Booking Summary Page

The Booking Summary Page provides a comprehensive overview of every booking, combining essential details and financial information into one accessible interface. It allows you to manage and adjust 15 configurable fields and provides a Financial Overview of the booking.

Accessing the Booking Summary

The summary is available for every booking created—whether manually, through OTAs, or via your website. Access it via:

• CRM → Bookings → Select the Booking
  OR

• PMS → Property → Bookings
  

Key Features of the Booking Summary Page

1. 1. Financial Overview

   • Provides detailed financial insights, including:

     • Guest Total

     • Accommodation Cost

     • Fees

     • Owner Share

     • Commission Information

2. 2. Booking Products

   • Add or adjust additional services, fees, discounts, or extra charges related to the booking.

3. 3. Service Requests

   • Attach pre-created service requests, such as housekeeping or maintenance.

   • (Learn more about creating Service Requests HERE)

4. 4. Notes

   • Add relevant notes, like concierge details, guest messages, or reasons for travel.

5. 5. Payment Schedule & Overview

   • Manage payment schedules and track the payment overview, including refunds, deposits, and charges.

   • (Learn more about Payment Schedules HERE)

6. 6. Damage Deposit

   • Configure or authorize the booking's damage deposit requirements.

7. 7. Booking Details

   • Includes essential details, such as:

     • Lead Guest

     • Property Information

     • Booking Dates

     • Payment Status

8. 8. Selected Payment Method

   • Confirm or modify payment methods, with options to integrate Stripe for automation.

   • (Learn more about Payment Methods HERE)

9. 9. Security Deposit Link

   • Send the deposit link manually to guests or automate its dispatch during the booking process.

10. 10. Booking Summary

    • Provides a general summary of key booking details for quick reference.

11. 11. Booker

    • Displays information about the individual who made the booking.

12. 12. Changeover Days

    • Adjust or set the property’s changeover days as needed.

13. 13. Travel Agent Commission

    • Edit commission details and specify how the commission applies (e.g., to total, accommodation, or subtotal amounts).

    • (Learn more about Travel Agent Commission HERE)

14. 14. Owner Share

    • Set or modify the revenue share allocated to the homeowner.

    • (Learn more about Homeowner Shares HERE)

15. 15. PM Share

    • Configure the revenue share for property managers.

    • (Learn more HERE)

Why Use the Booking Summary Page?

The Booking Summary Page centralizes booking management, allowing for:

• Enhanced Financial Insights: Keep track of revenues, commissions, and fees with a detailed financial breakdown.

• Seamless Customization: Update and manage booking details or financial configurations in real-time.

• Streamlined Operations: Attach notes, adjust schedules, and manage service requests efficiently.