Refund Vouchers: Difference between revisions

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It is possible to use the Custom Question to trigger Auto Actions,  
It is possible to use the Custom Question to trigger Auto Actions,  
Trigger tab :-  
Trigger tab :-  
Booking Field Does Not Contain = Custom Question X - (leave next field blank) then this auto action will only trigger if the Custom Question field is filled.
Booking Field Does Not Contain = Custom Question X - (leave next field blank) then this auto action will only trigger if the Custom Question field is filled.
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=== How it works ===
=== How it works ===


Utilise the Group function in Beds24 to link the cancelled booking with the payment details to a new booking.  
You have bookings that have been cancelled, you are not refunding the payments however would like to honor the payments collected for a future date.
 
You would like to keep the details of the original booking charges.
 
The option will utilise the Group function in Beds24 to link the cancelled booking with the payment details to a new booking.  


The original booking id/reservation number will be used as the Guest Voucher code.
The original booking id/reservation number will be used as the Guest Voucher code.


=== Set up - Manage Original Booking ===
=== Set up Property/Booking ===


1. Create an Invoicee
1. Create an Invoicee
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Go to SETTINGS ->  GUEST MANAGEMENT -> INVOICEES > Create New Invoicee
Go to SETTINGS ->  GUEST MANAGEMENT -> INVOICEES > Create New Invoicee


1. Create the Name and details - for example Invoice = COVID-19
2. Create the Name and details - for example Invoice = COVID-19


2. Booking Status = Cancelled


Open the Booking, go to "Charges & Payments" tab and for each 'charge' click ... (3 dots - far right) and select Invoicee - COVID-19, repeat for each 'charge' you will see the values at the bottom of the page.
=== Set up Booking Question===


Payments leave as is
3. Go to SETTINGS -> PROPERTIES-> BOOKING QUESTIONS, so the guest can enter the original booking id.
 
Go to SETTINGS -> PROPERTIES-> BOOKING QUESTIONS >
 
Create a Custom Booking Question:
 
*Question = "Please provide Original Booking id" (for example)
 
*Type = Single Line Field
 
*Usage = Optional
 
=== Manage bookings ===


=== Set up Booking Question===
4. Original Booking Status = Cancelled (you can manually cancel the booking or it has been cancelled by a Channel)


Open the Booking,
*Go to "Charges & Payments" tab and for each 'charge' click ... (3 dots - far right) and select Invoicee - COVID-19, repeat for each 'charge' you will see the values at the bottom of the page.


3. Add a Custom Question to your Booking page go to SETTINGS -> PROPERTIES-> BOOKING QUESTIONS, so the guest can enter the original booking id.
Payments leave as is


Create a Custom Booking Question
5. New bookings


Question - Please provide Original Booking id (for example)
When a guest creates a new booking with details entered in the Custom Question,
Type - Single Line Field
Usage - Optional


*Copy and paste the Original Booking Number,
*Go to the Invoice Tab of the New booking,
*Enter the Original Booking Number into the box ‘Add Existing Booking to Group’ - this will create a ‘group booking’ and add the Original value to the "Invoice" tab of the  Booking.


=== Manage new bookings ===
6. Create an Auto Action to send email confirmation to the guest.


When a guest creates a new booking with details entered in the Custom Question, copy and paste the Original Booking Number, go to the Invoice Tab of the New booking, then enter the Original Booking Number into the box ‘Add Existing Booking to Group’ this will create a ‘group booking’ and add the Original value to the "Invoice" tab of the  Booking.
*Go to SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS


*Set up an Auto Action to confirm to the Guest their original booking/payments have been applied to the new booking and provide the Booking details.
It is possible to use the Custom Question to trigger Auto Actions,


*Setup an Auto Action to send Payment Request if payment required.
Trigger tab :-
Booking Field Does Not Contain = Custom Question X - (leave next field blank) then this auto action will only trigger if the Custom Question field is filled.
 
Message tab :-
Enter the text you need to send to the guest with/without a payment link if there is additional payment required.




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=== How it works ===
=== How it works ===
You want to offer your guests the opportunity to make a booking with a special price, due to cancellation or special circumstance.


This option utilises the 'Agent' functions in Beds24.  
This option utilises the 'Agent' functions in Beds24.  


