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[[Image1. Export your bookings into a .csv file 2. Go to SETTINGS -> ACCOUNT -> ACCOUNT ACCESS and allow API access 3. Go to https:BOOKINGS//api.beds24.com.png|700px|link=]][[Media4. Click on https:BOOKINGS//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.png|view large]]php
'''Status'''== 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:
'''Add Also you can always check a new guest in by opening the booking'''and setting the info code "Checkin" in the "Info" tab.
Click on the ADD BOOKING Button on the top rightIf you use our integration with [[Remotelock. Alternatively you can add bookings com|Remotelocks]] guests will be auto checked in DASHBORARD -> ROOM GRID under INVENTORYwhen they first open a lock.
<div style="displayPreset 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 unit changes) Example: none">=== Info ===The Info tab consists of If you use the code "CHECKEDIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a customizable summary of custom report to show bookings with the info code "CHECKEDIN" but without the booking information info code "CHECKEDOUT" effectively showing only guests who have checked in and a set of haven't checked out yet. '''Create your own info codes''' Presets for info items which codes can be attached to a bookingdefined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets ". Ideas for commonly used info codes: BREAKFAST
The customizable summary can be created in Accounts > Preferences using template variablesCANCELLED_BY_OWNER
Preset info items can be defined in Accounts > PreferencesCANCELLED_BY_OWNER_INVALID_CARD
Each info item consists of a text field and optional code word.CANCELLED_BY_OWNER_NO_PAYMENT
Info items can be added from the preset list, manually typed or added by the system in response to certain events.CANCELLED_BY_OWNER_UNIT_NOT_AVAILABLE
The code word attached to each info item can be used in custom reports to show or hide selected bookings.LOCKSTATE_PIN (for customers using our integration with Lockstate lock system)
For example, if After you use the have created an info code CHECKIN when guests check-in and CHECKOUT when guests check-out, you could create a custom reports will be able to show custom reports by showing booking which include manually add it from the code word CHECKIN and excluding those that have list of presets in the code word CHECKOUTbooking or automatically add them via [[Auto_Actions|auto actions]].
TODO==== Icons ==== <span class="circle" >{{#fas: daashbard will allow lightbulb}} Tip</span> ''Enhance display of bookings base on custom report settings and can be used to create views of bookings with particular info codesicons.''
<Supported are all free solid [https:/div>/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 :
'''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 Variables|template variable]] can be used to display Which information you see on this text as "hovertext" when the mouse cursor tab is positioned over defined by the flagged booking settings activated in the Calendar viewSETTINGS->PROPERTIES->BOOKING QUESTIONS.
*Enter chargeable items Information from your booking page or and paymentssent from a channel are automatically entered. Click Recalculate to update For bookings from OTAs you can adjust how the balance charges and enter a blank new rowpayments are imported in SETTINGS->CHANNEL MANAGER.
*To remove an item check the remove box and click Recalculate.On this tab you can:
To bulk change == Template Variables ==[[Template Variables|Template variable]] can be used to display information from the status of bookings go booking in confirmation messages to SUB ACCOUNT (top right menu) then click on "Manage Account" then "Manage Property" then "Manage Room"guests, auto action Emails, host notifications or invoices.
To bulk delete bookings == Register Guests ==Our partner Chekin.io automate the status has to be changed to "Cancelled" firstguest identification and legal obligations. For more information please see [https://wiki.beds24.com/index.php/CheKin.io here]
no edit summary
[[Category:Guests_and_Bookings]]
[[Category:Customise_Control_Panel]]
[[Category:Daily_Use]]
''This page is about the menu BOOKINGS''
__TOC__
Choose from three different views:
*Grid with drag-and-drop function to quickly change rooms
<embedvideo service="youtube">https://youtu.be/Ohhx1ZfPxNw</embedvideo>
*Sortable list
[[Image:BOOKINGS.png|700px|link=]]
[[Media: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 synchronisermanager. === Manually add a new booking ===Click on the ADD BOOKING Button on the top right. [[Image:addbooking.png|300px|link=]][[Media:addbooking.png|view large]] To add a booking for multiple rooms or to check for available rooms click on "Price Check" [[Image:book_multiple.gif|300px|link=]][[Media:book_multiple.gif|click to see a demo]] Add bookings in CALENDAR directly into the room or even the room and the date. [[Image:addbookingcalendar.png|300px|link=]][[Media: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. <embedvideo service="youtube">https://youtu.be/aciym__Y4Zg</embedvideo>
=== Upload existing bookings ===
Bookings can be uploaded as a .csv file through our API
The instructions in https://api.beds24.com/putbookingscsv.php explain the procedure in detail.
<embedvideo service="Newyoutube" are bookings which have not been opened to view>https://youtu. Once you open them and save or update them the status will change to "Confirmed". In SETTINGS-be/skcNhO60858</embedvideo>ACCOUNT PREFERENCES you can set which status you want to apply to new bookings.
== Manage bookings ==
After clicking on '''BOOKINGS''' in the top menue 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|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]]
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".
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 ===
[[Image:Summary.png|500px600px|link=]]
[[Media: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.
=== 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 Variables|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. [[Image:Detail.png|500px600px|link=]]
[[Media: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 may enter more can manage guests charges and payments manually.
*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 balance 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 calculated 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 for this booking there in the booking summarySETTINGS->GUEST MANAGEMENT-INVOICE "Invoice Item Room Description". [[Image:Charges.png|500px600px|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|500px600px|link=]]
[[Media:Invoice.png|view large]]
*Changes have to be made in each individual booking
[[Image:Group-Invoice.png|500px600px|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 ===
In the tab "Mail" you can send out the standard e-mails you have defined under GUEST MANAGEMENT
[[Image:Mail.png|500px560px|link=]]
[[Media:Mail.png|view large]]
=== 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|500px600px|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===
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.
[[Image:Logs.png|500px600px|link=]]
[[Media: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.
