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The Info tab consists of a customizable summary of the booking information and a set of Preset info items which can be attached to a booking. The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variablescodes are:
Info codes can be added from the preset list. You can add manual notes.CHECKIN (used for check-in / check-out function)
The info code can be CHECKOUT used for check-in [[:category:Reports|custom reports]] to show or hide selected bookings and also in Auto Actions./ check-out function)
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.DEPOSIT
Preset info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "PAID
'''Ideas for commonly used info codes'''UNPAID
If you want 1. Go to hide the info tab go SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show. 2. Go to SUB SETTINGS->ACCOUNT (top right Menu) then click on -> PREFERENCES and and create "Manage AccountBooking Info Code Values" . 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 add enter I- followed by the phrase '''bookediticon name : I-money-bill I-bell After you have created an info''' code will be able to manually add it from the list of presets in "Hide menu pages"the booking or automatically add them via [[Auto_Actions|auto actions]]. If you add a text with it will show when you hover on the icon.
*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.
*manually by yourself.
*imported from other channels by the channel manager.
=== Manually add a new booking ===
Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.
If you use our integration with [[Remotelock.com|Remotelocks]] guests will be auto checked in when they first open a lock.
== Manage bookings ==
=== 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]]
LOCKROOM (this will prevent room changes)
LOCKUNIT (this will prevent room changes and unti changes)
Example:
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.
'''Create your own info codes'''
Presets for info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ". Ideas for commonly used info codes:
BREAKFAST
LOCKSTATE_PIN (for customers using our integration with Lockstate lock system)
After you have created an info code will be able to manually add it from the list of presets in the booking or automatically add them via [[Auto_Actions|auto actions]].
==== Icons ====
<span class="circle" >Tip</span> ''Enhance display of bookings with icons.''
=== Summary ===
=== Charges and Payments ===
In the tab ''Charges and Payments'' you may enter more can manage guests charges and payments manually. Information from your booking page or sent from a channel are automatically entered. For bookings from OTAs you can adjust how the charges and payments are imported in SETTINGS->CHANNEL MANAGER.
On this tab you can: *Enter or change '''chargeable items ''', '''payments''' or and '''pending payments'''. Click Recalculate on the + icon to update the balance add and enter a blank new row.**Upsell Items which are created in SETTINGS->PROPERTIES->UPSELLING can be automatically selected as charges.**You can create invoice items for items sold on site in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items". *To remove an item click on the ... menu and then choose "Delete".*Under "Pending Payments" you can schedule outstanding payments. Pending payments can be collected manually or automatically. The option to charge automatically is available for customers who use [[Stripe|Stripe]] only.**For '''automatic charging''' set the "pending payment" to "auto" and enter a due date in the future. **Channel collect payments with virtual cards can be set to be automatically collected in the respective channel menu. **A manual charge to a card can be made if the credit card has been sent to Stripe by clicking on the ... menu and then clicking on "charge now". **In SETTINGS->GUEST MANAGEMENT->PAYMENT RULES you can create rules and info codes for pending payments. After the payment was collected you will see a status information on the "Info" tab. Successful collections will be moved from "Pending Payments" to "Payments". The "Status" field can be used to specify the type of an item. Examples are payment methods or categorizing items for reporting. You can preset your status values in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Items". By default the description of the lodging price displays room name, check-in date and check-out date. You can change what is displayed there in SETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Item Room Description".
[[Image:Charges.png|600px|link=]]
[[Media:Charges.png|view large]]
=== Invoice ===
In the tab ''INVOICE'' you can generate and print an Invoice.
*The Customisation for the invoice can also be printed with a message you can specify under done SETTINGS -> GUEST MANAGEMENT -> INVOICE.
[[Image:Invoice.png|600px|link=]]
[[Image:Group-Invoice.png|600px|link=]]
[[Media:Group-Invoice.png|view large]]
*If a booking required separate invoices (i.e. room charged to a company, extras charged to the guest) you can use the "Invoicee" function in SETTINGS -> GUEST MANAGEMENT -> INVOICEE.
=== Mail ===
=== Guests===
In the tab "Guests" tab you can see information from and manage the connection of the booking to the guest database (GUEST in top menu),
[[Image:Guest.png|600px|link=]]
[[Media:Guest.png|view large]]
You have the option to add guests to the booking or remove guests. Guests can also be deleted if they are not connected to another bookings.
*Create Guest from Booking : A guest will be created from the information from the "Summary" tab of the booking.
*Create New Guest: A new guest will be added to the database.
*Add Existing Guest: Search the database for an existing guest to add it to the booking.
Note: Updating a guest will not change the content to the "Summary" tab of the booking.
=== Prevent Room Changes===
Direct booking can be cancelled by changing the status to "Cancelled". For bookings from channels the cancellation has to be made on the channel either by the guest or by the channel. If this is not possible you can change the status in Beds24 and set "Allow Channel Modifications" = No in the "Details" tab of the booking. This will stop the channel to override the status change but not actually cancel the booking in the channel.
You can allow guests to cancel bookings themselves. By default the system uses the policy you can set under SETTINGS -> PROPERTIES -> BOOKING RULES. You have the option to override these settings for offers (SETTINGS -> PROPERTIES -> ROOMS->OFFERS) or individual bookings. If you allow cancellations you can send your guests a link to let them cancel via the system without contacting you. Include the template variable [CANCELURL] into your e-mail confirmation message. When guests cancel a booking they will receive a system notification that the booking was cancelled. If required you can set up an additional Auto Action Email in SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS.
=== Bulk Changes===
