hoteliga - User contributions [en]

Templates

2017-09-01T11:07:07Z

Rania: /* Invoice */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

===Invoice===
{| class="wikitable"
! field
! it is populated with
|-
| <nowiki>{{netSubtotal}}</nowiki>
|
|-
| <nowiki>{{netSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{grossSubtotal}}</nowiki>
|
|-
| <nowiki>{{grossSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{serviceStart}}</nowiki>
|
|-
| <nowiki>{{serviceEnd}}</nowiki>
|
|-
| <nowiki>{{serviceDuration}}</nowiki>
|
|-
| <nowiki>{{itemType}}</nowiki>
|
|-
| <nowiki>{{numAdults}}</nowiki>
|
|-
| <nowiki>{{numChildren}}</nowiki>
|
|-
| <nowiki>{{quantity}}</nowiki>
|
|-
| <nowiki>{{itemDescription}}</nowiki>
|
|-
| <nowiki>{{grossUnitPrice}}</nowiki>
|
|-
| <nowiki>{{grossUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{netUnitPrice}}</nowiki>
|
|-
| <nowiki>{{netUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{taxes}}</nowiki>
|
|-
| <nowiki>{{totalNumAdults}}</nowiki>
|
|-
| <nowiki>{{totalNumChildren}}</nowiki>
|
|-
| <nowiki>{{totalNumPersons}}</nowiki>
|
|-
| <nowiki>{{totalNet}}</nowiki>
|
|-
| <nowiki>{{totalNetCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGross}}</nowiki>
|
|-
| <nowiki>{{totalGrossCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGrossBefore}}</nowiki>
|
|-
| <nowiki>{{totalGrossBeforeCurrency}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPayments}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPaymentsCurrency}}</nowiki>
|
|-
| <nowiki>{{remainingBalance}}</nowiki>
|
|-
| <nowiki>{{remainingBalanceCurrency}}</nowiki>
|
|-
| <nowiki>{{extraTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTax}}</nowiki>
|
|-
| <nowiki>{{totalTaxCurrency}}</nowiki>
|
|-
| <nowiki>{{date}}</nowiki>
|
|-
| <nowiki>{{number}}</nowiki>
|
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
|
|-
| <nowiki>{{firstname}}</nowiki>
|
|-
| <nowiki>{{taxid}}</nowiki>
|
|-
| <nowiki>{{taxid2}}</nowiki>
|
|-
| <nowiki>{{occupation}}</nowiki>
|
|-
| <nowiki>{{address1}}</nowiki>
|
|-
| <nowiki>{{address2}}</nowiki>
|
|-
| <nowiki>{{city}}</nowiki>
|
|-
| <nowiki>{{zip}}</nowiki>
|
|-
| <nowiki>{{country}}</nowiki>
|
|-
| <nowiki>{{rooms)}}</nowiki>
|
|-
| <nowiki>{{notesnull}}</nowiki>
|
|-
| <nowiki>{{bookingAgencyReferenceCodes}}</nowiki>
|
|-
| <nowiki>{{guests}}</nowiki>
|
|-
| <nowiki>{{stayFrom}}</nowiki>
|
|-
| <nowiki>{{stayTo}}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:56:21Z

Rania: /* Confirmation of Reservation */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

===Invoice===
{| class="wikitable"
! field
! it is populated with
|-
| <nowiki>{{netSubtotal}}</nowiki>
|
|-
| <nowiki>{{netSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{grossSubtotal}}</nowiki>
|
|-
| <nowiki>{{grossSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{serviceStart}}</nowiki>
|
|-
| <nowiki>{{serviceEnd}}</nowiki>
|
|-
| <nowiki>{{serviceDuration}}</nowiki>
|
|-
| <nowiki>{{itemType}}</nowiki>
|
|-
| <nowiki>{{numAdults}}</nowiki>
|
|-
| <nowiki>{{numChildren}}</nowiki>
|
|-
| <nowiki>{{quantity}}</nowiki>
|
|-
| <nowiki>{{itemDescription}}</nowiki>
|
|-
| <nowiki>{{grossUnitPrice}}</nowiki>
|
|-
| <nowiki>{{grossUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{netUnitPrice}}</nowiki>
|
|-
| <nowiki>{{netUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{taxes}}</nowiki>
|
|-
| <nowiki>{{totalNumAdults}}</nowiki>
|
|-
| <nowiki>{{totalNumChildren}}</nowiki>
|
|-
| <nowiki>{{totalNumPersons}}</nowiki>
|
|-
| <nowiki>{{totalNet}}</nowiki>
|
|-
| <nowiki>{{totalNetCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGross}}</nowiki>
|
|-
| <nowiki>{{totalGrossCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGrossBefore}}</nowiki>
|
|-
| <nowiki>{{totalGrossBeforeCurrency}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPayments}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPaymentsCurrency}}</nowiki>
|
|-
| <nowiki>{{remainingBalance}}</nowiki>
|
|-
| <nowiki>{{remainingBalanceCurrency}}</nowiki>
|
|-
| <nowiki>{{extraTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTax}}</nowiki>
|
|-
| <nowiki>{{totalTaxCurrency}}</nowiki>
|
|-
| <nowiki>{{date}}</nowiki>
|
|-
| <nowiki>{{number}}</nowiki>
|
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastnameWillson}}</nowiki>
|
|-
| <nowiki>{{firstnameMichael}}</nowiki>
|
|-
| <nowiki>{{taxid}}</nowiki>
|
|-
| <nowiki>{{taxid2}}</nowiki>
|
|-
| <nowiki>{{occupation}}</nowiki>
|
|-
| <nowiki>{{address1}}</nowiki>
|
|-
| <nowiki>{{address2}}</nowiki>
|
|-
| <nowiki>{{city}}</nowiki>
|
|-
| <nowiki>{{zip}}</nowiki>
|
|-
| <nowiki>{{countryGreece}}</nowiki>
|
|-
| <nowiki>{{roomsSaturn(Double)}}</nowiki>
|
|-
| <nowiki>{{notesnull}}</nowiki>
|
|-
| <nowiki>{{bookingAgencyReferenceCodes}}</nowiki>
|
|-
| <nowiki>{{guests}}</nowiki>
|
|-
| <nowiki>{{stayFrom}}</nowiki>
|
|-
| <nowiki>{{stayTo}}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:55:57Z

