Using the Planning board, you can quickly create a new reservation by selecting an available period directly on the schedule. Once you have started the reservation, you will follow the standard reservation steps to complete the booking.
Start a reservation via the planning board
Go to Planning.
In the date bar, select the desired arrival and departure dates. All available units for the selected period will now be displayed.
Click on the desired arrival date within an available unit.
Hold down the mouse button and drag to the desired departure date.
Release the mouse button.
This opens a new reservation. You can now follow the steps described under 'Steps to make a reservation'.
Steps to make a reservation
After starting a reservation, follow the steps below to complete and confirm the reservation.
Step 1: Select accommodation and period
Select the desired accommodation.
Optionally select a specific location. If no location is selected, one will be assigned automatically.
Choose the desired arrival and departure dates.
Step 2: Configure companionship, options and surcharges
Party: select the number of guests included in the reservation.
Surcharges and options: add any optional extras or surcharges to the reservation.
Reservation options: on the right-hand side of the screen, you can select additional reservation settings, such as:
Cancellation insurance
Rate group
Optional package
Step 3: Enter guest details and confirm the reservation
Enter guest details
Enter the guest's information. Has the guest booked before? Use the search bar to find the guest and automatically retrieve existing details.
On the ride-hand of the screen, you can also mark the selected location as a preferred location of place the reservation as an option.
Confirm the reservation
Review all reservation details.
Optionally select 'Confirm reservation' and 'Send confirmation' to immediately confirm the reservation and send a confirmation email to the guest.
Click Place reservation.
The reservation has now been successfully created.