Difference between revisions of "Category:Bookings"
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=== Info === | === Info === | ||
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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. | 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. | ||
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=== Summary === | === Summary === | ||
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[[Media:Summary.png|view large]] | [[Media:Summary.png|view large]] | ||
| + | The "Slice" function allows to divide a booking into individual bookings with different start and end dates. | ||
| + | == Detail == | ||
'''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 Variables|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. | '''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 Variables|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. | '''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. | ||
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*The balance will be calculated and displayed for this booking in the booking summary. | *The balance will be calculated and displayed for this booking in the booking summary. | ||
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*The invoice can also be printed with a message you can specify under SETTINGS -> GUEST MANAGEMENT -> INVOICE | *The invoice can also be printed with a message you can specify under SETTINGS -> GUEST MANAGEMENT -> INVOICE | ||
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[[Media:Invoice.png|view large]] | [[Media:Invoice.png|view large]] | ||
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*Changes have to be made in each individual booking | *Changes have to be made in each individual booking | ||
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[[Media:Group-Invoice.png|view large]] | [[Media:Group-Invoice.png|view large]] | ||
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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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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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The logs shows all changes which have been made. | The logs shows all changes which have been made. | ||
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Revision as of 12:31, 4 October 2016
This page is about the menu BOOKINGS
Contents
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.
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 menu 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
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.
The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables
Preset info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "
Info codes can be added from the preset list. You can add manual notes.
The info code can be used in custom reports to show or hide selected bookings and also in Auto Actions.
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".
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"
2.2 Summary
The "Slice" function allows to divide a booking into individual bookings with different start and end dates.
3 Detail
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.
3.1 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.
3.2 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
You can also manage and create group bookings.
- Changes have to be made in each individual booking
3.3 Mail
In the tab "Mail" you can send out the standard e-mails you have defined under GUEST MANAGEMENT
3.4 Guests
In the tab "Guests" tab you can see information from the guest database (GUEST in top menu)
3.5 Logs
The logs shows all changes which have been made.
3.6 Delete Bookings
Deleted bookings are permanently removed from the system and can not be restored.
3.7 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.
4 Template Variables
Template variable can be used to display information from the booking in confirmation messages to guests, auto action Emails, host notifications or invoices.
Subcategories
This category has the following 7 subcategories, out of 7 total.
Pages in category "Bookings"
The following 35 pages are in this category, out of 35 total. download this selection of articles as a PDF book
C
S
- Sell a room only if another room is unavailable
- Sell one room as more than one type
- Sell room as dorm and private room
- Sell Rooms with Priority
- Sending data to SEF
- Set Currency
- Stripe Channel Virtual Cards
- Stripe Credit Card
- Stripe deposit and balance
- Stripe full amount
- Stripe Payment Request
- Stripe Payment Schedule
- Stripe Security Deposit capture