Rania: /* Payment Receipt */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! what it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

===Invoice===
{| class="wikitable"
! field
! it is populated with
|-
| <nowiki>{{netSubtotal}}</nowiki>
|
|-
| <nowiki>{{netSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{grossSubtotal}}</nowiki>
|
|-
| <nowiki>{{grossSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{serviceStart}}</nowiki>
|
|-
| <nowiki>{{serviceEnd}}</nowiki>
|
|-
| <nowiki>{{serviceDuration}}</nowiki>
|
|-
| <nowiki>{{itemType}}</nowiki>
|
|-
| <nowiki>{{numAdults}}</nowiki>
|
|-
| <nowiki>{{numChildren}}</nowiki>
|
|-
| <nowiki>{{quantity}}</nowiki>
|
|-
| <nowiki>{{itemDescription}}</nowiki>
|
|-
| <nowiki>{{grossUnitPrice}}</nowiki>
|
|-
| <nowiki>{{grossUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{netUnitPrice}}</nowiki>
|
|-
| <nowiki>{{netUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{taxes}}</nowiki>
|
|-
| <nowiki>{{totalNumAdults}}</nowiki>
|
|-
| <nowiki>{{totalNumChildren}}</nowiki>
|
|-
| <nowiki>{{totalNumPersons}}</nowiki>
|
|-
| <nowiki>{{totalNet}}</nowiki>
|
|-
| <nowiki>{{totalNetCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGross}}</nowiki>
|
|-
| <nowiki>{{totalGrossCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGrossBefore}}</nowiki>
|
|-
| <nowiki>{{totalGrossBeforeCurrency}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPayments}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPaymentsCurrency}}</nowiki>
|
|-
| <nowiki>{{remainingBalance}}</nowiki>
|
|-
| <nowiki>{{remainingBalanceCurrency}}</nowiki>
|
|-
| <nowiki>{{extraTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTax}}</nowiki>
|
|-
| <nowiki>{{totalTaxCurrency}}</nowiki>
|
|-
| <nowiki>{{date}}</nowiki>
|
|-
| <nowiki>{{number}}</nowiki>
|
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastnameWillson}}</nowiki>
|
|-
| <nowiki>{{firstnameMichael}}</nowiki>
|
|-
| <nowiki>{{taxid}}</nowiki>
|
|-
| <nowiki>{{taxid2}}</nowiki>
|
|-
| <nowiki>{{occupation}}</nowiki>
|
|-
| <nowiki>{{address1}}</nowiki>
|
|-
| <nowiki>{{address2}}</nowiki>
|
|-
| <nowiki>{{city}}</nowiki>
|
|-
| <nowiki>{{zip}}</nowiki>
|
|-
| <nowiki>{{countryGreece}}</nowiki>
|
|-
| <nowiki>{{roomsSaturn(Double)}}</nowiki>
|
|-
| <nowiki>{{notesnull}}</nowiki>
|
|-
| <nowiki>{{bookingAgencyReferenceCodes}}</nowiki>
|
|-
| <nowiki>{{guests}}</nowiki>
|
|-
| <nowiki>{{stayFrom}}</nowiki>
|
|-
| <nowiki>{{stayTo}}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:55:43Z

Rania: /* Invoice */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! what it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

