Category:Bookings

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Revision as of 16:03, 18 June 2020 by Annette (talk | contribs)
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1 Info

On the Info tab you can add "Info Codes" and internal notes.

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.

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 click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) 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 custom reports to show or hide selected bookings
  • to trigger auto actions for bookings with certain criteria
  • to filter bookings
  • to mark certain bookings with icons

Info.png view large

Preset info codes are:


Item Quantity
(used for check-in / check-out function)

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

DEPOSIT

PAID

UNPAID

LOCKROOM (this will prevent room changes)

LOCKUNIT (this will prevent room changes and unit changes)

Example:

If you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom report to show bookings with the info code "CHECKEDIN" but without the info code "CHECKEDOUT" effectively showing only guests who have checked in and haven't checked out yet.

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

CANCELLED_BY_OWNER

CANCELLED_BY_OWNER_INVALID_CARD

CANCELLED_BY_OWNER_NO_PAYMENT

CANCELLED_BY_OWNER_UNIT_NOT_AVAILABLE

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.

1.1 Icons

Enhance display of bookings with icons.

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

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

Supported are all free solid 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

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. If you add a text with it will show when you hover on the icon.