Viewing or editing the made-by client details
If you need to capture additional information about the person making the booking, you can follow these steps. This includes their contact number, email address and you will also be able to add additional information and check booking history.
Open the booking
Click on the "Edit Client" button
Enter the client's details
Here is where you can add or update the client contact details.
Note: You can also capture additional information such as the VAT number and company details
You will be able to add additional information such as the company VAT number and address if it is required.
Note: Capture notes specific to the guest, such as dietary preference, special requests, or link a rate sheet to this client ID.
If you would like to link a different rate sheet you will need to set up an STO and link it by rate sheet in use.
When you make a booking for this particular client again, the applied rate on the booking will be from the linked STO.
View a list of the past & current accounts
By clicking on accounts, you will be able to see all the open and closed accounts that the client has with you, whether they have been invoice yet or not.
View and/or add transactions
This section will show you all the transactions that have taken place on this client's accounts. We show all accounting transactions such as invoices, payments, credit notes and journals.
View returning guest history
If you have returning guest who frequently books with you by clicking on history you will be able to see the guest booking history such as the Booking ID, arrival and departure dates and the amount nights that they have stayed.