===Invoice===
{| class="wikitable"
! field
! it is populated with
|-
| <nowiki>{{netSubtotal}}</nowiki>
|
|-
| <nowiki>{{netSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{grossSubtotal}}</nowiki>
|
|-
| <nowiki>{{grossSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{serviceStart}}</nowiki>
|
|-
| <nowiki>{{serviceEnd}}</nowiki>
|
|-
| <nowiki>{{serviceDuration}}</nowiki>
|
|-
| <nowiki>{{itemType}}</nowiki>
|
|-
| <nowiki>{{numAdults}}</nowiki>
|
|-
| <nowiki>{{numChildren}}</nowiki>
|
|-
| <nowiki>{{quantity}}</nowiki>
|
|-
| <nowiki>{{itemDescription}}</nowiki>
|
|-
| <nowiki>{{grossUnitPrice}}</nowiki>
|
|-
| <nowiki>{{grossUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{netUnitPrice}}</nowiki>
|
|-
| <nowiki>{{netUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{taxes}}</nowiki>
|
|-
| <nowiki>{{totalNumAdults}}</nowiki>
|
|-
| <nowiki>{{totalNumChildren}}</nowiki>
|
|-
| <nowiki>{{totalNumPersons}}</nowiki>
|
|-
| <nowiki>{{totalNet}}</nowiki>
|
|-
| <nowiki>{{totalNetCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGross}}</nowiki>
|
|-
| <nowiki>{{totalGrossCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGrossBefore}}</nowiki>
|
|-
| <nowiki>{{totalGrossBeforeCurrency}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPayments}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPaymentsCurrency}}</nowiki>
|
|-
| <nowiki>{{remainingBalance}}</nowiki>
|
|-
| <nowiki>{{remainingBalanceCurrency}}</nowiki>
|
|-
| <nowiki>{{extraTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTax}}</nowiki>
|
|-
| <nowiki>{{totalTaxCurrency}}</nowiki>
|
|-
| <nowiki>{{date}}</nowiki>
|
|-
| <nowiki>{{number}}</nowiki>
|
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastnameWillson}}</nowiki>
|
|-
| <nowiki>{{firstnameMichael}}</nowiki>
|
|-
| <nowiki>{{taxid}}</nowiki>
|
|-
| <nowiki>{{taxid2}}</nowiki>
|
|-
| <nowiki>{{occupation}}</nowiki>
|
|-
| <nowiki>{{address1}}</nowiki>
|
|-
| <nowiki>{{address2}}</nowiki>
|
|-
| <nowiki>{{city}}</nowiki>
|
|-
| <nowiki>{{zip}}</nowiki>
|
|-
| <nowiki>{{countryGreece}}</nowiki>
|
|-
| <nowiki>{{roomsSaturn(Double)}}</nowiki>
|
|-
| <nowiki>{{notesnull}}</nowiki>
|
|-
| <nowiki>{{bookingAgencyReferenceCodes}}</nowiki>
|
|-
| <nowiki>{{guests}}</nowiki>
|
|-
| <nowiki>{{stayFrom}}</nowiki>
|
|-
| <nowiki>{{stayTo}}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:53:27Z

Rania: /* Confirmation of Reservation */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! what it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

===Invoice===
{| class="wikitable"
! field
! what is populated with
|-
| <nowiki>{{netSubtotal}}</nowiki>
|
|-
| <nowiki>{{netSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{grossSubtotal}}</nowiki>
|
|-
| <nowiki>{{grossSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{serviceStart}}</nowiki>
|
|-
| <nowiki>{{serviceEnd}}</nowiki>
|
|-
| <nowiki>{{serviceDuration}}</nowiki>
|
|-
| <nowiki>{{itemType}}</nowiki>
|
|-
| <nowiki>{{numAdults}}</nowiki>
|
|-
| <nowiki>{{numChildren}}</nowiki>
|
|-
| <nowiki>{{quantity}}</nowiki>
|
|-
| <nowiki>{{itemDescription}}</nowiki>
|
|-
| <nowiki>{{grossUnitPrice}}</nowiki>
|
|-
| <nowiki>{{grossUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{netUnitPrice}}</nowiki>
|
|-
| <nowiki>{{netUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{taxes}}</nowiki>
|
|-
| <nowiki>{{totalNumAdults}}</nowiki>
|
|-
| <nowiki>{{totalNumChildren}}</nowiki>
|
|-
| <nowiki>{{totalNumPersons}}</nowiki>
|
|-
| <nowiki>{{totalNet}}</nowiki>
|
|-
| <nowiki>{{totalNetCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGross}}</nowiki>
|
|-
| <nowiki>{{totalGrossCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGrossBefore}}</nowiki>
|
|-
| <nowiki>{{totalGrossBeforeCurrency}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPayments}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPaymentsCurrency}}</nowiki>
|
|-
| <nowiki>{{remainingBalance}}</nowiki>
|
|-
| <nowiki>{{remainingBalanceCurrency}}</nowiki>
|
|-
| <nowiki>{{extraTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTax}}</nowiki>
|
|-
| <nowiki>{{totalTaxCurrency}}</nowiki>
|
|-
| <nowiki>{{date}}</nowiki>
|
|-
| <nowiki>{{number}}</nowiki>
|
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastnameWillson}}</nowiki>
|
|-
| <nowiki>{{firstnameMichael}}</nowiki>
|
|-
| <nowiki>{{taxid}}</nowiki>
|
|-
| <nowiki>{{taxid2}}</nowiki>
|
|-
| <nowiki>{{occupation}}</nowiki>
|
|-
| <nowiki>{{address1}}</nowiki>
|
|-
| <nowiki>{{address2}}</nowiki>
|
|-
| <nowiki>{{city}}</nowiki>
|
|-
| <nowiki>{{zip}}</nowiki>
|
|-
| <nowiki>{{countryGreece}}</nowiki>
|
|-
| <nowiki>{{roomsSaturn(Double)}}</nowiki>
|
|-
| <nowiki>{{notesnull}}</nowiki>
|
|-
| <nowiki>{{bookingAgencyReferenceCodes}}</nowiki>
|
|-
| <nowiki>{{guests}}</nowiki>
|
|-
| <nowiki>{{stayFrom}}</nowiki>
|
|-
| <nowiki>{{stayTo}}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:52:46Z

