Category:Bookings

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Revision as of 12:30, 6 April 2016 by Annette (talk | contribs)
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This page is about the menu BOOKINGS

1 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 synchroniser.


BOOKINGS.png view large


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.

Add a new booking

Click on the ADD BOOKING Button on the top right. Alternatively you can add bookings in DASHBORARD -> ROOM GRID under INVENTORY.

2 Manage bookings

After clicking on BOOKINGS in the top menue 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 = = = I did this to stop it showing in the top menu 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.

The customizable summary can be created in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Template" using template variables

Preset info items can be defined in SETTINGS->ACCOUNT -> PREFERENCES "Booking Info Code Presets "

Each info item consists of a text field and optional code word.

Info items can be added from the preset list, manually typed or added by the system in response to certain events.

The code word attached to each info item can be used in custom reports to show or hide selected bookings.

For example, if you use the code CHECKIN when guests check-in and CHECKOUT when guests check-out, you could create a custom reports to show custom reports by showing booking which include the code word CHECKIN and excluding those that have the code word CHECKOUT

You can set up custom reports......

TODO: dashbard will allow display of bookings base on custom report settings and can be used to create views of bookings with particular info codes

2.1 Summary

Summary.png view large


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.

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.

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2.2 Charges and Payments

In the tab Charges and Payments you may enter more charges and payments manually.

  • Enter chargeable items or and payments. Click Recalculate to update the balance and enter a blank new row.
  • 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.

Charges.png view large

2.3 Invoice

In the tab INVOICE you print an Invoice

  • The invoice can also be printed with a message you can specify under 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

2.4 Mail

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

Mail.png view large

2.5 Guests

In the tab "Guests" tab you can see information from the guest database (GUEST in top menu)

Guest.png view large

2.6 Logs

The logs shows all changes which have been made.

Logs.png view large

2.7 Delete Bookings

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

2.8 Bulk Changes

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".

To bulk delete bookings the status has to be changed to "Cancelled" first.