The Reservation Window

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Revision as of 08:06, 14 September 2017 by Susan (talk | contribs) (Basic Data)
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Introduction

The Tabs

Basic Data

The field 'status' defines the status of a reservation. The possible options change every time you open or save a reservation, and are related to the stage the reservation is. See Reservation Statuses for more details.

By clicking on one of the lines it pops up a window with further information about this reservation that we can also change if we want to.
Res window 2 en.png

In Basic Data we see:

  1. Once again the reservation's Status
  2. The Reservation date: when this reservation was added to the system
  3. The Agency: if this reservation came e.g. from Booking it would be shown here
  4. The reservation source: it could also mention Booking, Expedia etc or any other source such as "friend"
  5. The dates this guest stays
  6. The nights of his stay
  7. Which room he has booked
  8. What type of room that is
  9. The number of Adults and Children
  10. The Board: if they have booked an all inclusive or just a room for example
  11. What's the Normal price for that room
  12. What's the agreed price
  13. The Balance
  14. The checkbox will indicate if it's a non-refundable price
  15. The name of the guest
  16. The "New Customer" button leads us to add information about a new customer.

If you scroll down in that window you'll see a blank space for Notes as shown in the following picture.
If you do any changes, please don't forget to click "Save".

Res window 3 en.png

Group

The second tab is very helpfull when a customer has made bookings for more than one room under his name.

Res window 6 en.png

We have an example in the following picture where we see that two bookings have been grouped under a customer's name.
In the first column of the table we see the resident's ID, the second column shows in which room they're staying and the third column indicates the charges per room. The last line states the total amount of money he will be charged.

Res window 7 en.png

Payments

In this field new payments are added by clicking on the "New Payment" button.
Res window payments 1 en.png

On the right, by clicking on the downward triangle button (1) to show all the available methods you can select the payment method a guest is paying with e.g. Cash , MasterCard, Visa etc
Then, write the amount (2) and add some notes if you want on the blank space provided (3).
Res window payments 3 en.png

When entering an amount of payment you will see it automatically added in the table on the left.
Res window payments 2 en.png

History

The next tab in the Reservation Window is History Res window history 1 en.png

Here we can see when this reservation was created (1) and by whom, when was its last update and who did it (2) and if there has been a check in or check out (3) next to check in or check out it will show the date and time.
Res window history 2 en.png

E-mail

The next tab is E-mail which allows you to send an e-mail to your guest.
Res window email 1 en.png

In this field you can see your customer's e-mail and his name. By clicking on Template a list of e-mail templates will appear.
Res window email 2 en.png

There you can select the e-mail you want to send to the customer e.g. Confirmation and preview it right below. If you want to send the e-mail, you can do it by clicking "Send"

Res window email 3 en.png

Customer

Cost Breakdown

Guests

Extras