What this page is for
This page holds one booking: where and when the guest stays, who they are, where the booking came from, what it is worth and who holds the money. Other modules add panels here, such as Payments and the Split stay list.
Who can use it
- View bookings opens the page. Without Edit bookings the form can't be saved.
- Add bookings is needed to create a booking; Delete bookings to delete one.
- You can only choose properties you have access to.
How to add a booking
- Select Add booking on the Bookings page.
- Choose the Property and enter Check-in and Check-out. The currency fills in from the property.
- Enter the Gross amount and, if there is one, the Platform fee. Leave Net empty to use gross minus fee.
- Fill in the guest details and platform, then select Save.
How to handle an overlap warning
If the dates overlap another booking at the same property, the page lists the clashing bookings. Fix the dates, or tick Save anyway and save again (for example when you are about to cancel a duplicate).
How to delete a booking
Select Delete booking. Deleting the first part of a split stay deletes every part; deleting a later part deletes only that part.
Fields and columns
| Field | What it means | Rules |
|---|---|---|
| Property | Where the guest stays | Required. Offboarded properties aren't offered. |
| Status | Confirmed, Tentative, Blocked, No-show, Cancelled | Required. |
| Check-in, Check-out | Arrival and departure dates | Check-out can't be before check-in. Nights are worked out. |
| Platform | Where the booking came from | From Master data. |
| Reference | The platform's or your own booking reference | Up to 100 characters. |
| Booked on | When the booking was made | Optional. |
| Guest name, email, phone | Contact details | Optional. Email is stored in lower case. |
| Adults, Children | Number of guests | Whole numbers. |
| Currency | Currency of the amounts | Three letters. Defaults to the property's currency. |
| Gross | What the guest pays, including the platform's fee | Required. |
| Platform fee | What the platform keeps | Optional. |
| Net | What you receive | Empty means gross minus fee. |
| Collected by, Money held by | Who took the money and who holds it now | Unpaid bookings are held by Unassigned. |
| Paid | The money has been received | Ticked automatically for platforms that collect payment. |
| Notes | Internal notes | Not shown to guests. |
| Summary | Nights, how the booking was added, when | Read-only. |
| Split stay | The calendar-month parts of a long stay | Read-only. |
| Channel ids | Ids from connected channels | Read-only. |
| History | Every change to this booking | Select an entry to see before and after values. |
Statuses and automation
- Saving fires booking events that other modules use: the Split stays that cross a month end setting splits stays crossing a month end (when ticked), the Payments card records the platform payment for platforms that collect payment.
- Editing one part of a split stay changes only that part.
- Unpaid bookings are collected by and held by the system user Unassigned.
- Every change is recorded in the history.
Settings that change this page
- Warn about overlapping bookings in Module settings.
- Platforms and their Platform collects payment option in Master data.
FAQs
Why can't I untick Paid? The platform is marked Platform collects payment, so its bookings are always paid. Change the platform or the list entry.
Why did my stay turn into two bookings? It crosses a month end and booking split is on. Each part carries its share of the amounts.
Troubleshooting
| Problem | What to do |
|---|---|
| "These dates overlap other bookings" | Check the listed bookings, then fix the dates or tick Save anyway. |
| The property isn't in the list | It is offboarded, or you don't have access to it. |
| "The gross field format is invalid." | Enter a number such as 540 or 540.00, without a currency sign. |