Category:Bookings: Difference between revisions

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=== Info ===

The Info tab consists of a customizable summary ("Booking Info Template") of the booking information and a set of info items which can be attached to a booking. Booking Info Templates can contain [[Template_Variables|template variables]].

'''Booking Info Template'''

The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables.

If you want to hide the info tab go to SUB ACCOUNT (top right Menu) then click on "Manage Account" and add the phrase '''bookedit-info''' in "Hide menu pages"

'''Info Items'''

Info items can be attached to a booking. They consist of an "Info Code" and a freetext filed in which you can add additional notes. They are a powerful function which can be used:

*for reporting in [[:category:Reports|custom reports]] to show or hide selected bookings

*to trigger[[Auto_Actions|auto actions]] for bookings with certain criteria

*to filter bookings

*to mark certain bookings with icons

[[Image:info.png|600px|link=]]

[[Media:info.png|view large]]

~~The Info tab consists of a customizable summary of the booking information and a set of~~ info ~~items which can be attached to a booking.~~

Preset info codes are:

CHECKIN (used for check-in / check-out function)

~~The customizable summary can be created~~ in ~~SETTINGS->ACCOUNT~~ -~~> PREFERENCES "Booking Info Template" using template variables~~

CHECKOUT used for check-in / check-out function)

~~Info codes can be added from the preset list. You can add manual notes.~~

DEPOSIT used for check-in / check-out function)

~~The info code can be used in [[:category:Reports|custom reports]] to show or hide selected bookings and also in Auto Actions.~~

PAID

For example, if you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom reports to show custom reports by showing booking which include the info code ~~"CHECKEDIN" and excluding those that have the info code "CHECKEDOUT.~~

UNPAID

LOCKROOM (this will prevent room changes)

~~You can also use [[Template_Variables|template variables]].~~

LOCKUNIT (this will prevent room changes and unti changes)

~~Preset info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "~~

Example:

~~'''Ideas for commonly used~~ info ~~codes'''~~

For example, if you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom reports to show custom reports by showing booking which include the info code "CHECKEDIN" and excluding those that have the info code "CHECKEDOUT.

~~LOCKROOM (this will prevent room changes)~~

'''Create your own info codes'''

~~LOCKUNIT (this will prevent room changes and unti changes)~~

Presets for info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ". Ideas for commonly used info codes:

BREAKFAST

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LOCKSTATE_PIN (for customers using our integration with Lockstate lock system)

==== Icons ====

You can enhance display of bookings with icons.

~~If you want~~ to ~~hide the info tab go~~ to ~~SUB~~ ACCOUNT ~~(top right Menu) then click on~~ "~~Manage Account~~" and ~~add~~ the ~~phrase '''bookedit~~-info~~'''~~ in ~~"Hide menu pages"~~

1. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show.

2. Go to SETTINGS->ACCOUNT -> PREFERENCES and and create "Booking Info Code Presets".

Supported are all free solid [https://fontawesome.com/icons?d=gallery&s=solid&m=free Font Awesome icons]. Get the name for the icons you want to use from there and enter I- followed by the icon name :

I-money-bill

I-bell

You will then be able to select the info code from the list of presets in the booking. If you add a text with it will show when you hover on the icon.

=== Summary ===

@@ Line 81: / Line 81: @@
 === Info ===
+The Info tab consists of a customizable summary ("Booking Info Template") of the booking information and a set of info items which can be attached to a booking.  Booking Info Templates can contain  [[Template_Variables|template variables]].
+'''Booking Info Template'''
+The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables.
+If you want to hide the info tab go to SUB ACCOUNT (top right Menu) then click on "Manage Account" and add the phrase '''bookedit-info''' in "Hide menu pages"
+'''Info Items'''
+Info items can be attached to a booking. They consist of an "Info Code" and a freetext filed in which you can add additional notes. They are a powerful function which can be used:
+*for reporting in [[:category:Reports|custom reports]]  to show or hide selected bookings
+*to trigger[[Auto_Actions|auto actions]]  for bookings with certain criteria
+*to filter bookings
+*to mark certain bookings with icons
 [[Image:info.png|600px|link=]]
 [[Media:info.png|view large]]
-The Info tab consists of a customizable summary of the booking information and a set of info items which can be attached to a booking.
+Preset info codes are:
+CHECKIN (used for check-in / check-out function)
-The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables
+CHECKOUT used for check-in / check-out function)
-Info codes can be added from the preset list. You can add manual notes.
+DEPOSIT used for check-in / check-out function)
-The info code can be used in [[:category:Reports|custom reports]]  to show or hide selected bookings and also in Auto Actions.
+PAID
-For example, if you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom reports to show custom reports by showing booking which include the info code  "CHECKEDIN" and excluding those that have the info code "CHECKEDOUT.
+UNPAID
+LOCKROOM  (this will prevent room changes)
-You can also use [[Template_Variables|template variables]].
+LOCKUNIT (this will prevent room changes and unti changes)
-Preset info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "
+Example:
-'''Ideas for commonly used info codes'''
+For example, if you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom reports to show custom reports by showing booking which include the info code  "CHECKEDIN" and excluding those that have the info code "CHECKEDOUT.
-LOCKROOM  (this will prevent room changes)
+'''Create your own info codes'''
-LOCKUNIT (this will prevent room changes and unti changes)
+Presets for info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ".  Ideas for commonly used info codes:
 BREAKFAST
@@ Line 116: / Line 138: @@
 LOCKSTATE_PIN (for customers using our integration with Lockstate lock system)
+==== Icons ====
+You can enhance display of bookings with icons.
-If you want to hide the info tab go to SUB ACCOUNT (top right Menu) then click on "Manage Account" and add the phrase '''bookedit-info''' in "Hide menu pages"
+. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show.
+. Go to SETTINGS->ACCOUNT -> PREFERENCES and and create "Booking Info Code Presets".
+Supported are all free solid [https://fontawesome.com/icons?d=gallery&s=solid&m=free Font Awesome icons]. Get the name for the icons you want to use from there and enter I- followed by the icon name :
+I-money-bill
+I-bell
+You will then be able to select the info code from the list of presets in the booking. If you add a text with it will show when you hover on the icon.
 === Summary ===

Category:Bookings: Difference between revisions

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