Rania: /* Invoice */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! what it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
{| class="wikitable"
! field
! what is populated with
|-
| <nowiki>{{netSubtotal}}</nowiki>
|
|-
| <nowiki>{{netSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{grossSubtotal}}</nowiki>
|
|-
| <nowiki>{{grossSubtotalCurrency}}</nowiki>
|
|-
| <nowiki>{{serviceStart}}</nowiki>
|
|-
| <nowiki>{{serviceEnd}}</nowiki>
|
|-
| <nowiki>{{serviceDuration}}</nowiki>
|
|-
| <nowiki>{{itemType}}</nowiki>
|
|-
| <nowiki>{{numAdults}}</nowiki>
|
|-
| <nowiki>{{numChildren}}</nowiki>
|
|-
| <nowiki>{{quantity}}</nowiki>
|
|-
| <nowiki>{{itemDescription}}</nowiki>
|
|-
| <nowiki>{{grossUnitPrice}}</nowiki>
|
|-
| <nowiki>{{grossUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{netUnitPrice}}</nowiki>
|
|-
| <nowiki>{{netUnitPriceCurrency}}</nowiki>
|
|-
| <nowiki>{{taxes}}</nowiki>
|
|-
| <nowiki>{{totalNumAdults}}</nowiki>
|
|-
| <nowiki>{{totalNumChildren}}</nowiki>
|
|-
| <nowiki>{{totalNumPersons}}</nowiki>
|
|-
| <nowiki>{{totalNet}}</nowiki>
|
|-
| <nowiki>{{totalNetCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGross}}</nowiki>
|
|-
| <nowiki>{{totalGrossCurrency}}</nowiki>
|
|-
| <nowiki>{{totalGrossBefore}}</nowiki>
|
|-
| <nowiki>{{totalGrossBeforeCurrency}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPayments}}</nowiki>
|
|-
| <nowiki>{{totalUninvoicedPaymentsCurrency}}</nowiki>
|
|-
| <nowiki>{{remainingBalance}}</nowiki>
|
|-
| <nowiki>{{remainingBalanceCurrency}}</nowiki>
|
|-
| <nowiki>{{extraTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTaxes}}</nowiki>
|
|-
| <nowiki>{{totalTax}}</nowiki>
|
|-
| <nowiki>{{totalTaxCurrency}}</nowiki>
|
|-
| <nowiki>{{date}}</nowiki>
|
|-
| <nowiki>{{number}}</nowiki>
|
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastnameWillson}}</nowiki>
|
|-
| <nowiki>{{firstnameMichael}}</nowiki>
|
|-
| <nowiki>{{taxid}}</nowiki>
|
|-
| <nowiki>{{taxid2}}</nowiki>
|
|-
| <nowiki>{{occupation}}</nowiki>
|
|-
| <nowiki>{{address1}}</nowiki>
|
|-
| <nowiki>{{address2}}</nowiki>
|
|-
| <nowiki>{{city}}</nowiki>
|
|-
| <nowiki>{{zip}}</nowiki>
|
|-
| <nowiki>{{countryGreece}}</nowiki>
|
|-
| <nowiki>{{roomsSaturn(Double)}}</nowiki>
|
|-
| <nowiki>{{notesnull}}</nowiki>
|
|-
| <nowiki>{{bookingAgencyReferenceCodes}}</nowiki>
|
|-
| <nowiki>{{guests}}</nowiki>
|
|-
| <nowiki>{{stayFrom}}</nowiki>
|
|-
| <nowiki>{{stayTo}}</nowiki>
|
|}

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:22:46Z

Rania: /* Confirmation of Reservation */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! what it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:21:09Z

