Difference between revisions of "Booking agency Setup"

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Go to '''Settings''' and click '''Booking agencies'''.
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==Create a new Booking agency==
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To create a new listing for a Booking agency, go to '''Options ⇒ Settings ⇒ Booking agencies'''.
  
 
Click the button '''New booking agency'''.  
 
Click the button '''New booking agency'''.  
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Inside the form you fill in the form as shown below:
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[[File:nbookage.png|700px|]]
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[[File:nbookage1.png|700px|]]
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#Type the title or name of the booking agency (for example booking.com, TUI etc.).  
 
#Type the title or name of the booking agency (for example booking.com, TUI etc.).  
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#If you are using channel management and this agency is an OTA, connect it with the corresponding channel, otherwise select "without channel".
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#Start typing the name of the customer that you have created for this agency. This way when this booking agency is being invoiced, all its invoicing information will be immediately filled. Apart from that, by connecting the booking agency to a customer, you can see all the agency's transactions under this customer. Click here for more information on how to [[Customer_Management#Create_a_new_customer|create a new customer]] in the name of the agency.
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#Chose the right option from the list
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#You can upload an icon for this agency (for OTAs you do not need to upload one)
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#You can select the color that this agency's reservations will have on your [[The Reservations Calendar|calendar]]
 
#Select '''Enabled''' to enable the booking agency.  
 
#Select '''Enabled''' to enable the booking agency.  
 
#Select '''Override prices''' if you want to be able to override prices within the reservation. To be able to Overide prices for a booking agency, you have to enable it here and also have this option enabled in user permissions.
 
#Select '''Override prices''' if you want to be able to override prices within the reservation. To be able to Overide prices for a booking agency, you have to enable it here and also have this option enabled in user permissions.
 
#Click '''OK'''.
 
#Click '''OK'''.
  
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Disable a booking agency:
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==Disable a booking agency==
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Click on the booking agency that you want to disable. Uncheck 'Enabled'. Click OK.
 
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==[[Contracts]]==
 
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To create a new contract, go to '''Settings''' and click '''Contracts'''.
 
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Click on the button '''New contract'''.
 
  
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'''Basic data''':
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To disable a listing for a Booking agency, go to '''Options ⇒ Settings ⇒ Booking agencies'''.
  
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#'''Title''': Type the name of the agency.
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*Click on the booking agency that you want to disable.  
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#'''Agency''': Select the agency from the list.
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*Uncheck 'Enabled'.  
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#'''Channel''': This is used only with OTAs, such as Booking.com after the connection has been completed.
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*Click OK.
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#'''From''': Starting date of the contract.
 
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#'''To''': End date of the contract.
 
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#'''Price list''': Choose the price list related to this contract
 
  
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'''Rooms''':
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==Contracts==
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At this tab you can set the sales target and the minimum contractual allotment per type of room and per period.
 
  
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NOTICE: Sales targets are used in various reports regarding occupancy (occupancy per day, occupancy per booking agency etc.). Therefore it is important to set the sales target for each booking agency in order to get correct reports and be able to make correct decisions.
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Click [[Contracts|here]] to see more information about contracts

Latest revision as of 12:09, 22 February 2024

Create a new Booking agency

To create a new listing for a Booking agency, go to Options ⇒ Settings ⇒ Booking agencies.

Click the button New booking agency.


Inside the form you fill in the form as shown below:


Nbookage.png Nbookage1.png


  1. Type the title or name of the booking agency (for example booking.com, TUI etc.).
  2. If you are using channel management and this agency is an OTA, connect it with the corresponding channel, otherwise select "without channel".
  3. Start typing the name of the customer that you have created for this agency. This way when this booking agency is being invoiced, all its invoicing information will be immediately filled. Apart from that, by connecting the booking agency to a customer, you can see all the agency's transactions under this customer. Click here for more information on how to create a new customer in the name of the agency.
  4. Chose the right option from the list
  5. You can upload an icon for this agency (for OTAs you do not need to upload one)
  6. You can select the color that this agency's reservations will have on your calendar
  7. Select Enabled to enable the booking agency.
  8. Select Override prices if you want to be able to override prices within the reservation. To be able to Overide prices for a booking agency, you have to enable it here and also have this option enabled in user permissions.
  9. Click OK.

Disable a booking agency

To disable a listing for a Booking agency, go to Options ⇒ Settings ⇒ Booking agencies.

  • Click on the booking agency that you want to disable.
  • Uncheck 'Enabled'.
  • Click OK.

Contracts

Click here to see more information about contracts

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