17,090
edits
Changes
Jump to navigation
Jump to search
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.codes are:
The customizable summary can be created CHECKIN (used for check-in SETTINGS->ACCOUNT / check-> PREFERENCES "Booking Info Template" using template variablesout function)
Preset info codes can be defined CHECKOUT used for check-in SETTINGS->ACCOUNT / check-> PREFERENCES "Booking Info Code Presets "out function)
Info codes can be added from the preset list. You can add manual notes.DEPOSIT
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
If 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 want could create a custom reports to hide show custom reports by showing booking which include the info tab go to SUB ACCOUNT (top right Menu) then click on code "Manage AccountCHECKEDIN" and add excluding those that have the phrase info code "CHECKEDOUT. '''Create your own info codes'''bookedit Presets for info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ". Ideas for commonly used infocodes: 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|auto actions]]. ==== Icons ==== <span class="circle" >Tip</span> ''Enhance display of bookings with icons.'' in 1. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show. 2. Go to SETTINGS->ACCOUNT -> PREFERENCES and and create "Hide menu pagesBooking 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 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]].. 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.
no edit summary
=== 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]]
=== 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. 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". **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". Successful collections will be moved from "Pending Payments" to "Payments". **In SETTINGS->GUEST MANAGEMENT->PAYMENT RULES you can create rules and info codes for panding 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===
