Step 1 - Creating a New Booking
Creating/Opening a new booking using the Manual Booking Form
There are 3 ways to access the Manual Booking Form to create a new booking:
- Select the stock unit on the date required and click on the relevant date on the calendar. (image1.1)
- Goto the homepage and hover over the 'Bookings' Tab and select "New Booking" (image 1.2)
- ResBook > Bookings > New Booking
- Go to the homepage and click on the downward pointing triangle next to the "Today" Button and select "New Booking" (image 1.3).
|image 1.1 - calendar view selection||image 1.2 - selection on bookings tab||image 1.3 - shortcut selection|
Step 2 - Enter Booking Details
All fields marked with * are compulsory. Enter in the following details to fill up the booking form:
An overview of the details required to complete the manual booking form:
As selected by the user. Use the drop-down box to change selection.
User is required to create a new contact or search and assign a contact that already exists.
User defined field to identify the Reservation or Actual guest occupying the unit if it is different to the contact/company/booking agent.
Arrival Date/Departure Date
Enter in the date of when the guest(s) will arrive. The departure date is the date they will be leaving the property.
Check-in / Check-out
These fields will automatically populate pertaining to the settings under "General Settings".
Indicates the number of nights guest(s) will be staying.
Number of people to expect in this Booking.
Base Nightly Rate
This will automatically populate on the screen depending on rate availability for the inventory unit.
This can be applied provided that the Promo code is already created.
Discount can be applied based on Fixed amount or percentage deduction on the nightly rate.
Average Nightly Rate
This field will automatically populate by calculating the total rate of the booking and averaging it out by the number of nights.
Step 3 - Additional Information
Here you can add additional information to the booking including details such as Estimated Time of Arrival, Allergies, and/or Dietary Requirements. If you have added any additional fields into your booking form from the settings, then they will appear here under the "Additional Information" section of the booking form.
If you have labelled any of these fields as required, then the * will appear next to the field, and you will be required to fill these fields out before you can save the booking.
Step 4 - Enter Any Notes/Comments
Notes and comments can also be included in the Booking details. Simply click on the + button (as per above screenshot) to open up this section:
Anything entered into Important Notes will be found on the calendar grid when you hover over the Booking:
Step 4 - Adding a Agent
To add an agent to the booking, simply click on the button on the right.
This will drop down and prompt you to assign the agent to the booking. An agent can only be assigned to the booking if they have been created as a contact in the CRM. If you have not already, head to Adding other contact types for assistance.
Step 5 - Save Booking and Send Email
Once the above additions are entered, the booking form will automatically capture the vital data and fill the spaces on the screen accordingly. Scroll down to [SAVE].
Click on [Send E-mail] and choose an appropriate e-mail template before proceeding to send an e-mail to the guest.
Note: Ensure all e-mail templates are filled in and activated.