In reservation window, you can put a lot of different information related to the guests, room allocation, payments, deposits etc.
In Basic Information section you can put the guest gender, name, last name, email, country and phone number. You can also choose if it's an individual booking a group one.
In case of a group booking the Basic Information section contains the Group name instead of Gender.
On the right side, you can choose the check in and check out date.
You can also manage the number of nights using the arrows in Nights box.
Besides the Total and Total due information, you will find the status, allocation and payment due information.
If you click the arrow on the status you will see a whole list of statuses you can set up. All of them are manual, except Leaving and Late which are applied automatically by the system if you don't perform check in or check out on time.
Below the status, you will find the allocation information. If it's green and it says Allocated it means that the booking was correctly allocated to beds.
If not, it will have an orange colour and it will say Unallocated.
See also: Where I can find unallocated bookings?
Below the Basic Information, you find seven different tabs: Overview, Guest Details, Sales, Deposits, Payments and History.
I. OVERVIEW TAB
The first tab, Overview you can choose the main booking rate and also the main currency.
If you click on the small bed icon, you will be able to see the room overview per guest per night.
In this section, you can also choose different rates for each guest and night (in case you use more than one).
You can also edit the price manually per guest per night. A manually modified price will have a red colour.
If you click on the small house icon, you will be able to see the room overview per room type.
If you want to see also the cancelled nights, click on the small eye icon and choose the option you are interested in:
On the right side you will find four buttons: Coupons, Edit Prices (only accommodation), Add Room Type and Auto Allocate.
Coupons button: How to add and use a coupon?
Edit Prices button: How to edit accommodation prices manually?
Add Room Type button allows you to add a room type to an existing or a new booking.
Auto Allocate button: If for some reason the booking is unallocated, you can allocate it with this button. The system will automatically choose the available beds.
Below the mentioned buttons you will see the accommodation total divided into dorms and private rooms:
Below you will find the Reservation note section. See how to add a reservation note?
II. RESERVATION DETAILS TAB
In the second tab, you can find:
- Booking ID: If the booking is manual the system will create its own ID. You can also put your own ID. In case of channel bookings, the system will show the original booking ID sent to us by the channel.
- Arrival Time
- Booking Method: In case of auto channel reservations, the system will choose automatically the booking method. If it's a manual booking you can choose it by yourself.
Where can I find the booking methods list and how to add a new booking method? See here: How to create a new Booking Method
- Referred By:
- Extra Field 1/2 Name: If you need an extra reservation field you can use this part. You can adjust its name to Property Setting
Booking Owner Details
- DOB: Date of birthday
- ID Type: personal document type
- ID Number: personal document number
- ID Expiry Date: personal document expiry date
- Attach Document: Here you can attach one document per guest.
- Scan ID: This button will work only if you have integrated a special ID scanner. For more information send a message to email@example.com
- Show Credit Card Details: Here you can see the CC details. You can also put them manually.
- Invalid Credit Card: This button sends to Booking.com the information about invalid CC details.
III. GUEST DETAILS TAB
In this tab, you can put each guest details (in case the reservation has more that one person).
You can also change the booking owner. If you do it the details will also change in the previous tab, Reservation details.
See more information here: Booking Owner or Guest
Below you can find the Guest Notes. They can be different for each guest. The Guest Notes as opposed to Reservation Notes, they are NOT visible on quick reservation overview from BedView.
IV. SALES TAB
In this section, you will find the list of sales which made for this booking. You sell something taking payment immediately or with Pay Later option.
You can also return a sold item. See: How to return a sold item?
IV. DEPOSITS TAB
In this section, you can take and return a deposit.
Returned deposits will be marked in grey colour and the ones which should be returned yet, in green.
V. PAYMENTS TAB
In this tab, you will see all information related to payments, reservation payments, refunds, POS sales, surcharges. In the table, there is a list of transactions with the information about the date, account, payment itself, guest which paid and the user which took the payment.
There are four buttons on the right sight of the table:
- Take Payment / Give Refund: How to Take Payment or Give Refund and Default Take Payment window
- Edit Transaction: How can I edit transactions, add descriptions and change categories
- Adjust Balance: How to Adjust Balance of the reservation
Below, in the Summary, you can see the information about values of
- Accommodation Total (with or without commission),
- Accommodation Commission,
- City Tax
in nett, the value of tax and gross:
On the right side of the window, you will see the information about
- Total Charge - the total value of the reservation
- Channel Commission - information about channel commission which can be extracted from the balance due or not (How to add channel commission)
- Received - the amount already paid by the guest
- Balance Due - amount to pay
VI. HISTORY TAB
In History tab, you will see all changes in the reservation, events like reservation created, payment taken, beds changes, modified reservations etc.
All changes made automatically by the system (modifications from portals, emails sent automatically, status changes) will be marked with a red circle:
In case of the changes made manually by users, you will see who made the change, for example:
When you click on an event in the history, on the right side you will see the details of the change, for example, change of beds:
In this last part, at the bottom of the window, you will see these buttons:
- Bed Icon - will show you the reservation on Bed View
- Print button - will create a reservation printout
- Invoice button - gives a possibility to create a new invoice for this reservation
- Email button - using it you can send emails to guests manually
- Take Payment button - take payment with no need to go to Payments tab
On the right side, you can delete the reservation, save it or close.
In case you have any doubts or questions regarding the Reservation Form, please contact firstname.lastname@example.org, we will be happy to help!