Difference between revisions of "Templates"
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'''1. Title:''' It helps to understand and remember what the template is about. | '''1. Title:''' It helps to understand and remember what the template is about. | ||
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'''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content. | '''3. Language:''' The correct selection of the language ensures that the recipient of the template (invoice, email etc) will understand the content. | ||
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==Use of Templates== | ==Use of Templates== | ||
Revision as of 11:43, 31 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.
Contents
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 Templates
A new template can be created by following the steps: Options⇒ Settings⇒ Templates⇒ New template
| 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.
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. |
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 using the standard formatting buttons like included in Microsoft Word.
If 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
Every activated language can be connected to various templates. In the example, only the English language is activated.
Reservation
In the tab "E-mail", are included all the "reservation" templates. When one of them is selected, it is automatically populated by the system with data like the name, address etc.
Registration Card
After clicking the "registration card" button the following window opens.
The appropriate template should be selected and then be printed.
Folio
Click on "Folio".
real folio at the end of the presentation
Templates Related to Invoicing
When a "Credit invoice" must be issued the respective template type will be used.
A credit invoice can be issued through: Options⇒ Tools⇒ Reservations Invoicing⇒ Invoicing
At this step of invoicing, the credit invoice should be checked. Following the next steps of invoicing procedure, the below window will appear.
The available templates will be included in the drop-down list.
Templates Related to Payments
Receipt
Payment Receipt
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:
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.
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. 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