Rania: /* Confirmation of Reservation */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! wha it is populated with
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| <nowiki>{{datefrom}}</nowiki>
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| <nowiki>{{dateto}}</nowiki>
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| <nowiki>{{nights}}</nowiki>
| the number of the total nights registered in the reservation, e.g. 7.
|-
| <nowiki>{{adults}}</nowiki>
| the number of the adults registered in the reservation, e.g. 2.
|-
| <nowiki>{{children}}</nowiki>
| the number of the children registered in the reservation, e.g. 2.
|-
| <nowiki>{{totalprice}}</nowiki>
| the total price of the reservation, e.g. 448,00 EUR
|-
| <nowiki>{{balance}}</nowiki>
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| <nowiki>{{roomtype}}</nowiki>
| the type of the room as it is registered in the system.
|-
| <nowiki>{{roomtitle}}</nowiki>
| the name of the room as it is registered in the system.
|}

"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:19:10Z

Rania: /* Confirmation of Reservation */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===

{| class="wikitable"
! field
! wha it is populated with
|-
| lastname
| the last name of the customer as registered in the reservation, e.g. "Willson".
|-
| firstname
| the first name of the customer as registered in the reservation, e.g. "Michael".
|-
| datefrom
| the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.
|-
| dateto
| the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.
|-
| nights
| the number of the total nights registered in the reservation, e.g. 7.
|-
| adults
| the number of the adults registered in the reservation, e.g. 2.
|-
| children
| the number of the children registered in the reservation, e.g. 2.
|-
| totalprice
| the total price of the reservation, e.g. 448,00 EUR
|-
| balance
| the balance amount after a deposit, e.g. 368,00 EUR
|-
| roomtype
| the type of the room as it is registered in the system.
|-
| roomtitle
| the name of the room as it is registered in the system.
|}

"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:15:48Z

Rania: /* Payment Receipt */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

===Payment Receipt===

{| class="wikitable"
! Field
! what it is populated with
|-
| <nowiki>{{date}}</nowiki>
| the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T10:14:39Z

Rania: /* How to Edit the Content of a Template */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

===Payment Receipt===

{| class="wikitable"
! <nowiki>{{date}}</nowiki>
! the current date
|-
| <nowiki>{{number}}</nowiki>
| the next available number of the payment receipt
|-
| <nowiki>{{numbervalue}}</nowiki>
|
|-
| <nowiki>{{series}}</nowiki>
|
|-
| <nowiki>{{lastname}}</nowiki>
| the last name of the customer included in the reservation
|-
| <nowiki>{{firstname}}</nowiki>
| the first name of the customer included in the reservation
|-
| <nowiki>{{reservation.datefrom}}</nowiki>
| the first date of the specific reservation.
|-
| <nowiki>{{reservation.dateto}}</nowiki>
| the last date of the specific reservation.
|-
| <nowiki>{{reservation.nights}}</nowiki>
| the nights included in the specific reservation
|-
| <nowiki>{{reservation.adults}}</nowiki>
| the number of adults included in the specific reservation.
|-
| <nowiki>{{reservation.children}}</nowiki>
| the number of children included in the specific reservation.
|-
| <nowiki>{{reservation.board}}</nowiki>
|
|-
| <nowiki>{{reservation.notes}}</nowiki>
| the reservation notes.
|-
| <nowiki>{{reservation.customernotes}}</nowiki>
| the customer's notes included in the reservation.
|-
| <nowiki>{{reservation.totalprice}}</nowiki>
| the total amount of the reservation.
|-
| <nowiki>{{reservation.roomtype}}</nowiki>
| the type of the room, according to the types that are registered in the system.
|-
| <nowiki>{{amount}}</nowiki>
| the amount of the payment.
|-
| <nowiki>{{paymentmethod}}</nowiki>
| the payment method of the specific payment
|-
| <nowiki>{{notes}}</nowiki>
| notes included in the payment
|-
| <nowiki>{{paymentdate}}</nowiki>
| the date that the payment is registered
|}

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T09:05:36Z

Rania: /* Invoice */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:56:47Z

Rania: /* Templates Related to Reservations */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:55:47Z

Rania: /* Use of Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:42:38Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" shows a larger view.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is related to the e-mail that is automatically generated by the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager first.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:20:09Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| It is related to a reservation and it is used for emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:13:40Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' To save the registration.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:12:52Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is used for emails, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:12:11Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template is connected to an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:10:54Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:

''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:10:36Z

Rania: /* View Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through:

'''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:
''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:10:16Z

Rania: /* Creating Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following these steps:
''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:09:12Z

Rania: /* View Templates */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:07:06Z

Rania: /* How to Edit the Content of a Template */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be achieved through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. '''<nowiki>{{firstname}} {{lastname}}</nowiki>''',
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:06:39Z

Rania: /* How to Edit the Content of a Template */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be achieved through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. <nowiki> '''{{firstname}} {{lastname}}''' </nowiki>,
your reservation is confirmed"

the result can be:

"Dear Mr. '''Michael Willson''',
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:05:52Z

Rania: /* How to Edit the Content of a Template */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be achieved through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. <nowiki>{{firstname}} {{lastname}}</nowiki>,
your reservation is confirmed"

the result can be:

"Dear Mr. Michael Willson,
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T08:05:21Z

Rania: /* How to Edit the Content of a Template */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

==View Templates==

Accessing templates can be achieved through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

[[File:tem_new_en.png]]

'''1. Title:''' The name of the template should be inserted in this field.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table below.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

{| class="wikitable"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab of emails e.g. confirmation of the reservation,"thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific information for invoicing, e.g. the counter,customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece. It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine. It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the charges that a customer should pay so far. It is like a proforma

invoice. For example, a customer has scheduled to stay in a hotel for 10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc. This template will include these charges.
|}

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==
The formatting of the template content is possible by using the tools given by the system.

