Making a Booking Instructions
- Taking EnquiriesMaking an Availability Enquiry and Sending a Quote to the Customer
- Losing Enquiries
- Sending a Quote
- Turning an Enquiry into a Confirmed Booking
- Default ETA & ETD Times
- What do the Colours in the Booking Mean?
- How to add more than One Property to a Quote
- How to use the Quote On Hold functionality
- How to use the Bookable Online functionality
- Sending an Email from a Booking
- Taking a Credit Card Payment on a Booking
Making a Booking FAQs
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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. |
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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. |
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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
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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. |
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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. |