Customer statements

You probably all have many return customers that book with you on a regular basis.

You can now see all individual customer bookings in a much simpler way by viewing their statement.

To find this you will need to go to Customers  then click on the customer you wish to view. A button called statement should appear which you can click on to view a summary of all that individual customer’s bookings.

What rate structure is for you?

 

Here’s a summary of your different rate structure options.

Daily (most popular and flexible!)

Daily rates are the quickest and most flexible way of adding your rates. We highly recommended setting up your accommodation using daily rates.

Weekly and Short Breaks  (these will be switched off for new customers from May 2018)

A traditional way of setting rates. Weekly and short breaks are rigid set date ranges.

Please note: When choosing which rates to use, choose either daily or weekly and short breaks. 

Owner statement reports and property deductions

Being able to view your owner statements allows you to see the income generated by the unit, and what commission you have earned through taking bookings for this unit over time. You can also add and view any property deductions for the unit – these are anything you’ve had to deduct from the unit, that are also deducted from the monies owed to the owner of the unit.

Rates – updating them year to year

 

You can copy rates from one year to the next.

 

For a video describing how to update dates for the New Year for your Units, please click below:

How to update your rates from year to year – units from Anytime Booking on Vimeo.

 

Please Note: You will still have to change the dates (after copying them) so they correspond with the days in the following year. For example, the 3rd of August in 2018 is a Friday whereas the 3rd of August in 2019 is a Saturday, therefore the days are different and this can affect your changeover days if your pricing is weekly or short breaks. You must change these otherwise your rates in the following year will not be correct.

How to use the Email Tokens

When you are editing the emails you can place a variety of tokens for information that’s automatically generated. Think of this as a mail merge!

For example, you might want to introduce the start of an email with “Dear Mr Smith”, in this case, you the tokens would look like “Dear #title# #last_name#”.

There are a variety to choose from which will relate to the booking information.  Token are grouped by: booking information, Specific Unit information, Customer details (which include their login information), booking cost breakdown and your company details.

Click on the green ‘Token’ button above the editor and then you can select which token you’d like in insert into the editor.

Adding Weekly and Short Break Rates (pre May 2018)

NB. For new customers joining us from May 2018, we no longer offer Weekly and Short-Break rates in this format. 

You can still achieve Weekly and Short Breaks in the Daily Rate module.

 

For those of you already using Weekly and Short-Breaks, to add weekly rates go to Setup > Rates > Daily / Weekly / Short Breaks 

PLEASE REMEMBER THAT WHEN ADDING RATES, THE DATES SHOULD NOT OVERLAP UNLESS THE PARTY SIZE IS DIFFERENT.

  • When adding short breaks and weekly breaks, you can’t also add daily rates over the same dates!
  • The dates of any band refers to the first and last night of the booking. So, a three day weekend band from Friday to Sunday means your customers arrive on Friday, stay 3 nights and leave on the Monday.

How to cancel a booking

To make a booking inactive you will need to cancel it. Cancelling a booking will free up the booked dates and make them available to book again. If you do not cancel a booking then the dates will be unavailable to book.

Email logs

The email log enables you to see which emails have been sent to each customer. You can check this by viewing the booking details and selecting the “Email Status & Log” tab at the top of the screen.  Each email that has been sent has a date, time and type saved. The “Email Status” box on the left identifies which emails have been sent.