RESERVATION Booking

How to process a new RESERVATION booking (Book Now / Book & Pay) from a direct guests (B2C) or an agent (B2B)

Check New RESERVATION bookings

If a guest makes a RESERVATION booking through the website or an agent makes an RESERVATION booking through their RoomBoss account, you will get notifications in the following ways.

• You will receive a notification email like the image below

• By clicking "Booking URL" link, you can check the details on Edit a Booking page on RoomBoss

Example of New RESERVATION Booking notification email

• You can also view the list of RESERVATION bookings from Booking HQ

  • Click Show / Refresh

  • Bookings will be listed in Recent Reservations section

RESERVATION Bookings on Booking HQ page

After Checking the New RESERVATION

For direct guest bookings (B2C)

• You can address a message to the guests from "Invoice & Intranet Message" section on the Edit a Booking page (if needed)

• You can check the payment status from "Financial" tab on the Edit a Booking page

Automated creation of the invoice

If the invoice strategy has been setup, the invoice will be automatically generated at the time the booking and the guest will be able to pay right after the booking (the "Direct: Website" rule will apply).

For agent bookings (B2B)

If the invoice strategy has been setup, the invoice for agents will get generated automatically.

1. Open "Financial" tab on the Edit a Booking page

2. Choose "Language - Size of the paper" from the Invoices & Receipts section

3. Click the download icon (PDF / Words)

4. Send the invoice you downloaded to the agents by replying to the auto confirmation email

How to contact the agent about received RESERVATION booking?

You can simply reply to the notification email received. Check here for the email example.

Sharing Guest's Requests / Needs with the Team

Add in the Comment section at the top of the Edit a Booking page

• It can be viewed by the user (you) or the agents, but not to the guests.

• It can be edited by the user (you) or the agents.

• There won't be any notification email when adding / editing the comment.

Add in the Notes section at the bottom of the Edit a Booking page

• This can be used if only want to share notes between the user

• The agents or the guests cannot view.