Making a new reservation

There are several ways to make a reservation in BEX PMS. This article describes the most common one: the +Booking button, which is always available in the green bar at the top of the screen. Other ways are listed at the end.

Find an available object

1. In the green bar at the top of BEX PMS, click +Booking and select Single reservation.

2. Use the Period and Length of stay filters to match the guest's wishes:

   • Exact dates: select the dates in Period and choose Whole period in Length of stay.

   • Flexible dates, such as "a long weekend in August or September": set Period to August 1–September 30 and choose Long weekend.

3. Optional: use the Channel filter to compare the price of a direct booking with the price through an external channel.

4. Click View next to a search result. Or switch to the map view and click the marker of the object you want. The cost specification for that object, the dates and the guest group opens.

5. Click Continue to open the reservation form.

Enter the booker details

1. If the booker has stayed before, type in a field with a magnifying glass and click the suggestion. The known contact details are filled in.

2. Add or change details if needed, including invoice details that differ from the booker's.

3. Select the communication preferences the booker agrees to: the newsletter (managed in BEX CMS), and sharing data with Google for personalized ads.

4. Optional: under Other, add a coupon code, a traffic source, or a guest remark. The remark is saved as a memo on the reservation.

Confirm the reservation and send the invoice

1. At the bottom of the overview, click Confirm. The reservation page opens.

2. Check the details and make any final changes.

3. Click Confirm and send invoice. The guest receives the confirmation and the invoice.

Other ways to make a reservation

• From the Planboard: filter for available objects and create the reservation there. Read more: Making a new reservation via Planboard

• By copying an older reservation: keeps the guest's details. Read more: Copying a reservation to create a new one

• From the object page: useful when the guest wants a specific object. Open the object, check the availability calendar, and click +New reservation.

• By taking over a website booking: help a guest who gets stuck while booking on your website via the booking portal. Read more: Booking portal

• On behalf of an owner: for an owner's stay in their own object. Read more: Making a reservation on behalf of an owner

Good to know

• Can I change the object, dates or guest group in the reservation form? Yes. Use the overview on the right side of the form. The prices and cost items update automatically.

• When does the guest receive the booking confirmation? When you click Confirm and send invoice on the reservation page.

• Why can't I switch to the map view? The map view needs a map of your objects in BEX PMS. It also only works when the Length of stay filter is set to Whole period.