First of all, there are the standard formatting buttons -like included in Microsoft Word- that allow, for example the letters to be bold, the alignment in the center etc. If a user feels comfortable with HTML code can go to View - Source Code and make any change in the window that opens. By clicking ok the changes are reflected directly to the template content.

Every template type has its own family or set of fields that allow the system to bring the information needed depending on the case.

The fields are included in these symbols: '''{{ }}'''

For example, in a confirmation reservation e-mail, if it is typed :

"Dear Mr. {{firstname}} {{lastname}},
your reservation is confirmed"

the result can be:

"Dear Mr. Michael Willson,
your reservation is confirmed"

=== Confirmation of Reservation ===
"lastname": This brings the last name of the customer as registered in the reservation, e.g. "Willson".

"firstname": This brings the first name of the customer as registered in the reservation, e.g. "Michael".

"datefrom": This is the first day of the reservation, i.e. the arrival date, e.g. 24/08/2017.

"dateto": This is the last day of the reservation, i.e. the departure date, e.g. 31/08/2017.

"nights": This brings the number of the total nights registered in the reservation, e.g. 7.

"adults": This brings the number of the adults registered in the reservation, e.g. 2.

"children": This brings the number of the children registered in the reservation, e.g. 2.

"totalprice": This brings the total price of the reservation, e.g. 448,00 EUR

"balance": This brings the balance amount after a deposit, e.g. 368,00 EUR

"roomtype": This brings the type of the room as it is registered in the system.

"roomtitle": This brings the name of the room as it is registered in the system.

===Invoice===
In every line I can have:
"netSubtotal": "213,33 EUR",
"netSubtotalCurrency": {},
"grossSubtotal": "213,33 EUR",
"grossSubtotalCurrency": {},
"serviceStart": "24/08/2017",
"serviceEnd": "30/08/2017",
"serviceDuration": "24/08/2017-30/08/2017",
"itemType": 1,
"numAdults": 2,
"numChildren": 0,
"quantity": 7.0,
"itemDescription": "Overnight (Room Saturn)",
"grossUnitPrice": "30,48 EUR",
"grossUnitPriceCurrency": {},
"netUnitPrice": "30,48 EUR",
"netUnitPriceCurrency": {},
"taxes": []
The general information

"totalNumAdults": 2,
"totalNumChildren": 0,
"totalNumPersons": 2,
"totalNet": "448,00 EUR",
"totalNetCurrency": {},
"totalGross": "448,00 EUR",
"totalGrossCurrency": {},
"totalGrossBefore": "448,00 EUR",
"totalGrossBeforeCurrency": {},
"totalUninvoicedPayments": "80,00 EUR",
"totalUninvoicedPaymentsCurrency": {},
"remainingBalance": "368,00 EUR",
"remainingBalanceCurrency": {},
"extraTaxes": [],
"totalTaxes": [],
"totalTax": "0,00 EUR",
"totalTaxCurrency": {},
"date": "01/09/2017",
"number": "1002",
"numbervalue": "1002",
"series": "",
"lastname": "Willson",
"firstname": "Michael",
"taxid": "",
"taxid2": "",
"occupation": "",
"address1": "",
"address2": "",
"city": "",
"zip": "",
"country": "Greece",
"rooms": "Saturn (Double)",
"notes": null,
"bookingAgencyReferenceCodes": "",
"guests": "",
"stayFrom": "24/08/2017",
"stayTo": "31/08/2017"

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-09-01T07:53:04Z

Rania: /* Confirmation of Reservation */

Templates

2017-09-01T07:18:50Z

Rania: /* Confirmation of Reservation */

Templates

2017-09-01T07:05:46Z

Rania: /* How to Edit the Content of a Template */

Templates

2017-09-01T06:33:39Z

Rania: /* How to Edit the Content of a Template */

Templates

2017-09-01T06:32:49Z

Rania: /* How to Edit the Content of a Template */

Templates

2017-08-31T12:14:02Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:13:34Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:12:58Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:11:12Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:09:50Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:09:16Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:07:13Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:04:00Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:03:35Z

Rania: /* Creating Templates */

Templates

2017-08-31T12:03:05Z

Rania: /* Creating Templates */

Templates

2017-08-31T11:46:07Z

Rania: /* View Templates */

Templates

2017-08-31T11:44:59Z

Rania:

Templates

2017-08-31T10:59:28Z

Rania:

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

{| class="wikitable" style="float:right; margin-left: 10px;"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab

of emails e.g. confirmation of the reservation, "thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific

information for invoicing, e.g. the counter, customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine.

