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Start screen. The main booking and record-keeping functions are accessed from the central buttons, and subsidiary functions and utilities from the top menu.
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Enquiry. This screen enables you to record enquiries and send initial response letters. The enquirer is searched for in customer database, and entered if a new customer. Drop-down lists show accommodation categories and information sources as entered in Settings. A standard letter can be printed to send with brochure. Booking and checkin dates are later entered automatically from booking operation.
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Customer Details. Enter and maintain customer information. A similar customer lookup screen is used at any booking entry or find operation to check for existing customer or booking, or that correct name is being searched for. Minimum entry is lastname, firstname, title. Date of last visit is maintained automatically.
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Booking. This shows booking dates, nightly/weekly, accommodation category and rate period selected, with accommodation units list dropped for selection. List only shows units in selected category which are available for the specified dates. Availability can be checked while entering dates by viewing the booking plan.
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Booking plan. This shows bookings and availability at a glance for a month at a time, with provisional bookings as P and confirmed (deposit paid) as C. Plan opens at correct month for date entered or booking being viewed or updated. Clicking on any booking shows booked customer in a pop-up box.
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Booking, select extras. Each accommodation category may have associated chargeable extras which are displayed in a subform. Numbers required are entered against those selected, and the total extras charge calculated and added to the accommodation cost.
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Booking payment. The amount of deposit due is calculated as specified in Settings. Payment of deposit and/or balance is recorded by entering the date (single key entry for current date). If takings groups other than accommodation categories have been specified, these are selected from a list, payment method similarly.
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Receipt preview. This is an optional facility, selected in Settings. Receipt can be scrolled to view receipt additional information if entered
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Checkin. Ater confirmation of booking or entry for unbooked, Checkin screen displays subform to enter extra customer information as specified in Settings. A returnable deposit and any supplementary charge or refund can be applied, balance due is paid and checkin date recorded
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Settings, site name and receipt details. This is one of several tabs on the Settings form, which configures the system to the facilities and requirements of an individual site. Notice the options here to preview receipts and disable receipt printing while testing to save time and paper.
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Mailmerge. The Mailmerge facility offers a range of options to enable you to send pre-saved standard or edited letters to groups of customers selected by a wide variety of criteria, or to create and save new letters. Mailmerge requires Microsoft Word, but all interaction with Word is fully automatic.
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Archive. The Archive facility enables you to remove visits records for previous years from the main file, thus increasing the speed and efficiency of accessing current records, while enabling the archived records to be recalled for viewing at any time.
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