Special prices and booking page for your guests.
=== Special prices and booking page for your guests. ===


You can create a special booking page which can be used to sell your property at different prices. This can be used for example if you have re-booking after cancellations.
You can create a special booking page which can be used to sell your property at different prices. This can be used for example if you have re-booking after cancellations.
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=== Setup the booking page ===
=== Setup the booking page ===


Go to SETTINGS ->BOOKING ENGINE-> BOOKING PAGE-> BEHAVIOUR. Enter your "Agent Code". Then add the agency code in the format &agent=AGENT_CODE_SETTING to the URL of your booking page.
1. Go to SETTINGS ->BOOKING ENGINE-> BOOKING PAGE-> BEHAVIOUR. Enter your "Agent Code".  
 
Then you can add the agency code in the format &agent=AGENT_CODE_SETTING to the URL of your booking page.


Example: Your booking page is: https://www.beds24.com/booking2.php?propid=13208
Example: Your booking page is: https://www.beds24.com/booking2.php?propid=13208
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If you require to see the bookings created by this Agent, then add &referer to the URL
If you require to see the bookings created by this Agent in reports or use to trigger Auto Actions, then add &referer to the URL


Your agency URL is: https://www.beds24.com/booking2.php?propid=13208&agent=COVID19&referer=COVID19
Your agency URL is: https://www.beds24.com/booking2.php?propid=13208&agent=COVID19&referer=COVID19
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Create an Offer to use/manage the availability of these Daily Prices/Offers.
Create an Offer to use/manage the availability of these Daily Prices/Offers.


Go to SETTINGS-> PROPERTIES-> OFFERS and create an offer, set the 'Enable' Always OR Only when available, Booking Type, Allow Cancellations. (Depending on how you want to manage these bookings).  
2. Go to SETTINGS-> PROPERTIES-> OFFERS and create an offer, (Depending on how you want to manage these bookings).
*Set the 'Enable' Always OR Only when available,  
*Booking Type,  
*Allow Cancellations.  
 
3. Create the prices
 
*Using daily prices:
 
Go to SETTINGS-> PROPERTIES-> ROOMS-> DAILY PRICES click on "Edit",
*set the offer and activate the daily price for www.beds24.com - agents.
*Enter the Agent code(s)
 
If you have created multiple agent codes enter the code or codes of the agents you want to apply the price to in the field "Agent Codes".


Using daily prices:
Go to Calendar,
*Enter the prices for this Daily Price.


Go to SETTINGS-> PROPERTIES-> ROOMS-> DAILY PRICES click on "Edit", set the offer and activate the daily price for www.beds24.com - agents. If you have created multiple agent codes enter the code or codes of the agents you want to apply the price to in the field "Agent Codes".
*Using Rates:


Using Rates:
Go to RATES and open an existing rate you want to use or add a new rate.
*Enter the prices and conditions which apply to the agent in the tab "Summary".
*Set the Offer in the tab 'Room'.
*Go to the tab "Channels" untick "www.beds24.com" and tick www.beds24.com - agents" to apply this rate only to the agent.
*Enter the Agent code(s)


Go to RATES and open an existing rate you want to use or add a new rate. Enter the prices and conditions which apply to the agent in the tab "Summary". Set the Offer in the tab 'Room'. Go to the tab "Channels" untick "www.beds24.com" and tick www.beds24.com - agents" to apply this rate only to the agent. If you have created multiple agent codes enter the code or codes of the agents you want to apply the price to in the field "Agent Codes".
If you have created multiple agent codes enter the code or codes of the agents you want to apply the price to in the field "Agent Codes".


=== Manage bookings/discount link ===
=== Manage bookings/discount link ===
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  If you have setup different Codes for each of the Channels, then ensure you select the appropriate 'Booking Source'
  If you have setup different Codes for each of the Channels, then ensure you select the appropriate 'Booking Source'
4. Create an Auto Action to send email to the guests you are offering the Special Rate to.
*Go to SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS
Consider the bookings that were cancelled and how to identify then so you can send the URL to those guests. Did you apply a Booking Info Code, or add NOTES? 
Trigger tab :-
Booking Status = Cancelled
Booking Info Code = COVID19 (for example)
Message tab :-
Enter the text you need to send to the guest with the Special Booking Page.


Your normal Booking page URL = https://www.beds24.com/booking2.php?propid=13208 then you add the Agent code details &=COVID19
Your normal Booking page URL = https://www.beds24.com/booking2.php?propid=13208 then you add the Agent code details &=COVID19
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*If you use any software (like bitly.com) that can shorten URL links, you can mask the URL if you prefer, have a look on the internet and search for 'Shorten URL Links'
*If you use any software (like bitly.com) that can shorten URL links, you can mask the URL if you prefer, have a look on the internet and search for 'Shorten URL Links'
Consider other Auto Actions you want to send to the guests that use this Special Booking Page, use the Referer=COVID19 in the Trigger tab of the Auto Action.
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