It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property

manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept

the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return

money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the

charges that a customer should pay so far. It is like a proforma invoice.

For example, a customer has scheduled to stay in a hotel for

10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc.

This template will include these charges.
|}

[[File:tem_new_en.png]]

'''1. Title:''' It helps to understand and remember what the template is about.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table at the right side.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==How to Edit the Content of a Template==

formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.

sophisticated fields

{{ }} include a field

every template type has its own family or set of fields .

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-08-31T10:30:57Z

Rania: /* Templates Related to Payments */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

{| class="wikitable" style="float:right; margin-left: 10px;"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab

of emails e.g. confirmation of the reservation, "thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific

information for invoicing, e.g. the counter, customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine.

It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property

manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept

the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return

money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the

charges that a customer should pay so far. It is like a proforma invoice.

For example, a customer has scheduled to stay in a hotel for

10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc.

This template will include these charges.
|}

[[File:tem_new_en.png]]

'''1. Title:''' It helps to understand and remember what the template is about.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table at the right side.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

In this window the system requests the template to be defined.

When a template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==The Structure of a Template==

==How to Edit a Template Using HTML code==
formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.

sophisticated fields

{{ }} include a field

every template type has its own family or set of fields .

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-08-31T10:29:51Z

Rania: /* Templates Related to Payments */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

{| class="wikitable" style="float:right; margin-left: 10px;"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab

of emails e.g. confirmation of the reservation, "thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific

information for invoicing, e.g. the counter, customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine.

It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property

manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept

the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return

money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the

charges that a customer should pay so far. It is like a proforma invoice.

For example, a customer has scheduled to stay in a hotel for

10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc.

This template will include these charges.
|}

[[File:tem_new_en.png]]

'''1. Title:''' It helps to understand and remember what the template is about.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table at the right side.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

When one template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==The Structure of a Template==

==How to Edit a Template Using HTML code==
formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.

sophisticated fields

{{ }} include a field

every template type has its own family or set of fields .

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-08-31T10:29:16Z

Rania: /* Payment Receipt */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

{| class="wikitable" style="float:right; margin-left: 10px;"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab

of emails e.g. confirmation of the reservation, "thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific

information for invoicing, e.g. the counter, customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine.

It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property

manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept

the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return

money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the

charges that a customer should pay so far. It is like a proforma invoice.

For example, a customer has scheduled to stay in a hotel for

10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc.

This template will include these charges.
|}

[[File:tem_new_en.png]]

'''1. Title:''' It helps to understand and remember what the template is about.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table at the right side.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

====Payment Receipt====
[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked.

[[File:tem_res_rec_2_en.png]]

When one template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==The Structure of a Template==

==How to Edit a Template Using HTML code==
formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.

sophisticated fields

{{ }} include a field

every template type has its own family or set of fields .

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-08-31T10:28:29Z

Rania: /* Payment Receipt */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

{| class="wikitable" style="float:right; margin-left: 10px;"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab

of emails e.g. confirmation of the reservation, "thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific

information for invoicing, e.g. the counter, customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine.

It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property

manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept

the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return

money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the

charges that a customer should pay so far. It is like a proforma invoice.

For example, a customer has scheduled to stay in a hotel for

10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc.

This template will include these charges.
|}

[[File:tem_new_en.png]]

'''1. Title:''' It helps to understand and remember what the template is about.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table at the right side.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

====Payment Receipt====
[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"2. Receipt"''' button should be clicked, so that the next window opens:

[[File:tem_res_rec_2_en.png]]
2.
When one template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==The Structure of a Template==

==How to Edit a Template Using HTML code==
formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.

sophisticated fields

{{ }} include a field

every template type has its own family or set of fields .

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template

Templates

2017-08-31T10:27:47Z

Rania: /* Payment Receipt */

Templates are very important as they allow the creation of personalized invoices, email confirmations , registration cards, folio etc.

They include a layout and some sort of fields that are automatically populated by the system.

So, a user has the idea that the email sent to him is personalized and written manually while, in reality, it is composed automatically by the system.

==View Templates==

Accessing templates can be done through: '''Options⇒ Settings⇒ Templates'''

[[File:tem_list_en.png]]

In this list, there are some templates already registered by the system. The type of the template is displayed in the 3rd column '''("Type")'''.

'''New template:''' It is used for creating a new template .

'''Show filter:''' It is used for searching templates in the list, using the available filters.

==Creating Templates==
A new template can be created by following the steps: ''' Options⇒ Settings⇒ Templates⇒ New template'''

{| class="wikitable" style="float:right; margin-left: 10px;"
! colspan="2" style="text-align: center;" | Template Types
|-
| Reservation
| This is related to a reservation and it is included in the tab

of emails e.g. confirmation of the reservation, "thank you" e-mail,

instructions how to come to the hotel etc.
|-
| Invoice
| This is a standard layout with fields that should include specific

information for invoicing, e.g. the counter, customer's billing

information, various taxes applied etc.
|-
| Receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Payment receipt
| This is a similar concept to invoice but used only in Greece.

