Reference Guide

Make sure you are getting the most out of the information presented to you when responding to inquiries.

Handling each request

Not able or willing to respond to a request - record your reason why here so that you can track the type of inquiries you are getting from each advertiser.

Delete a request, Reply to it using a blank email or pass it on to the Referral Network.

See what each request in the list tells you - what the columns mean

Have you dealt with this person before - what the History symbol can tell you.

Do you want to handle all the requests where you have availability first?

You can see the original email contents of each request without clicking on them.

Edit or Add a quotation, add a discount, change the options and their amounts.

See the full original email request.

See and Search your past requests - send a new quote, see if the email you sent was opened or not.

Add/Edit request information - fix typos in dates and email addresses. See any specific notes the inquirer had and add your response.

View the history for the active request - see what you quoted last time, did the email get opened, disable quotes you want to withdraw, extend expired quotes.

See what your availability is like around the requested dates.

This is where you can see the active to-do items created by your reminders. Use this page to see what you need to do - with a few clicks you can send those payment reminders or whatever else it is that you have set up.

This is where your reservations are kept and managed.

Viewing existing reservations and adding new ones

What the reservation summary tells you about the selected reservation.

Basic reservation information - reserved/arrival/departure dates, check-in/out times, status (Tentaive, Pending, Confirmed) and where the reservation came from.
This is completed automatically when the Booking Form is used.

What's to do and already been done for a reservation. Complete your pending actions here, undo earlier ones or do them again.
These are created automatically according to the Reminders that you have set up.

Assigning Guests to a reservation. Guest information is stored independently of the reservation - guests can be assigned to one or more reservations.
This is completed automatically when the Booking Form is used.

Add/View your list of other Guests.
This is completed automatically when the Booking Form is used.

Add/View the amounts owed and options chosen here. Make any adjustments for Refunds and Extra charges here too
The amounts owed and options are entered automatically with Quoted Online Booking reservations.

Record/View payment that have been made by the Guest and you here.
Payments made via the integrated Credit Card Merchant Accounts are entered automatically.

This tab shows any custom information that is associated with this reservation, according to the Setup>Main >> Custom Info tab settings.
Some items are entered automatically - info that is on a schedule and door entry codes provided by Resort Lock or eRentalLock.

See Guest feedback from your online form or add feedback yourself here.
If your Guests use the online feedback form then you'll see the feedback here.

Send email directly to the guest or other contact associated with your property (ManCo, Cleaner etc).
View the past email communications for the reservation - see if your email has been read and what links were clicked on.
This is populated automatically by emails received by and sent though the system.