Making a new reservation via Planboard
Select an available date range directly at the correct object by clicking and dragging, or first create a shortlist of objects using the filters at the top of your planboard.
Using the planboard filters allows you to quickly display the objects that you want without having to scroll down.
Read more: Available filters for the Planboard
Select the correct dates
You can select an available date range directly at the desired object by clicking and dragging. To first create a shortlist of objects that meet your guest's wishes, use the available filter options.
You can also filter by availability, by first clicking the desired arrival date and then the desired departure date in the date bar.
After selecting the dates for the desired object, a pop-up will appear with a quick price indication based on the dates and the (adjustable) guest group. Click 'Create reservation' at the bottom of the pop-up to continue with creating the reservation.
Using this same method, it is possible to block objects, which is why the pop-up also has the options 'Block' and 'Block multiple'.
This is also where you'll see a warning if the selected dates fall outside the arrival and departure scheme, or if the price list for this period has not yet been filled.
Enter contact details
You are now in the reservation form, where you enter the booker's details.
If the booker has made a reservation before, the contact details can be quickly found by searching in one of the fields with a magnifying glass. Based on this, you will get suggestions that you can click to quickly fill in the available contact details.
Add or change details as necessary, including any deviating invoice details.
Also check the communication preference consent boxes as permitted. The first one is for newsletter subscription (managed in CMS), and the second one allows data to be shared with Google, for personalized online ads.
More information about the details saved in a contact: Booker contact management
When entering the contact details, you'll still see the overview on the right side. Here, changing objects or adjusting the guest group and/or dates is possible. The totals of prices and cost items will change accordingly.
Other
The settings under the 'other' header allow you to apply a coupon code for your guest, specify a traffic source (how the guest became aware of your accommodations), or add a guest remark that will be added to the reservation as a memo.
You can also change the channel if needed. The channel is set to 'backoffice' by default, because you are creating the reservation for your guest.
Confirm the reservation
If everything has been entered correctly, click 'Confirm' at the bottom of the overview. You will now enter the detail page of the reservation made. Here, it is also still possible to change details or add extras to the order.
When everything is final, click the 'Confirm and send invoice' button to send the invoice for this reservation to the guest.
For more information about the data and options in the reservation, read Find and edit reservations and/or Payments, guest invoice and channel invoice