8/3/09 - Emailing Out Booking Statements

We are continuously adding more efficient ways to create bookings via your Control Panel. In addition to directly creating bookings from the "Make a Booking" page in the control panel, you can also turn leads into bookings on the lead processing page, or create bookings straight from your tape chart. To better accommodate your reservation processes, we have added a "Email Statement" control which allows you to email the reservation statement out to your guests, including all booking details. Here is how to create a booking, and email out a statement:

1. Add the general information regarding the property, including the status and lead source

2. Add a customer name. If you have additional guest information handy, click ‘new’ in the panel and add full contact information

3. Enter the dates of travel and click ‘search’. This will prompt a list of available properties for those dates. Then click on the applicable property which will load into the ‘Property Info’ panel

4. ‘Save’ the booking record

5. Review the Statement (tab) found on the horizontal blue navigation bar. If needed edit the statement to create a customized rate. To add a fee, input a value in this format “111.11”. To add a credit which will reduce the end cost, input a value in this format “-111.11”. Review the statement and then click ‘Save’

6. Navigate over to the Credit Card tab and enter payment information. Then click ‘Save’

7. Once the booking information is complete, you will be able to email out a detailed statement to your guest. Click on the ‘EmailStatement’ option that will quickly send your guest a confirmation email with all the details