Making a Booking

The first stage of a booking is the enquiry stage. This is where you are enquiring about unit availability for the customer. If you find a unit which suits theire requirements, then you can quote the enquiry to them. Once you have quoted the enquiry to them, they can then book their enquiry, which will put the booking into pending status. The next step is to confirm their booking, and from then on the unit is ready for their stay, so they can be checked-in and checked-out as required.

A booking is made by a person or company and can be made for a number of different units at the same time. Each individual stay in a unit counts as a room stay. A booking could include one or multiple room stays. Often the words can be used interchangeably, especially if the booking involves jut one room stay.

This message appears when you hover over the 'Book' button, and prevents you from confirming a booking. There are two possible reasons why this message appears

• You need to check that the Billing Account has an Address, Email Address and Telephone Number. You can do this by editing the billing account through the CRM.

• More likely is that you haven't set a billing frequency for the booking. To do this, click 'Edit Booking' in the top right hand corner, then select a billing frequency (as shown in the image to the right, click to view) and click 'Update Booking'.  You should be able to book the enquiry.

If you have selected all developments when searching for availability, the system will take longer to load the units available, as there is much more data to process.

To add a reason for a lost booking, go to the main menu and select Admin>Booking Settings>Reasons for Lost Bookings (see screenshot, click to expand). From there you can add a reason (click 'Add Reason' in the top right hand corner) or edit the reasons that have already been loaded into the system.