The reservations module offers you an overview of all reservations, whether confirmed, cancelled, or on hold. Use the tabs and available filters to find the reservations you are looking for. Click the name on the reservation to view all information of that specific reservation.
Details
At the top left, you’ll find the details of the reservation. The booking number, channel, booking and confirmation date, etc. The fields with a pencil behind them can be edited. In this block, you’ll also find the button to cancel the entire reservation.
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Booker
This block contains the personal data of the main booker. Here too, you can click the pencil icons to edit.
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Payment status
This block is all about payments and invoices related to this reservation. The bar at the top provides an indication of the payment status. Hover over it with your mouse for a quick overview. For more details, click the 'Show more' buttons behind the Total and Balance lines. Use the buttons to log a payment, perform a refund, redeem a voucher, or edit a payment schedule.
At the bottom of the block, the most recent invoice is listed. The button with the three dots lists several possible actions related to this invoice. Click the invoice number to access the invoice directly, or click 'Show history' to view older invoices.
Payments, guest invoice and channel invoice
Booking
In the 'Booking' heading you can add another reservation to this one, creating a group reservation. The other available action here is to resend the reservation confirmation.
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Reservation
This is an important part of the reservation page. It is possible to perform the check-in or check-out here. The car and checkmark icons will show you whether the required license plates and todos have been completed. Click the icons to add a license plate or edit the todos respectively. All information showing a pencil icon to the right of it can be edited.
At the top of this block, there is a quick link to the Planboard, and other available actions and related resources such as the personalised welcome letter and a SEPA form.
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Order
The order shows all items that end up on the final invoice. Using the buttons at the top, you can recalculate the order, edit the package applied to this booking, or add any bundles or loose extras. The pencil and trashcan icons can be used to edit the price of or delete a cost item.
Recalculating the reservation order
Below that, you’ll find any security deposits and their value/state.
Statuses of security deposits
Creating security deposit policies
If you make any changes to the order, you’ll get a notification at the top of your screen with three options for handling this updated order.
New invoice or write-off for updated order
Overview of todos, auto emails and reception messages
Right at the bottom of the screen you’ll find an overview of the scheduled todos. Use the checkboxes to mark an open Todo as completed, or use the '+Todo' button to quickly create a new Todo for this reservation.
In the auto emails tab you’ll find any auto emails that have already been sent or are scheduled to be sent. Use the buttons to resend an email, or to send it early.
The reception messages tab will show you any internal messages sent for this reservation.