set up in {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS. | |||
**'''Cancelled''': When the guest clicks "Confirm Booking" the room will not be reserved until the payment has completed. Other guests can still book the room until a successful payment has been made leaving a small risk of double bookings. | **'''Cancelled''': When the guest clicks "Confirm Booking" the room will not be reserved until the payment has completed. Other guests can still book the room until a successful payment has been made leaving a small risk of double bookings. | ||
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*The currency used by will be the currency you have set in the {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION''' currency to receive payments setting. | *The currency used by will be the currency you have set in the {{#fas:cog}} (SETTINGS) PROPERTIES > DESCRIPTION''' currency to receive payments setting. | ||
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[[Image:DBpaymentOCT.jpg|500px|link=]] | |||
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'''Step 4: Adjust your booking rule''' | '''Step 4: Adjust your booking rule''' | ||
*Go to {{#fas:cog}} (SETTINGS) | *Go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE | ||
*Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2. | *Set "Booking Type" to either the Deposit Collection 1 or Deposit Collection 2. | ||
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This allows you for example to take a different deposit in high and low season or for normal and last minute bookings. | This allows you for example to take a different deposit in high and low season or for normal and last minute bookings. | ||
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The booking rules for Fixed Prices will override rules for rooms and booking rules for offers will override property booking rules. | <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The booking rules for Fixed Prices will override rules for rooms and booking rules for offers will override property booking rules. | ||