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Category:Bookings

1,660 bytes added, 13:33, 30 August 2022
This page is about the menu BOOKINGS
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Choose ==General==Bookings have a "status" which can be manually changed or changed via an Auto Action.  *"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 {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES > BOOKING STATUS you can set which status you want to apply to new bookings.*"Confirmed" *"Request"*""Inquiry" bookings do not block the room. *"Cancelled"*"Black" bookings are bookings without guests. They can be used to close a room. Black bookings are not considered in reports. The second selection allows you to add a "sub status". The sub status has no direct effect on the booking. Its purpose is to hold information and allow you create reports according to this information.   For an overview can choose from three different viewsto view all bookings:
*Grid with drag-and-drop function to quickly change rooms
*Sortable list
[[Media:BOOKINGS.png|view large]]
*Calendar view *Guests'''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 {{#fas:cog}} (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.*Pending payments
The second selection allows you to add a "sub status". The sub status has no direct effect on the booking. Its purpose is to hold information and allow you create reports according to this information.
== Add Bookings ==
3. Go to https://api.beds24.com.
4. Click on https://api.beds24.com/getbookings csv/getbookingscsv
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/csv/putbookingscsv.php
The instructions in https://api.beds24.com/csv/putbookingscsv.php explain the procedure in detail.
== Room Assignment==
By default the system automatically assigns a room to each booking.
If you generally want to assign rooms manually you can change the setting for "Booking Allocation" in {{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > SETUP.
If you want to rearrange your room assignment you can use the drag-and-drop function in BOOKINGS > GRID.
<embedvideo service="youtube">https://youtu.be/Ohhx1ZfPxNw</embedvideo>
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you have a room type with a quantity of more than one the system will allow a guest to book multiple days as long as one room of the type is a available on each day. If this causes parties not that the guest will have to be in move during the same room stay you will need to shuffle the bookings manually.
=== Prevent Room Changes===
In {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Check-in Rules" you can limit the check-in function for the Dashboard modules.
If you use our integration integrations with [[Nuki,io|Nuki]] or [[Remotelock.com|Remotelocks]] guests will be auto checked in when they first open a lock. For more information on self-check-in please see [[:category:Self-Check-in|here]].
== 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:
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]].
 
====Bedding ====
You can set up Info Codes with bedding information.
 
'''Step 1''': Go to {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES and add Info Codes for the bed types you have the Info Codes have to start with BED_ Examples:
 
BED_DOUBLE
 
BED_TWIN
 
BED_SINGLE
 
 
'''Step 2''': Add the applicable Info Code on the "Info" tab of the booking.
 
'''Step 3''': Go to the DASHBOARD and add the "Bedding" Column to the modules in which you need this information.
 
'''Step 4''': If you require a report you can generate a "Group Arrivals" report
 
==== Icons ====
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 {{#fas:cog}} (SETTINGS) GUEST MANAGEMEN 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 {{#fas:cog}} (SETTINGS->) GUEST MANAGEMENT-> INVOICE "Invoice Item Room Description".
*Add Existing Guest: Search the database for an existing guest to add it to the booking.
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} Note: </span> Updating a guest will not change the content to the "Summary" tab of the booking.
=== Logs===
The logs shows all changes changed which have been madeto the booking.  Logs are available until one month after check-out.
[[Image:Logs.png|600px|link=]]
=== Delete Bookings ===
Deleted bookings are permanently removed from the system and can not be restored.
 
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you have a booking with a locked invoice you will not be able to delete the booking.
=== 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 and update from 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 {{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES. You have the option to override these settings for offers ({{#fas:cog}} (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 {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS.
*Move bookings to another room.
*To bulk delete bookings the status has to be changed to "Cancelled" first.
 
=== Search Bookings ===
 
To search for a booking, use the SEARCH box on the top of any page.
 
[[Image:addbooking.png|300px|link=]]
[[Media:addbooking.png|view large]]
 
You can search on First name, last name, Beds24 booking number, Channel booking number. You will see the list that match your criteria, if not, then you can click on 'Search More' this will search all guest information in a booking.
== Template Variables ==

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