Difference between revisions of "Category:Bookings"

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*manually by yourself.
 
*manually by yourself.
 
*imported from other channels by the channel manager.
 
*imported from other channels by the channel manager.
 
  
 
=== Manually add a new booking ===
 
=== Manually add a new booking ===
Line 81: Line 80:
  
 
=== Info ===
 
=== 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=]]
 
[[Image:info.png|600px|link=]]
 
[[Media:info.png|view large]]
 
[[Media:info.png|view large]]
  
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.
+
Preset info codes are:
 +
 
 +
CHECKIN (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 unti changes)
  
The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables
+
Example:
  
Preset info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "
+
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.
  
Info codes can be added from the preset list. You can add manual notes.
+
'''Create your own info codes'''
  
The info code can be used in [[:category:Reports|custom reports]]  to show or hide selected bookings and also in Auto Actions.
+
Presets for info codes can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ".  Ideas for commonly used info codes:
  
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".
+
BREAKFAST
  
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"
+
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.''
 +
 
 +
1. Go to SETTINGS->ACCOUNT -> PREFERENCES and set "Booking Show Icons" = Show.
 +
 
 +
2. Go to SETTINGS->ACCOUNT -> PREFERENCES and and create "Booking 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.
  
 
=== Summary ===
 
=== Summary ===
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=== Charges and Payments ===
 
=== Charges and Payments ===
In the tab ''Charges and Payments'' you may enter more charges and payments manually.
+
In the tab ''Charges and Payments'' you can manage guests charges and payments.  
  
*Enter chargeable items or and payments. Click Recalculate to update the balance and enter a blank new row.
+
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 '''pending payments'''. Click on the + icon to 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".  
  
*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.
 
 
[[Image:Charges.png|600px|link=]]
 
[[Image:Charges.png|600px|link=]]
 
[[Media:Charges.png|view large]]
 
[[Media:Charges.png|view large]]
  
 
=== Invoice ===
 
=== Invoice ===
In the tab ''INVOICE'' you print an Invoice
+
In the tab ''INVOICE'' you can generate and print an Invoice.
  
*The invoice can also be printed with a message you can specify under SETTINGS -> GUEST MANAGEMENT -> INVOICE
+
*Customisation for the invoice can be done SETTINGS -> GUEST MANAGEMENT -> INVOICE.
  
 
[[Image:Invoice.png|600px|link=]]
 
[[Image:Invoice.png|600px|link=]]
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[[Image:Group-Invoice.png|600px|link=]]
 
[[Image:Group-Invoice.png|600px|link=]]
 
[[Media:Group-Invoice.png|view large]]
 
[[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 ===
 
=== Mail ===
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=== Guests===  
 
=== Guests===  
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 and manage the connection of the booking to the  guest database (GUEST in top menu),
  
 
[[Image:Guest.png|600px|link=]]
 
[[Image:Guest.png|600px|link=]]
 
[[Media:Guest.png|view large]]
 
[[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===  
 
=== Prevent Room Changes===  
If a booking is imported from a channel and you have changed the room in Beds24 you need to change the setting for "Allow Channel Modifications" to prevent the channel to override the room change with the next update.
+
If a booking is imported from a channel and you have changed the room in Beds24 you need to change the setting for "Allow Channel Modifications" in the "Details" tab ot the booking to prevent the channel to override the room change with the next update.
  
 
If the info codes LOCKROOM or LOCKUNIT manual room changes by staff are not possible.  
 
If the info codes LOCKROOM or LOCKUNIT manual room changes by staff are not possible.  
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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.
 
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 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.
+
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===  
 
=== Bulk Changes===  

Revision as of 15:51, 5 June 2019

This page is about the menu BOOKINGS

Choose from three different views:

  • Grid with drag-and-drop function to quickly change rooms
  • Sortable list

BOOKINGS.png view large

  • Calendar view

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.

"Black Bookings" are bookings without guest. They can be used to close a room. Black bookings are not considered in reports.

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 manager.

Manually add a new booking

Click on the ADD BOOKING Button on the top right.

Addbooking.png view large

To add a booking for multiple rooms or to check for available rooms click on "Price Check"

Book multiple.gif click to see a demo

Add bookings in CALENDAR directly into the room or even the room and the date.

Addbookingcalendar.png view large

If you want to manually add a booking for a guest who previously stayed use the "Search" field in the booking.

Upload existing bookings

Bookings can be uploaded as a .csv file through our API

1. Export your bookings into a .csv file

2. Go to SETTINGS -> ACCOUNT -> ACCOUNT ACCESS and allow API access

3. Go to https://api.beds24.com.

4. Click on https://api.beds24.com/getbookings

5. Download a sample file so you have the correct format

6. Open the file in a Excel or similar and dd your existing bookings in exactly the same format into the file

7. Upload the modified .csv file via https://api.beds24.com/putbookingscsv.php

The instructions in https://api.beds24.com/putbookingscsv.php explain the procedure in detail.

Check guests in and check guests out

If you are using the components "Arrivals", "Departures" and "Current Guests" you can manage the check-in and check-out process from the dashboard and see which guests are currently checked-in. This video explains how to check guests in and how to check guests out:

Also you can always check a guest in by opening the booking and setting the info code "Checkin" in the "Info" tab.

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:

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.

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 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:

CHECKIN (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 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

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.

Icons

Tip 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 Presets".

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.

Summary

Summary.png view large

The "Slice" function allows to divide a booking into individual bookings with different start and end dates. This functions is useful if for example a guest changes rooms during his stay.

When you want to select a different UNIT, if the symbol ® is next to a unit/room, this indicates there is already a booking in this unit, so you should choose another unit.

Which information you see on this tab is defined by the settings activated in SETTINGS->PROPERTIES->BOOKING QUESTIONS.

Detail

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.

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. Flags can also be automatically applied via Auto Action which you can set up in SETTINGS->GUEST MANAGEMENT->AUTO ACTIONS.

Detail.png view large


Which information you see on this tab is defined by the settings activated in SETTINGS->PROPERTIES->BOOKING QUESTIONS.

Charges and Payments

In the tab Charges and Payments you can manage guests charges and payments.

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 pending payments. Click on the + icon to 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 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".


Charges.png view large

Invoice

In the tab INVOICE you can generate and print an Invoice.

  • Customisation for the invoice can be done SETTINGS -> GUEST MANAGEMENT -> INVOICE.

Invoice.png view large


You can also manage and create group bookings.

  • Changes have to be made in each individual booking

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

In the tab "Mail" you can send out the standard e-mails you have defined under GUEST MANAGEMENT

Mail.png view large

Guests

In the tab "Guests" tab you can see and manage the connection of the booking to the guest database (GUEST in top menu),

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

If a booking is imported from a channel and you have changed the room in Beds24 you need to change the setting for "Allow Channel Modifications" in the "Details" tab ot the booking to prevent the channel to override the room change with the next update.

If the info codes LOCKROOM or LOCKUNIT manual room changes by staff are not possible.

If you do not see these in the the drop down list you can manually add them in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "

Logs

The logs shows all changes which have been made.

Logs.png view large

Delete Bookings

Deleted bookings are permanently removed from the system and can not be restored.

Cancellations

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

To bulk change bookings go to SUB ACCOUNT (top right menu) then click on "Manage Account" then "Manage Property" then "Manage Room". There you can:

  • Change the status of bookings.
  • Move bookings to another room.
  • To bulk delete bookings the status has to be changed to "Cancelled" first.

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.