Changes

<div class="heading">Bookings</div> ''This page is about the menu BOOKINGS''

==General==Bookings have a "status" which can be manually changed or changed via an Auto Action.  *online by your guest using "New" are bookings which have not been opened to view. Once you open them and save or update them the availability calendars, booking buttons and booking pagestatus 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.*manually by yourself"Confirmed" *"Request"*""Inquiry" bookings do not block the room.*imported from other channels by "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 channel synchroniserbooking.Its purpose is to hold information and allow you create reports according to this information.  

"New" == Add Bookings ==Bookings are bookings which have not been opened to view. Once you open them and save or update them entered into the status will change to "Confirmed". In SETTINGS->ACCOUNT PREFERENCES you can set which status you want to apply to new bookings.system by the following methods:

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.

The customizable summary can be created in SETTINGS{| class="wikitable"!colspan="2"|Preset info codes|->ACCOUNT |-> PREFERENCES ! scope="col"Booking Info Template| Code! scope=" using template variablescol"| Use|-  | CHECKIN| check-in function|-  | CHECKOUT| check-out function|-  | LOCKSTATEPIN| Lockstate integration|-  | NUKIPIN| Nuki integration|-    | LOCKROOM| prevent manual room changes|- | LOCKUNIT| prevent manual room changes|-     | AGODACOLLECT| Agoda hotel collect booking|- | AGODACOMSERVICE| Agoda booking with extra service (parking, breakfast)|-  

Info codes can be added from the preset list. You can add manual notes| BOOKINGCOMCARD| invalid card reported to Booking.com|-

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 | BOOKINGCOMFLAG| Booking.com general info code "CHECKEDIN" and excluding those that have the info code "CHECKEDOUT".flag (Genius/no credit card)|-

| BOOKINGCOMVIRUTALCARD| Booking.com sent a virtual card|- | BOOKINGCOMBANKTRANS| booking paid via bank transfer from Booking.com|-   | EXPEDIACOLLECT| Expedia sent a virtual card|- | HOTELCOLLECT| Expedia hotel collect booking|-   | VIRTUALCARD| virtual card was sent from the channel|- |CARDTOSTRIPE | card details were sent to Stripe|- |STRIPEPAYMENT| payment imported from Stripe|- |STRIPEFAIL| card could not sent to Stripe|- |CARDEXPIRES| added when the card expires before check-in|- | DEPOSIT| default value from {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES|- | PAID| default value from {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES|- | UNPAID| default value from {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES|-  | CLEAN| default value from {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES, used with check-in rules|- | DIRTY| default value, from {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES, used with check-in rules|- | REPAIR| default value from {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES|-   | CANCELLED_BY_OWNER| Homeaway XML to report cancellations|- | CANCELLED_BY_OWNER_INVALID_CARD| Homeaway XML to report cancellations|- | CANCELLED_BY_OWNER_NO_PAYMENT| Homeaway XML to report cancellations|- | CANCELLED_BY_OWNER_UNIT_NOT_AVAILABLE| Homeaway XML to report cancellations|-  |}  Example: If you want use the code "CHECKIN" when guests check in and "CHECKEDOUT" when guests check out, you could create a custom report to hide show bookings with the info code "CHECKEDIN" but without the info tab go code "CHECKOUT" effectively showing only guests who have checked in and haven't checked out yet. '''Create your own info codes''' Presets for info codes can be defined in {{#fas:cog}} (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|auto actions]]. ====Bedding ==== You can set up Info Codes with bedding information.  '''Step 1''': Go to SUB ACCOUNT {{#fas:cog}} (top right MenuSETTINGS) then click 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 "Manage AccountInfo" tab of the booking.  '''Step 3''': Go to the DASHBOARD and add the phrase "Bedding" Column to the modules in which you need this information.  '''bookedit-infoStep 4''' in : If you require a report you can generate a "Group Arrivals" report  ==== Icons ==== <span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Enhance display of bookings with icons. 1. Go to {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES and set "Booking Show Icons" = Show. 2. Go to {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES and and create "Hide menu pagesBooking Info Code Values".  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 TRANSFER I-money-bill CHECKIN 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.

When you use the Unit 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 {{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING QUESTIONS.

'''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 {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS.

Which information you see on this tab is defined by the settings activated in {{#fas:cog}} (SETTINGS->) PROPERTIES->BOOKING QUESTIONS.

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 {{#fas:cog}} (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 {{#fas:cog}} (SETTINGS) BOOKING ENGINE > UPSELLING can be automatically selected as charges.**You can create invoice items for items sold on site in {{#fas:cog}} (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 {{#fas:cog}} (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 {{#fas:cog}} (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 {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT-> INVOICE "Invoice Item Room Description".

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 {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> INVOICE.

In the tab "Mail" you can send out the standard e-mails you have defined under {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT

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),

The logs shows all changes changed which have been madeto the booking.  Logs are available until one month after check-out.

To bulk change the status of bookings go to SUB ACCOUNT (top right menu) then click on "Manage Account" then "Manage Property" then "Manage Room"[[Image:addbooking.png|300px|link=]][[Media:addbooking.png|view large]]

To bulk delete bookings You can search on First name, last name, Beds24 booking number, Channel booking number. You will see the status has to be changed to "Cancelled" firstlist that match your criteria, if not, then you can click on 'Search More' this will search all guest information in a booking.