Difference between revisions of "Templates"

Revision as of 13:07, 30 August 2017

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

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 a Template

A new template can be created by following the steps: Options⇒ Settings⇒ Templates⇒ New template

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.

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 in this part using the standard formatting buttons like included in Microsoft Word. If the size is limited, the button "full screen" can provide a larger view.

6. Ok: Save the entry.

*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 specif 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.

Templates under tab " email

RESERVATION

The new template can be seen in the list. It can also been seen through the reservation window

Most of the types of templates can be seen through the reservation window or calendar

If you go in a reservation, click on tab email, and then in template field are included all the templates including the one that just created.

the template is populated automatically by the system with data like the name, address etc.

what ever is formatted like {{ }} is actually a field

every template has its own family or set of fields

Templates under "Invoice/ receipt"-- INVOICE/ RECEIPT

PAYMENT RECEIPT templates are included in payment tab in the reservation.

click on payment tab, and make a new payment, click on save

then click on the payment line , click on receipt button and a new window opens

template : select from the drop down list

counter select from the drop down list

no legal validity, it is just a proof of receiving money.

RESERVATION REQUEST for booking engine

go to booking engine options-- booking engine -- email

in there there are different reservation confirmations for each language that is supported

REGISTRATION CARD

It is the button appeared in the registration window and it is about having the customer sign some sort of form about the guests names and the credit card number and actually accepting the terms of the property saying that for example for whatever damage that takes place that the guest is liable to this kind of damages.

within the reservation

click on registration card

and a new window opens to choose the template i want

and then click print

they can only be printed in a printer

CREDIT INVOICE

how to issue a credit invoice

options--tools--reservations invoicing

choose the reservation

click credit invoice

and then the respective templates should be appeared

FOLIO

click on folio button

real folio at the end of the presentation

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

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. Template:Firstname. Below you will find all variables that can be used in email templates. Copy and paste them in your email templates.

HOW-TO's

• How to make a small change in an existing template