The booking data can be customized on the details page:
Booking details
- Guest data
- Date of arrival/departure
- Number of persons
- Assignment to one or more properties
- Status of the booking (requested / booked / cancelled)
If adjustments to the guest data are necessary, the respective guest can be called up from the booking. The guest can also be changed using Assign booking to other guest.
Can be used optionally:
- Notes
- Tags: Tags are defined in the Settings and can be selected in the booking. They are also displayed in the booking overview.
- Key or access code: Code for key box or combination lock
- No automatic messages: If No automated messages for this bookings is activated, no automated emails are sent for this booking.
Billing
- Invoice date: If no date is specified, the current date will be used for invoices.
- Invoice number: By default, the booking number is used as the invoice number. Optionally, a different invoice number can be specified here.
- Billing address: By default, the invoice is issued to the guest. Optionally, a different recipient / address can be specified here.
- Invoice description: Optional information.
- Invoice text: Optional text that is displayed below the service overview in the invoice.
- Footer selection: Footers can be specified in the Settings.
All these adjustments to the invoice are optional. If nothing is entered here, the default values are used.
If Do not calculate price automatically is activated, no calculation is made using the price model. You can also set this for an existing booking. The last calculated prices then remain and can be adjusted manually; no new automatic calculation takes place if the booking is changed.
The deposit and down payment are calculated automatically if defined in the Settings. However, the totals can always be adjusted manually in the booking. The deposit and down payment are recalculated if the booking is postponed (change of date, change of accommodation) or if Recalculation of down payment & deposit is called up.
Services
With automatic price calculation, the rental price and mandatory services are automatically calculated and created. This is done based on the pricing model set for the property. Services are updated each time the booking is changed.
All services can be added and edited manually. Information on creating and editing additional services can be found in the corresponding article.
The services in a booking can be sorted by order. An item number can optionally be specified for each service. The item number does not necessarily have to be specified for each service; the numbers do not have to be consecutive. Numbering such as 10, 20, 25 … is also possible.
Sorting is based on the item numbers assigned, followed by items without item numbers. On the invoice (PDF), the items are output in the corresponding sorting and automatic numbering 1, 2, 3 ….
If the price model has been changed, the rental price and mandatory services can be updated using the Recalculate services function.
When services are changed, the down payment and deposit are not automatically adjusted. This can be done by Recalculating the down payment / deposit.
Discounts/surcharges
Discounts/surcharges can be added manually as a % value and are then applied to the prices of the services. Discounts/surcharges can be preset in the Pricing model, which are then selected in the booking.
Payments
Payments and transactions can be added manually.
Messages to guests
For sending new messages to guests by email, one of the stored templates can be selected. The text of an email can be customized before sending.
Invoices can be included in the email.
Other attachments (terms, forms, directions, e.g.) must be uploaded in the Settings to use them.
The overview of messages shows the mails that have been sent and scheduled automated mails that have not been sent yet. The system sends mails every 15 minutes. New mails are therefore initially displayed briefly as scheduled.
No messages are sent for cancelled bookings; an exception is when the change of status to cancelled triggers an automatic mail.
Messages can only be sent if the Settings for sending mails have been set up and activated.
If a message cannot be sent by the booking tool after several attempts, you will receive an email with a notification.
Tasks
Tasks are created automatically according to the Settings or can be added manually.
Under Tasks, you can access the complete overview of open tasks from all bookings
Customisation of the blocks on the page
The order of the blocks on the page can be customized. You can arrange the blocks according to your preferences.
