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Category:Bookings

949 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) PROPERTIES > BOOKING RULES > BOOKING STATUS 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 ==
== 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 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 ===
*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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