It does not apply to other countries.
|-
| Reservation request
| This is the e-mail template that comes from the booking engine.

It is called "request" because the reservations coming from the

booking engine have to be confirmed by the hotelier or the property

manager.
|-
| Registration card
| This is a kind of form given to the customer to sign and accept

the terms of the property e.g. any damage takes place, the customer

is liable for.
|-
| Credit invoice
| It belongs to the invoicing documents used to credit or return

money to the customer.
|-
| Folio
| It is a hotel business term that includes the total amount of the

charges that a customer should pay so far. It is like a proforma invoice.

For example, a customer has scheduled to stay in a hotel for

10 nights and the 5th one he wants to know what is the total

amount he owes for extra charges, minibar etc.

This template will include these charges.
|}

[[File:tem_new_en.png]]

'''1. Title:''' It helps to understand and remember what the template is about.

'''2. Template type :''' It defines what kind of template will be created. Further details are included in the table at the right side.

'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content.

'''4. Subject:''' It is valid only in case that a template concerns an email, e.g. "thank you for your stay" etc.

'''5. Content:''' This is the main part of the template. Formatting is possible using the standard formatting buttons like included in Microsoft Word. If the view is limited, the button "full screen" can provide a larger one.

'''6. Ok:''' Save the entry.

==Use of Templates==

===Templates Related to Reservations===

====Reservation request====
The "reservation request" template type is used for the e-mails that are sent automatically by the Booking Engine.

They include the reservation information that is useful to the customers.

'''Options⇒ Booking Engine⇒ E-mail'''

[[File:Tem be en.png]]

Every activated language can be connected to various templates. In the example, only the English language is activated, so the respective templates are appeared.

====Reservation====
[[File:tem_res_email_en.png]]

All the "reservation" templates are included in the tab "E-mail" of a reservation window.

When one of them is selected, it is automatically populated by the system with data like the name, address etc.

====Registration Card====
[[File:Tem res reg card en.png]]

After clicking the '''"registration card"''' button the following window opens.

[[File:Tem res reg card 2 en.png]]

All the "registration card" templates are included in this drop-down list.
When one of them is selected, it is automatically populated by the system with the predefined data.

====Folio====
[[File:Tem res folio en.png]]

After clicking the "folio" button the following window opens.

MISSING PHOTO

All the "folio" templates are included in this drop-down list. When one of them is selected, it is automatically populated by the system with the predefined data.

''real folio at the end of the presentation''

===Templates Related to Invoicing===
The "invoice", "credit invoice" and "receipt" are related to invoicing.

At this step of the invoicing procedure, the system requests the template to be defined.

[[File:Tem credit 1 en.png]]

When the template is selected from the drop-down list, it is automatically populated by the system with the predefined data.

===Templates Related to Payments===

====Payment Receipt====
[[File:tem_res_rec_en.png]]

In the tab '''"Payments"''', a payment should be selected '''(1)''' and then the '''"Receipt"''' button '''(2)''' should be clicked, so that the next window opens:

[[File:tem_res_rec_2_en.png]]

When one template is selected, it is automatically populated by the system with data like the name, address etc.

This receipt has no legal validity. It is just a proof of receiving money.

==The Structure of a Template==

==How to Edit a Template Using HTML code==
formatting is possible like making the letters Bold, align something in the center, std formatting buttons like included in Microsoft Word and if I am feeling comfortable with HTML code I can go to view- source code and do changes in the window that opens. clicking ok and any changes are reflected directly to the content of the template.

sophisticated fields

{{ }} include a field

every template type has its own family or set of fields .

==OLD CONTENT==

You can easily create beautiful email templates in minutes.

You can create as many templates as you need e.g. 'Confirmation reservation' email, 'Thank you' email etc. and use these from inside the reservation to send dynamic emails to your customers. By using the dynamic emails feature you will save a lot of time in communications with your customers and you will improve customer loyalty.

Below you will find a range of variables that you can use inside the template. By using the variables, you can send relevant and personalized emails to your customers without the need of typing anything manually again and at the same time your emails look personalized as they dynamically generate all information related to your customers’ reservation.

We don't impose any design restrictions.
Got the skills to roll your own email designs? You can create your own HTML template and paste it in templates.
You do not know HTML or how to design an email? No worries, you can use the provided simple to use editor and just type in the text you want.
To create dynamic email templates go to Settings-Templates and click the New template button.

NOTICE: Variables are case sensitive and should be used exactly as they are defined in the system. e.g. {{ firstname }}. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

[[File:variables.png]]

[[File:variables_exam.png]]

[[File:variables_exam1.png]]

[[File:variables_exam2.png]]

[[File:variables_exam3.png]]

[[File:variables_exam4.png]]

===HOW-TO's ===
* How to make a small change in an existing template