Table of Contents
Getting Started
     Quick Start Guide
Bed & Breakfast Setup
     Bed & Breakfasts
     Admins
     Employees
     Bed & Breakfast Information
     Room Groups
     Room Types
     Rooms
     Amenities
     Documents & Files
     Location Information
     Photos
     Store Items
Reservation System
     Orders
     Reservations
     Adding Reservations
     Editing Reservations
     Cancellations
     Calendar
     Weekly Payouts
     Refunds
     Reports
     Reservation Settings
     Reservation System Plugin
     Search Orders
     Room Rates
     Tax Rates
     Discounts
     Holidays
     Block Off Rooms
Support
     Customer Service
Adding Reservations

As a bed & breakfast admin or employee, there are three ways to add a new reservation:

  • Calendar
  • Search Available Rooms
  • Reservations Search

    Calendar

    Bed & Breakfast admins and employees may find that the Calendar is a quick and easy way to find available rooms and to make reservations. The Calendar can be found under the bed & breakfasts menu.

    More details about the Calendar can be found on the Calendar documentation page. However, admins and employees can browse by date and select available items to reserve.

    One important thing to note is that reserving a room this way does not require admins or employees to first put the room into a shopping cart and then proceed to checkout. This provides a 'quick check-out' process but also means that only one room can be booked or reserved at a time. Find an available room and click 'Book Now'.

    On the next page, enter in the number of nights that you want to reserve and click the 'Check Availability' button. If the room has a conflict for the selected options, it will show a list of conflicts.

    If there are no conflicts after checking the room's availability, the page will ask for some customer information such as:

  • Number of Adults
  • Number of Children

    After entering in customer information, click the 'Checkout' button.

    A summary of the order will be shown including the room being reserved. Enter in customer information such as:

  • First Name (Required)
  • Last Name (Required)
  • Email Address (Required)
  • Address 1
  • Address 2
  • City
  • Country
  • State / Province / Region
  • Zipcode
  • Vehicle License Plate Number
  • Home Phone Number
  • Mobile Phone Number (Required)
  • Payments Collected - Cash
  • Payments Collected - Credit Card

    There is also an order summary section which shows the type of room being purchased, taxes, fees, and the order total. When you are ready to complete the order, click the 'Place Order' button.

    The order will be placed and a success page will be displayed with order details such as the order number and the reservation number.


    Search Available Rooms

    This advanced search page is a good way to search for specific criteria or to reserve multiple room at once. Search Available Rooms can be accessed by clicking on 'Search Available Rooms' from the bed & breakfast's menu.

    The Search Available Rooms page provides advanced search capabilities to find available rooms.

    Search options include:

  • Room Type - Lists available Room Types that are available at the bed & breakfast.
  • Date
  • Nights
  • Group

    A results list will show rooms that are available. Rooms that are available will have a 'Select' button to add the room to the shopping cart.

    If a room isn't available, a red x will appear that says 'Check Availability'. Hover over the x to get details as to why the room is not available. Bed & Breakfast admins and employees will be shown additional information such as the reservation number that has the room reserved. Admins and employees can click on the reservation number to view reservation details.

    Anyone can click on the 'Check Availability' link which will take the user to the related room page. In the availability section, users can use the calendar to view a rooms availability. A padlock means that the date is out of season. A red x means that the room has already been reserved for that date. This view is great for identifying open blocks of time that the room is available from a calendar perspective.

    A green checkmark means that the room is available for that date. Clicking on a green checkmark will take the user to the 'Search Available Rooms' page (described above).

    Once an available room has been selected and the 'Select' button has been clicked from the search results, the next page will ask for some customer information. When finished, click the 'Add to Cart' button.

    A success page will show that the room has been added to the shopping cart.

    When you are finished adding rooms to your shopping cart and want to checkout, click on 'Cart' from the top menu to view your shopping cart.

    Rooms can be removed from your cart here. If all looks good, click on the 'Proceed to Checkout' button. Review your order and enter in customer information. When finished, click on the 'Place Order' button.

    The order will be placed and a success page will be shown with details of the order including the order number and reservation numbers for each room reserved.


    Reservations Search

    The 'Reservations Search' area can be found on Bed & Breakfast, Group, and Room pages if the reservation system has been enabled for the bed & breakfast.

    Enter a date and number of nights. Click the Search button. This will take users to the 'Search Available Rooms' page (described above).



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