Find the answers to your questions, anytime!
Find the answers to your questions, anytime!
You can click on any of the links highlighted in green below to get to the relevant help sheet.
The booking process comes in three parts, each of which corresponds to a separate page on the booking form.
To watch a video which explains how bookings work, click here.
This section below is about configuring Stage One of the booking form and is all about setting up your basic account framework.
Before you start, watch this video on setting up your categories (the types of bookable units), units (the individual things your customers will book) and sub-units (the numbered pitches under each pitch type).
Then, by following the articles highlighted in green below, you can start to set up your:
This section below is for configuring Add-ons, Deposits and Discounts
This section below is for configuring Your Party
The next section configures your documentation, automated emails and who can alter your bookings and system.
* all the areas marked with an asterisk must be configured into the system in order to be able to make or take a booking.
The final section is all about planning ahead to get ready to take bookings and money. How quickly you can go LIVE often depends on how much time you can set aside to deal with these steps.
You’ll need to consider:
What Payment Gateway to use to allow you to collect online payments and how you’re going to manage placing your existing bookings into your new booking system. You’ll need to choose which calendar availability widget you want to put on your website to show customers what availability you have left. and finally, you’ll and need to choose which channels you want to push bookings your way once you’ve gone LIVE.
If you need any help on any section of this guide, please contact firstname.lastname@example.org or ring us on 01326 574660, option 1.
Once you have everything configured, you can now test your account before going live.
To do so – read this article http://kb.anytimebooking.co.uk/going-live-checklist/
How bookings work
When you are configuring your Anytime Booking account for the first time, think of it as collecting the information you need from your customers. All the configuration settings are focused around making the booking.
Tip: Open two browsers, have one with the New Booking tab open in the Anytime Booking back office and another in the settings (Setup) area. As you configure each element, you should flick between two to see how you are progressing.
There are four stages in the booking process:
1. Booking: This is where you or the online customer are selecting the appropriate category (the type of thing people will rent) e.g. property, pods or touring pitches), unit (the actual thing people will book) or sub-unit (camping), the start date of the holiday, the number of nights and finally, if you want to know, who’s going to be coming – the Party Members.
2. Extras: This section is designed for all your upselling, whether welcome hampers or electric hookups, for example. You can organise this section to be a series of questions or items to purchase. This section is about taking money for Add Ons and also taking money for Deposits.
3. Your Party: As default, the system will skip this stage unless you want to specifically know the names of each additional person coming on the holiday. You can switch on this feature by going in your back office, then setup / configuration / party details and un-ticking the ‘Main Party Member Only’ tick box. If you have Party Members set up you can then ask more information about each person coming on holiday.
Within this section of the booking process, there is an area for ‘Other Details / Terms and Conditions’ where you or your online customer will tell you how they heard about you (referrals), write any notes, apply a discount code and confirm your company terms and conditions.
4. Checkout & Payment: At this stage either your online customer will be logging in or registering (by adding their name, email address and address) and adding in their card details into the Payment Gateway, or you will be searching for your customer and adding a payment record. If you haven’t already, Watch this video on how to make a booking.
Once the booking is complete, a booking reference number is given. Once it’s turned on, the email and documents (invoices/receipts) sequence will kick into action automatically whenever you subsequently take a new booking.